11–20 of 81 posts
He said this: A Microsoft deal is unlikely because (when he was there) all the Yahoos hated Microsoft. If an acquisition happens, it'd be hostile and the core guys will jump ship.
I nodded in agreement. But then this happens.
Micrahoo? Yahsoft? Yicrosooft? Macroyoft? I'm confused...
Microsoft is still dead.
One thing quite a few people are failing to notice when describing the "huge" premium of 62%: look at Yahoo's historical stock price charts for the last few months or so. Yahoo's taken a real big hit, likely for several reasons that are beyond its control, and it might very well be undervalued. This could be a great chance for MS to give an offer price that Yahoo was trading at a month ago but now seems generous.
Microsoft is still dead.
naw, they are the 1600lb gorrilla now. No matter how incompetent they are, they have enough momentum and cash to just smash thru obstacles (either buy or try to fail other startups).
I was young... 6 maybe, so I thought wow yeah heh I'll take all the money.
Sure, MS have cash from their dying desktop, but they still can't build web apps, or compete with google online. I'd say yahoo are almost as bad.
I think the combined search powers could be really good.
Earlier quoted context omitted.
The stock market continues to baffle me. Microsoft is offering $31 per share of Yahoo. YHOO is now trading at nearly $31, up from $19 at the close yesterday. Why would anyone pay $31 for a share of Yahoo right now? There are two possible outcomes: 1) the deal goes through, and you get your $31 back either in Microsoft stock or cash. No net gain. 2) The deal doesn't go through and YHOO drops back to around $19, losing…
The speculation and exuberance. This rumor is over a year old; it was also first floated around Q1 last year and YHOO's stock price surged that time too. I seriously thought Yahoo was going to sell that time but they didn't. Perhaps this time is different?
One thing quite a few people are failing to notice when describing the "huge" premium of 62%: look at Yahoo's historical stock price charts for the last few months or so. Yahoo's taken a real big hit, likely for several reasons that are beyond its control, and it might very well be undervalued. This could be a great chance for MS to give an offer price that Yahoo was trading at a month ago but now seems generous.
A company that's been declining for 8 quarters in a row and trades at 40 times earnings (before the Microsoft offer) is not undervalued.
microsoft's bid on yahoo is a perfect illustration of why microsoft is doomed to failure.
how many startups could they fund with $45 billion? 100? 200? 1000? why exactly do they want to be at the helm of a slowly dying web portal left over from the first dot com boom?
i remember someone talking of microsoft and relating their situation to a victim in a horror film. we can all see the monster lurking behind them, slowly creeping in for the kill. when the sea change of personal computing really does come, whenever that may be, microsoft will not be there, they will be knee deep in shit, trying to claw themselves out of the hole that they've spent the last five years tirelessly digging.