On 2008-02-11, Roy Schestowitz <newsgroups@xxxxxxxxxxxxxxx> wrote:
> ____/ John Locke on Monday 11 February 2008 20:45 : \____
>
>> On Mon, 11 Feb 2008 10:12:25 -0500, Jerry McBride
>> <jmcbride@xxxxxxxxxx> wrote:
>>
>>>Roy Schestowitz wrote:
>>>
>>>> Yahoo is seeking to restart merger talks with AOL: report
>>>>
>>>> ,----[ Quote ]
>>>> | The report said tie-ups with Google and Disney also are being explored.
>>>> | The report said "it is understood" that the board will not even consider
>>>> | starting talks with Microsoft unless the suitor group offers at least
>>>> | $12 billion more, representing a share price value of more than $40.
>>>> `----
>>>>
>>>>
>>>http://www.marketwatch.com/News/Story/Story.aspx?guid=%7bFCE1E582-9291-4CB2-9A88-DE8D455E5E18%7d&siteid=yhoo&dist=yhoo
>>>
>>>This must all be very embarrassing for msft to go through... I wonder how
>>>many chairs are now rendered useless?
>>>
>>>HEHE
>>>
>>>Come on Yahoo! Toss another 4 billion into the demand and make it 56
>>>billion... Please.....
>> Its definitely not a good situation for Microsoft. They need internet
>> market share that Yahoo would provide but at the same time the
>> stockholders are having second thoughts.
>>
>> When the dust clears, I would imagine there will be a Google/Yahoo
>> merger/deal of some sort. That would make Google the 800 pound
>> gorilla that Microsoft so fears.
>
> They'll outsource and share traffic/ads. It will bring benefit to both. Nothing
> hostile. Either way, this looks bad for Microsoft, which despite the massive
> buyback has just lost a Yahoo (~$40 billion) in market cap. I haven't looked
> at the numbers recently, but I reckon that Google's market cap isn't far from
> surpassing Microsoft. It's already past IBM's.
>
Goog - Mkt Cap: 163.04B
MSFT - Mkt Cap: 262.55B
So, only about $100 Bill difference. This is probably not over... I'm
saw several different scenarios laid out. In fact, this rejection of
the offer in some scenarios may work to MS's advantage. Only time will
tell.
--
Tom Shelton
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