JEFF G

Jerry Yang's Blunder - Worst Business Decision Ever?

Maybe not such a blunder... The new yahoo deal looks better than the one they turned down, at least in the long run...

Microsoft / Yahoo: Round Two

Now I see why MSFT last week said they go out raise debt via shelf registration. They were planning to buy yahoo search biz right away. It should have been more obvious to us. I saw the story and knew that MSFT would eventually do a yahoo deal but never put the 2 together...

Reports of New Microsoft/Yahoo Deal Are Hard to Believe

The $1b a year old deal was $1b in rev. This equates to $2B in income as yahoo sheds all the jobs of people who support the yahoo search engine and msft takes it over.

The $5b preferred shares issued to msft should be given back to the shareholders as a one time cash dividend of $5 per share to prevent any dilution effects.

This deal will be leaked to the press late tonight or early tommorow. This times reporter some how got the news early before the ink was dry on the deal is my guess…

The stock should MUCH higher on Monday regardless of any details...

Reports of New Microsoft/Yahoo Deal Are Hard to Believe

Listen, MSFT was never gonna buy Yahoo's search for $1B! How insulting that would be, it was $1B a year in REV, which probably equals $2B in income as Yahoo can pull the plug on all the engineer types and maintenance people who support the search division and turn it into a cash cow that msft pays to maintain. This is a legit story I think, probably hear more late today or early tommorow. The $5B investment is the new part that gives MSFT a 30% ownership in the yahoo stock. I would like to see this $5B paid out to shareholders in the form of a one time cash dividend of approx $5 per share. That will save any dilution until the shareholders have been paid...

What's Yahoo Worth to Microsoft Without Alibaba?

Wouldnt microsoft want to hurry up and bid more to get the deal done BEFORE August?