John Capozzi

Wall Street Breakfast: Must-Know News

MICROSOFT better raise their bid for Yahoo quickly. A great speculation and move by Yahoo would be to have Softbank and llibba team up and buy out the rest of Yahoo at between 45 to 50 dollars a share. It would be investing in themselves where their mix i products would fit in better and stronger then a merger with Microsoft. Their close contacts with the Chinese and Japan governments would blend very easily with no anti trust problems for Yahoo. Combining the three into one and when completed make an offer for NTT of Japan and become one of the biggest power houses in wireless and internet media add content. The merger of the three will also save jobs because their would be less over lapping of product lines and they will be able to add more. They could also add the smart phone market to their mix. They would also be able to access cash backing from the Chinese and Japan governments because of the close ties of Jack Ma and Softbanks close ties in Japan. The merger would go though faster and friendlier and would be the best solution to all shareholder value of the three companies. Microsoft is not well liked in Asia and major parts of Europe because of their old school ways of GM bullying which would slow down the merger and even have them have to sell off major assets and properties to complete it. So Microsoft make a 40 to 43 dollar a share new bid now or move on. Newscorp will make a higher bid because of the news released in the last few days if you have been following their business moves. My bet is Yahoo and i truly believe in the long run Yahoo will be king and Microsoft and Google will begin to lose major market share in Asia to Allibba, Softbank and Yahoo. If they all merger into one and keep the Yahoo name their potential has great potential. Better then a Microsoft take over of Yahoo.