capgain

Bank of America / Merrill Lynch Propose New Scenario for 'MicroHOO' Deal

Once again, "analysts" have exhibited their value.....somewhere between dandruff and pigeon droppings! If I'm long YHOO I'm checking my mailbox every day for the form to check "YES". However, if I'm long MSFT I'm looking at this suggestion as being comparable to Custer giving all his arms to the indians "just to hold for awhile."

These "analysts" have too much idle time on their hands.

Options Trader: Monday Outlook

"...poor starving masses"...."greedy upper class".....Boone Pickens a "deranged rooster"....this scree is right out of the Bernie Sanders/George McGovern handbook for socialism! The writer has such a hair shirt on for GE that anything constructive that he might want to impart is buried so far under his disdain for capitalism that it is lost to all but the nattering faithful.

An obvious question arises......just where else should Pickens have looked for his turbines? The Sierra Club? The Environmental Defense Fund? Peta? NPR?

The writer is obviously intelligent, writes well, but is long on form and short on substance.

Microsoft / Yahoo: Dead? Dithering? Drunk?

Steve Ballmer didn't call me to ask for my advice, but he would be well advised to let the offer lapse as of Saturday as previously promised, with a further notice that a new, lower offer will be proffered next week. Then, sometime mid-week, offer YHOO shareholders a choice...either $29 cash or the equivalent of $31 in MSFT stock, with a window of 60 days to let them get on management's ass. At this point, YHOO shareholders should be smart enough to realize that the world is fresh out of white knights!!