John Capozzi

Microsoft's Big Move on Yahoo?

I have a question for Alpha and all media and news groups that have been reporting on this merger. Why on Yahoo's part do you not only discuss or even engage on the massive potential in revenue growth that Allibba, Softbank, Yahoo Japan, Yahoo South Korea, India etc etc brings to Yahoo's bottom line in the near and forward looking years? Why as maJor partners to Yahoo USA have they not been asked to come to the table as well. Allbba and Softbank have been aleinated from the press and this whole merger and Allibba has shown its dislike to the merger and price in whole and has already spoken out that they are looking for a suitor to take out Yahoo's 40% ownership it has in Allibba. Jack Ma set the foundation for Yahoo's biggest research and development center in India in Dec 2007 and Yahoo went forward with it a month ago. I do not hear from the media what outstanding QTRS and Yearly earnings that Allibba and Softbank posted with outstanding forward looking guidance which would greatly improve Yahoo's bottom line. Why is this? Heres one for a speculation: How about a team up of Allibba, Softbank and Baidu making a higher bid and with backing from the Chinese Government for funding just like in the case of Lenovo when they bought out IBM'S personal computer sector? Lets say they give a bid of 40-43 share this would not only meet Yahoo's ask price but also would increase key employee's stock option valuations and keep them on board. As far as anti trust problems IBMS sale to Lenovo also showed a problem with USA national security issues and it passed without much problem. It fact this merger or team up i am talking about wouldnt have nearly any problems like it would with a Microsoft merger. Why doesnt any media or news groups answer this or even talk about it. Why do you not mention the culture differences and that no foreign companies like to be bullied or threatened? Look at GM and see where their bully tactics sent them. A team up here of these companies and holding onto the Yahoo name would make better sence. You an other media and news groups have stated that the major market in the 100's of billions of dollars now and going into 2010 and the maor areas will be CHINA, INDIA and the rest of all Asia. This looks great to Yahoo because of these partnerships. Remember as early as Nov Yahoo was trading over 34 dollars. Why again does the media shy away from this and stay silent? My take is Microsoft raises bid to 35-38 and must bring Allibba and Softbank to the table as well. Please reply thank you.