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  • Mr. Ballmer: Pull the Yahoo Offer Now! [View article]
    James Z,

    The reality is; the true value of a company is how much somebody is willing to pay for it and when there is only one bidder they can set their price.

    I appreciate Yahoo's attempts at gaining some type of leverage, but the end result will be the same and at this point all they are going to do is piss off MSFT by their delay tactics.

    This is business, not charity. Why should MSFT pay anymore than they have to, especially since nobody else is bidding.

    It would take real balls to walk away right now but I think they should. Yahoo will only have themselves to blame.
    Apr 11 14:05 pm |Rating: 0 0 |Link to Comment
  • Mr. Ballmer: Pull the Yahoo Offer Now! [View article]
    Okay the Texas Hold-em analogy wasn’t the best. A poker player doesn't win by leaving the table, but in this case MSFT does win if they leave the table.

    Reno, thanks for reading the post and not getting stuck on the poker analogy. In one short paragraph you said what I took a whole post to say.


    They pull the offer now and come back later to
    Apr 11 10:23 am |Rating: 0 0 |Link to Comment
  • Microsoft Should Call Yahoo's Bluff and Refuse to Raise Its Bid [View article]
    Completely dropping their offer and then coming back when Yahoo capitulates may take longer, but no longer than a Proxy fight. And a boardroom battle, as you suggest, woul not be good.

    Ultimately, I don't think Ballmer has the balls to do it though but I certainly would like to see it.
    Feb 12 15:03 pm |Rating: 0 0 |Link to Comment
  • Microsoft Should Call Yahoo's Bluff and Refuse to Raise Its Bid [View article]
    Oceandude - the difference is in perception. I'm sure Microsoft was prepared to up their offer. I think the $40 a share that Yahoo is suggesting is a little rich. Calling their bluff is just a negotiating ploy. Walk away, watch Yahoo's share price take a dump because there is nobody else out their to save them. The up you over a few bucks a share to help Yahoo save face. All the while $34 a share is what you were willing to pay.

    I don't think Mr. Softy would do that but when nobody else stepped to the plate it became an option.

    Tillman, yes people do know how much Microsoft wants Yahoo but they still hold all of the leverage. If they push back from the table and say "see ya" what do you think would happen in Yahoo's board room?

    What are the other options? Merging with AOL
    Feb 12 14:09 pm |Rating: 0 0 |Link to Comment
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