Deep Value

Could eBay Be a Microsoft Takeover Target?

EBAY attracts alot of eyeballs but not as much as search. If MSFT's cash is burning a hole in their pocket they should raise the dividend. EBAY is extremely complex and not in the direction I think MSFT wants to go.

Could eBay Be a Microsoft Takeover Target?

GOOG's cloud computing is giving word doc's and other apps away for free and paying for it with Ad Revenue.

Nobody's going to buy Word or Powerpoint anymore.

What MSFT needs is enough search Ad Rev. to make their Device Mesh model (same as cloud computing) profitable. Hense the deal with HPQ but it won't be enough. MSFT needs YHOO for the AD Rev. And they won't be buying something just to buy something.

They need search to keep their apps from becoming obsolete. MSFT offered to buy YHOO's search because they need the daily eyeballs it attracts.

Can Yahoo's Yang Survive as CEO?

Hopefully we'll still be able to get $33 after Carl does some house cleaning. The only thing keeping the stock about $20 is takeover speculation.

Jerry Yang is officially unemployed.