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netstockanalyst
1 Comment
MSFT's Call Option on YHOO
Your "call option" assertion affording MSFT with a state of complacency omits Yahoo's wildcard (and MSFT's self-imposed death sentence) - and one that potentially will be announced next week: the YHOO/GOOG ad partnership. When this occurs, MSFT has lost the battle for internet dominance and the prized search biz forever. That's right - FOREVER!
So while I agree that Yang breached his fiduciary duty to YHOO shareholders, Ballmer did the same to his own. Post a YHOO/GOOG ad deal, Yang's $38 "put option" will look cheap to MSFT in retrospect - no matter whether YHOO stock is trading at $19 or $29.
Get it?
One more thing: If you take a closer look at the "Redmond monument being erected in Ballmer's honor", it's actually a 24K gold-plated guillotine waiting on deck.