I have held msft for a number of years now, hoping that this group of intelligent people would finally get it right. Since Mr. Balmer has taken the helm msft has done virtually nothing to enhance shareholder value. It appears to me that no new innovative ideas have come forth and the attempt to take over yahoo at $33 per share was thankfully rebuffed by an even dumber CEO than Balmer (he didn't care about shareholder value either, just ego). IMHO it is time for Mr. Balmer to go and maybe it is time for msft to be brokern up into two or three individual companies so shareholder value may be better realized.
Please note that I have used the phrase "shareholder value" a number of times since, that is what all the preceived intelligent leaders of these companies like to use as they screw up the companies they so whoefully manage.
How Much Will Jerry Yang's Ego Cost Yahoo Shareholders? [View article]
Since I am something of a betting man, I am going to lay 9 to 5 that the new sale price for Yahoo will finally come in at the $26 to $28 level. Mr. Yangs' ego aside.
Microsoft Walks Away From Yahoo Deal [View article]
Well, it is good to see that Balmer and his group has come to its collective senses and have finally decided to walk away. I do wonder how large a hole Mr Yank now has in his foot.
$31 was the number and since Yahoo would not budge even at $33 it was good to see MSFT run to the nearest exit.
I to wonder how many law suits will be brought against Yahoo for its stupidity.
Microsoft: No Intention to Overbid Yahoo [View article]
"Top Yahoo shareholders indicate that they want $35 to $37 per share." Yes, and people in hell strongly indicate that they want ice water. I'm starting to get a little blue in the face by saying this, but $31 is the number (62% premium from what the stock was selling for at offer time) and not a penny more. If not, MSFT needs to walk away.
$31 per share and not a penny more! That my friends is a 62% premium on what was a less than $20 stock. I do not agree that a few billion (send a billion my way) is no big thing. As was once said, "a billion here and a billion there and pretty soon you are talking some real money." Hardball is the way to go. Unless someone comes along with a better offer than $31 that would be as high as I would go. $35 or $40 is just pie in the sky.
Microsoft Says They'll Pay More for Yahoo [View article]
I have a lot of shares of MSFT that have done next to nothing the last few years. I really thought $31 (62% premium) on Yahoo was more than fair. I do not see any other bidders out there and yet everyone seems to feel that MSFT should raise their bid. Never and I mean never should you bid against yourself.
I am not a big fan of Balmer. I have not seen him be very inventive lately and I think I would be better served as a long time stockholder if MSFT said goodbye to this deal and looked for some smaller deals that allow them to move in the direction they need to move.
Microsoft Should Drop Yahoo Bid by a Buck [View article]
I have read with some puzzlement that there are those who think that the "true value" of yahoo is much greater than $31. Please tell me, where is your proof. Has anyone, even remotely, come close to showing any interest in this company. I think the answer is a resounding, NOOOOOOO!
This is just business ladies and gentlemen and that can be nasty sometimes. If I were MSFT I would let it be known, not necessarily out loud, that you have only so much time left before the offer price does drop that one dollar. This may give a greater boost to those shareholders, who already think the $31 offer is sufficient and should be accepted, to get a deal done.
Wall Street Breakfast: Must-Know News [View article]
I have always been of the opinion that when you hear that a company is being investigated or has some type of accounting irregularities that you either sell what you have or shy away from buying in. I would hope that BAC will temper their offer based on a overabundance of "due diligence" when the final offer is finally made. Or, simply walk away.
Taking This Microsoft Issue to the Very Top [View article]
Who in the hell cares who writes the drivers, this is basic for goodness sake. I am always so utterly amazed that something so fundamental to a system functioning properly is always, it seems, overlooked.
A Beautiful Mind: Microsoft over Google [View article]
Interesting take on the subject. I do wonder, however how long do you think this evolution will take? Mr. Softy has been a real dullard for a number of years in terms of its share price. Its dividend has not moved either. A person could starve to death waiting for a price increase or any other decent return form this company. Further insite would be appreciated.
Microsoft's Miss Is No Surprise [View article]
Please note that I have used the phrase "shareholder value" a number of times since, that is what all the preceived intelligent leaders of these companies like to use as they screw up the companies they so whoefully manage.
How Much Will Jerry Yang's Ego Cost Yahoo Shareholders? [View article]
Microsoft Walks Away From Yahoo Deal [View article]
$31 was the number and since Yahoo would not budge even at $33 it was good to see MSFT run to the nearest exit.
I to wonder how many law suits will be brought against Yahoo for its stupidity.
Microsoft: No Intention to Overbid Yahoo [View article]
Microsoft's Big Move on Yahoo? [View article]
What's Next for MicroHoo? [View article]
Microsoft Says They'll Pay More for Yahoo [View article]
I am not a big fan of Balmer. I have not seen him be very inventive lately and I think I would be better served as a long time stockholder if MSFT said goodbye to this deal and looked for some smaller deals that allow them to move in the direction they need to move.
Microsoft Buys Israeli Virtualization Startup Kidaro: VMware, Look Out [View article]
Yahoo Disaster Scenario: Blowing Q1 [View article]
Microsoft Should Drop Yahoo Bid by a Buck [View article]
This is just business ladies and gentlemen and that can be nasty sometimes. If I were MSFT I would let it be known, not necessarily out loud, that you have only so much time left before the offer price does drop that one dollar. This may give a greater boost to those shareholders, who already think the $31 offer is sufficient and should be accepted, to get a deal done.
Wall Street Breakfast: Must-Know News [View article]
Or, simply walk away.
Why Now Is A Good Time To Buy Microsoft [View article]
Taking This Microsoft Issue to the Very Top [View article]
A Beautiful Mind: Microsoft over Google [View article]