Yahoo, Time Warner reportedly discuss deal to thwart Microsoft bid
,----[ Quote ]
| Yahoo and Time Warner have held talks on a deal designed to thwart
| Microsoft's bid for Yahoo, according to a report in The Wall Street Journal.
`----
http://www.news.com/8301-10784_3-9886157-7.html?part=rss&subj=news&tag=2547-1_3-0-20
Yahoo, Time Warner step up combination talks: report
,----[ Quote ]
| Yahoo Inc and media conglomerate Time Warner Inc have stepped up talks to
| create an alternative to Microsoft Corp's offer to take over the Web company,
| the Wall Street Journal reported on Wednesday citing people familiar with the
| matter.
`----
http://ca.reuters.com/article/technologyNews/idCAN0555400320080305
Yahoo elephant follows Microsoft, Gates
,----[ Quote ]
| I find it more than a little comical that Microsoft CFO Chris Liddell didn't
| get any questions about Yahoo and Bill Gates did get asked about it at a
| SharePoint conference.
|
| Even when Yahoo is not openly discussed, it's always on people's minds. I
| find myself wanting to ask nearly every Microsoft executive to answer a
| question two ways, addressing their answers both if the Yahoo deal goes
| through and if it does not.
`----
http://www.news.com/8301-13860_3-9884987-56.html
Earlier:
Innovation Through Acquisition
,----[ Quote ]
| And Microsoft's (MSFT) recent $44 billion megabid (BusinessWeek.com, 2/1/08)
| for Yahoo! (YHOO) is a last-ditch hedge against Google (GOOG), which has
| managed to innovate circles around the two tech titans.
`----
http://www.businessweek.com/innovate/content/feb2008/id20080229_576734.htm?campaign_id=yhoo
Even Microsoft Doesn’t Know If It Is Talking to Yahoo
,----[ Quote ]
| What investors want to know about Microsoft and Yahoo these days is this: Are
| they, or aren’t they? Talking to each other about Microsoft’s $40
| billion-plus takeover offer, that is.
`----
http://blogs.wsj.com/deals/2008/03/04/even-microsoft-doesnt-know-if-it-is-talking-to-yahoo/?mod=yahoo_hs
Microsoft Office Online - Attacking the Innovator's Dilemma
,----[ Quote ]
| Nick Carr has a lead on the story that we all knew was coming eventually: Key
| Microsoft (Nasdaq: MSFT) applications, including Office, may be moving
| online, soon. Carr’s source says to look for enterprise applications to move
| online as web services with Salesforce-like usage fees, popular PC
| applications to move online with advertising support, and expansion of its
| data center network to provide storage for everything.
|
| In short, they’re responding to Google Apps and Google Docs, which now
| account, according to analysts, for up to 2-3% of Google’s total revenue
| (call it $400m a year, up from $40m a year ago)..
`----
http://seekingalpha.com/article/66812-microsoft-office-online-attacking-the-innovator-s-dilemma?source=yahoo
Microsoft's Bid for Yahoo: My Signal To Finally Buy Google
,----[ Quote ]
| I found on SnapSheet Monday the news that Google Apps's revenue has gone from
| $0 to $400 million in just three years. It's up ten-fold from just a year
| ago.
`----
http://seekingalpha.com/article/67118-microsoft-s-bid-for-yahoo-my-signal-to-finally-buy-google?source=yahoo
Microsoft CEO Ballmer: Yahoo Offer Reasonable; 'Alternatives Considered'; 'That
Small Company'
,----[ Quote ]
| Cryptically, Ballmer added: "There's been a range of dialogue and there's a
| range of alternatives being considered. I think it's best for me not to get
| into the detail."
`----
http://biz.yahoo.com/paidcontent/080303/1_320540_id.html?.v=2
Microsoft says no new developments on Yahoo offer
,----[ Quote ]
| Speaking at the Morgan Stanley Technology Conference, Chief Financial Officer
| Chris Liddell said there has been no major developments since Yahoo rejected
| its original cash-and-stock offer to buy the company at $31 a share.
`----
http://www.reuters.com/article/marketsNews/idUKN0336406820080303?rpc=44
Yahoo Creating Lab in Bangalore, India
,----[ Quote ]
| Yahoo Inc. said Tuesday it is creating a laboratory in Bangalore, India as
| part of its research and development effort.
