Seeking Alpha

Option watcher » Comments » NTT

  • Wall Street Breakfast: Must-Know News [View article]
    MSFT should walk away at this point. YHOO declines in value each passing day and is it really worth the grief to try and integrate such differing cultures especially when their is so much animosity at YHOO.

    MSFT would be much better served by walking away and instead making TWX and offer for AOL instead. That would be a win/win. MSFT gets the foothold it is looking for and Time Warner gets to unload a boat anchor that has been dragging on it's performance and valuation.

    Honestly I don't understand why MSFT does not try to partner with a cable company or make a bid for a satellite company like DISH. There might be antitrust issues but, imagine the impact on say an MSFT, AOL, DISH combination on Google.

    Regardless at this point the bid for YHOO is just a used wipe who's time has come to be flushed.........

    What would be my bets on this? I'm thinking May $25 Put's against YHOO and May $32 calls for MSFT.
    Apr 25 08:10 am |Rating: 0 0 |Link to Comment
More on NTT by Option watcher
Comments by Ticker
Option watcher's
Comments Stats
4 comments
Rating: 0 (0 - 0 )