Both in the mainstream TV news and online there seems to be a lot more noise than signal about the Yahoo Microsoft merger situation. I still think that Microsoft plans to acquire Yahoo and that they will find a way to make it happen over the next few months.
This view seems to put me in the minority because many are saying the deal is “dead”. That is technically true of course - Microsoft withdrew their offer yesterday - but Ballmer’s letter made it very clear that he was still open to a sale, and I More»

Labels: Microsoft, Yahoo, yang, YHOO

Microsoft has walked away from the merger talks with Yahoo after the two companies failed to reach agreement on price per share. Microsoft had increased their original offer of $31 per share in cash and stock exchanges to $33 per share (I’m not clear if that $33 took into account Microsoft’s lower price since the initial offer or did not factor that in). Most reports said that Yahoo eventually indicated they would sell for $37 per share.
My take on this is that this is a clever strategic move by Ballmer and Microsoft who I think More»

Labels: ballmer, merger, Microsoft, msft, Yahoo, yang, YHOO

Yahoo’s chances of eluding a Microsoft aquisition dimmed today after comments by Rupert Murdock, chief of News Corp who said:
We’re not going to get into a fight with Microsoft, which has a lot more money than us,”Yahoo has been working very hard to avoid a Microsoft takeover, with CEO Jerry Yang stating in a recent letter to shareholders that Yahoo feels the Microsoft offer substantially undervalues Yahoo. However many market watchers see the takeover as very likely, either by eventual capitulation of the current Yahoo board or by their replacement in a proxy battle that More»

Labels: Microsoft, stocks, Yahoo, yang, YHOO

Jerry Yang spoke about Yahoo a few hours ago, and I’d have to say the talk was lackluster given the amount of attention the markets are paying to Yahoo leadership right now, and given the slick Gates keynote of yesterday. (C’mon Jerry - no Guitar Hero action?).
Yahoo spent a lot of time talking about and “introducing” Yahoo Go” Version 3, a product I that I think is not all that familiar even in many “insiders”, but Jerry treated Yahoo More»

Labels: Bill Gates, filo, Terry Semel, Yahoo, yang