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    • Yahoo's Jerry Yang Needs To Get On With It [view article]
      Personally, as both a YHOO and MSFT shareholder, I agree that Yahoo is worth more than Microsoft is offering. When the market as a whole is really in the dumper, it's a buyers market, and it makes good business sense to try to "make a steal of a deal" on the best asset you can, but that does not mean Yahoo has to sell. Those of you who think Yahoo is only worth what the market says can sell your shares at any time. $27 is a lot better than $19; but $31 is not very good if the real value is $40 or so (What Microsoft thought it was worth less than a year ago in a higher market).

      Fortunes are made and lost because one thinks it is time to sell and one thinks it is time to buy. Not both can be right.

      Both CEOs are right. Yahoo is a steal for Microsoft at $50 a share because they have never been able to do what Yahoo is great at doing (and need to have that in their business plan) and as a Microsoft shareholder, I hope they can buy YHOO for maybe even $25 a share. BUT as a Yahoo shareholder, I think Microsoft was closer to a correct value when they offered $40. With current market and economy conditions, I think $35 is probably a fair price, but I'm not sure it is full value and I'm not convinced that Yahoo needs to sell itself. No other company does what Yahoo does so well, if they did, why is Yahoo still the page view leader?       Apr 08 12:14 PM
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