grishick

The Time Is Now for Microsoft-Yahoo Search Deal

speculations...

Yahoo: Set for an Up $7, Down $2 Trade

Seriously, give it up already... wasn't it made clear by Yahoo! management that they do not want to get acquired? What reason do they have to sell now? Smart ppl sell at high and buy at low, not the other way around. For Yahoo! to sell now would be really unsmart. If you long YHOO - stop watching the ticker, because in recession it is not going to be pleasant no matter, what you long. Check back in a couple of years.

Will Icahn Bail from His Yahoo Position?

I agree with sweetrevenge. Carl Icahn is not your average dude with an Etrade account and few thousand bucks to play with. I find it hard to beleive that he would count on MSFT marriage without getting a definitive "I do" from the groom in the first place. Here's my guess: between now and August Icahn slowly buys more shares at $19-23 per share, maybe even lower if he's lucky. After he wins the proxy, he sells search to MSFT, other pieces to other bidders and gets about $25-27/YHOO share overall, which is what some bloggers on this site estimated YHOO can be worth if sold off piece by piece.

Will Google, Facebook and Apple Own the Web?

What does Apple have to do with the web? How can it possibly own anything if it isn't even a major player? What do you mean by Apple=content? Google = commerce - this is nonsense :) Google is solid only in search and advertisement. Amazon has commerce and Yahoo has commerce, Yahoo and MSFT have email to the scale where Google isn't even close :)

Analyzing Four Futures for Yahoo

I just can wrap my mind around the assumption that a very experienced corporate raider like Icahn can be so wrong as to put himself in a position where he has to beg MSFT to buy YHOO for at least $29.

How Microsoft Could Kill Google on the Web

Utter nonsense.

Why Jerry Yang Needs To Drive a Beer Truck

Bad analogy. False analogy, in fact. I am not saying that Yahoo is worth more than $33/share although, Balmer was eager to pay $40/share a year ago. But the analogy is bad because unlike beer truck drivers who were only getting older, fatter, and probably lazier, Jerry has spent last few months on recovering Yahoo from Semel's management, acquiring and developing a lot of new technology and products. Also unlike dot-com stocks that had nothing in them but speculative valuation, Yahoo has all these new products and technologies that they can monetize, which the street frowns upon, and they also had a lot of negative publicity which undercuts the speculative value of their stock.

Why the Yahoo Deal Must Happen

As much as geeks and early adopters dislike Windows Vista and think that only browsers matter, the reality is that the overwhelming majority of users use Windows, and MS Office, and even IE 6 (actually there are more IE 6 instances on browsing internet than even IE7 - I saw the stats), and do not care about Google docs, Amazon computing cloud, etc. It would probably take another decade to take that OS and Office market share from Microsoft even if they keep doing what they have been doing all along.

A Beautiful Mind: Microsoft over Google

Well... well.. well.. let me remind you how it usually works. Someone (like Apple) comes up with a really innovative idea that will revolutionize the industry, then Microsoft steals it and claims to be the innovator. As "wall street guy" pointed out, MS's own attempts to innovate so far failed.

Yahoo's Yang Sticks It to Shareholders and Employees

In the upcoming episodes:
- MSFT looses the proxy fight
- YHOO shares tumble down to teens
- YHOO shareholders sue Yahoo board
- MSFT offers a $25/share bid
- Yahoo board has to accept

Yahoo's Future: The Employee Perspective

It's strange that in your "Employee perspective" you do not mention the fact that both Google outsourcing and MS acquisition options will result in huge lay-offs for Yahoos. Also, what about MS employee's perspective. Aren't those who work on Live Search, and MS's ad platform worried now? Finally, how about Yahoo's recent acquisition - Zimbra? They have a product that's doing great and is in direct competition with MS's cash cow Exchange Server. Isn't Zimbra going down the toilet if MS gets Yahoo?