John Capozzi

Microsoft Should Listen to Its Heart (and ignore the bean counters)

Most companies are starting to gve software away for free. The future is in Search & Add Revenue which Yahoo has always showed a profit and has been making great partnerships with major news media companys and papers. Plus Yahoo has Allibba and Softbank which is where a large portion of Search and Add revenue is already showing major fruit and that is in Asia and India. You can even see a major team up of Allibba and Softbank making a major bid for Yahoo at over 40 to 45 dollars a share and backed by the Chinese Government with the ties that Jack Ma CEO of Allibba has. China gave funding to Lenovo to buy out IBM'S personal computer sector and is doing well. What mkes you think that they will not do it for Allibba and Softbank? China's iternet service sector is the largest in the world and search and Add revenue will be a big part i the future. With Yahoo's products these three companies could only give another gain in major market share for the Chinese economy. My bet stays Microsoft raises bid to 35-38 this week or loses. You can even put AOL in the mix of Allibba, Softbank and Yahoo USA and even see more Search and Add revenue a lot quiker. This might be the way to go and give Yahoo ivestors more value in the long ru and watch Microsoft die in the next 2 years were their products are not as much appealing. Microsoft RAISE YOUR BID 35 TO 38 TO START AND GO FROM THERE. IF YOU DO NOT DO IT THIS WEEK I TRULY BELEIVE YOU WILL NOT HAVE ANOTHER CHANCE. Microsoft can afford to raise the bid to 35 to 38 and keep high grade Yahoo employees who have major options in Yahoo. They do not want to be undersold. It will not be easy to throw out Yahoo's board in July and then Microsoft has the time frame which Google is grabbing major market share. Yahoo will not wait till the end of this week. They cannot afford to do it. The first move they will make is bringing in AOL AND TIMEWARNER. So MICROSOFT RAISE YOUR BID TO 35 TO 38 AND GET Yahoo, Allibba and Softbank to the table. Close this deal this week or you are going to lose Yahoo. Hostile takeovers normally do not work and you lose key employees of Yahoo. CLOSE THE DEAL NOW MR. BALMER AND DONT USE THE MEDIA AS A PLOY. Everyone knows the game and it is not working now over 90 days since the bid was given.