oceandude

Microsoft / Yahoo: Dead? Dithering? Drunk?

If MS walks away Yahoo will be swamped with shareholder lawsuits, as they should be.

A Speculative Yahoo Options Play

The only flaw in your plan is assuming Yahoo management cares about the shareholders.

Yahoo's Jerry Yang Needs To Get On With It

So basically you want leadership out of Jerry Yang?

Good luck with that.

Microsoft Bides Its Time While Yahoo! Panics

Employees don't get severance if they leave for any reason. There are specific criteria that must be met, mainly around a change in job function or location.

Suntech, SunPower, MEMC and First Solar: Four Solar Stocks Worth Investigating

And don't forget Q-Cells signed a huge contract for supply from LDK. Yet LDK is not trusted by Wall St... these companies signing huge deals with LDK must know something that everyone else doesn't.

A Beautiful Mind: Microsoft over Google

The article's idea is laughable. It assumes Microsoft can actually make *brand new* things that consumers want.

Could someone please tell me what great new stuff Microsoft has released in the last 10 years? Perpetual derivatives of Windows and Office don't count.

Eight Search Engine Stocks to Answer All of Your Questions

Why do you list current P/E for all of these except forward P/E for IACI?

Yahoo's Yang Sticks It to Shareholders and Employees

Wrong again. The severance is for everyone. The only difference is that you get more paid severance time the higher up you are.

Financials Offer Patient Bulls Many Opportunities

What are you bearish on?

Microsoft's Proxy Bid for Yahoo is a Bluff

But investors must also realize that the longer this drags out the less Yahoo is worth. MS wants Yahoo's engineers but these folks are certainly leaving steadily the longer this drags out. Plus Google must love this distraction (that reminds me - need to buy some Google).

I do agree that MS and Yahoo will offset each other for institutions owning both. It is logical then that they should vote towards whichever stock they have a bigger interest in. Own more Yahoo? Vote takeover. Own more Microsoft? Vote against. What are the numbers exactly?

Microsoft's Proxy Bid for Yahoo is a Bluff

No, I think this logic is flawed. No one is selling now because of the possibility of a higher deal, but if the proxy bid fails the stock will drop like a rock. Not only will Yahoo be sued but also those large institutional investors themselves.

It's simple. They can currently hold on and MAYBE get more. If MS is not bluffing about the proxy battle, worst case they vote pro-MS and get the $29/share. If they sell now, yes they get the same amount, but they lose the possibility of the few bucks a share MS might throw at Yang to save him face.

In other words, sell now: definitely $29/share. Hold and vote MS: definitely $29/share and maybe more. Why wouldn't you choose the latter?

Yahoo's Yang Sticks It to Shareholders and Employees

You've made two errors.

1. It's not "any good reason" like you say. The "good reason" must meet specific criteria defined by Yahoo, and these are not trivial.

2. It's really crappy that execs get longer severance than ordinary employees, but ALL employees get accelerated stock vesting. That's pretty nice and you didn't mention it.

Wireless Carriers' New Rate Plans: Cruising for a Bruising

Growth may be slowing but I doubt AT&T is going to lower their dividend. I show that it now pays 4.8%! That is amazing for such a blue chip.

eBay 'Boycott' Shows Lack of Trust Between Buyers and Sellers

Ebay had a chance to be like Amazon with their acquisition of half.com but they completely screwed that up (no surprise). 4-5 years ago I used half.com all the time but now I haven't been there in quite a while.

Zynex Medical: Rapidly Growing Smallcap

You've sold it 3 times and now you have no cash?

Actually being without cash in this market/economy is scary enough.