`----
http://biz.yahoo.com/ap/080304/yahoo_lab.html?.v=1
Recent:
The Courtship of Yahoo’s Jerry Yang
,----[ Quote ]
| Microsoft may be skidding dangerously close to blowing its opportunity.
| Wednesday, Yahoo management–which already has rejected the offer– issued
| a “go away, please” note to Microsoft in their annual report, listing the
| ills the Web search and advertising company has or will suffer as long as
| Microsoft continues its pursuit.
`----
http://blogs.wsj.com/deals/2008/02/28/the-courtship-of-jerry-yang/?mod=yahoo_hs
Return of founders a mixed picture for tech firms
,----[ Quote ]
| Can founders of large companies swoop in to the rescue when their ships have
| gone adrift? The high-tech world has seen two such examples in the past year,
| and the jury is still out on both.
`----
http://www.marketwatch.com/news/story/michael-dell-has-been-back/story.aspx?guid=%7BC62F1CB8%2DACD1%2D4C31%2DB76F%2DEF246AE435D3%7D&siteid=yhoof
News Corp. can't lose in a Yahoo deal, analyst says
,----[ Quote ]
| In the convoluted saga of Microsoft Corp. bidding to gobble up Yahoo Inc.,
| speculation about News Corp. emerging as the white knight to rescue the
| beleaguered Internet giant refuses to die.
`----
http://www.marketwatch.com/news/story/news-corp-cant-lose-yahoo/story.aspx?guid=%7BC9733110%2D1F7E%2D45FE%2D9019%2D90ED24FDCC1F%7D&siteid=yhoof
Is Capitalism Immoral?
,----[ Quote ]
| Theil, who studied French and German financial textbooks as a fellow for the
| German Marshall Fund, compiles a couple of quotes from the books that guide
| Europe’s impressionable young into what he calls a “deep anti-market bias.”
| One German textbook intones, “The worldwide call for…more deregulation in
| reality means a grab for the material lifeblood of the modern nation-state,”
| and a French one teaches, “Globalization implies ‘subjugation of the world to
| the market,’ which constitutes a true cultural danger.”
|
| [...]
|
| In contrast, it would seem easy to conclude that “Western-style capitalism”
| is actually only practiced by the U.S. and Britain. Those two countries are
| the biggest sellers of their own homegrown assets, according to a report this
| week from Canada’s Secor Conseil.
`----
http://blogs.wsj.com/deals/2008/02/29/is-capitalism-immoral/?mod=yahoo_hs
Yahoo to extend proxy slate deadline?
,----[ Quote ]
| In the next two weeks, observers of the Microsoft-Yahoo courtship will get a
| telling signal as to whether it's headed for a shotgun marriage or a friendly
| embrace.
`----
http://www.news.com/8301-10784_3-9882977-7.html?part=rss&subj=news&tag=2547-1_3-0-20
Yahoo Battling 7 Shareholder Suits
,----[ Quote ]
| Yahoo Inc. is facing seven shareholder lawsuits alleging the slumping
| Internet pioneer bungled its response to Microsoft Corp.'s unsolicited
| takeover bid.
`----
http://ap.google.com/article/ALeqM5gM9JqF0rLcz49fPhWY44jXEPXTmgD8V2VAU03
Yahoo says Microsoft's bid is distracting workforce
,----[ Quote ]
| Yahoo stated the obvious in its annual report on Wednesday by saying
| Microsoft's bid to buy the company is distracting executives and employees.
`----
http://www.news.com/8301-10784_3-9881216-7.html?part=rss&subj=news&tag=2547-1_3-0-20
Yahoo Sued for Spurning Microsoft
,----[ Quote ]
| Two Detroit pension funds have sued Yahoo Inc. and its board of directors,
| saying they breached their duties to shareholders in trying to thwart a
| takeover by Microsoft Corp.
`----
http://ap.google.com/article/ALeqM5jdD7c1YzAOB-suxU2tJ63WjFjxngD8UVK7J80
Microsoft's IBM Moment
,----[ Quote ]
| News Commentary: Microsoft can only lose if it enters into a proxy fight
| against Yahoo.
|
| Supposedly, Microsoft is ready to make a hardball maneuver to replace Yahoo's
| board of directors. A proxy fight would be a highly aggressive move from a
| company that for years sought to remake its tarnished public image. Antitrust
| cases on two continents portrayed Microsoft as a bully, which is a label a
| Yahoo hostile takeover may just revive.
`----
http://www.microsoft-watch.com/content/corporate/microsofts_ibm_moment.html?kc=MWRSS02129TX1K0000535
A Yahoo Proxy Contest: How Good Are Microsoft’s Chances?
,----[ Quote ]
| Microsoft refuses to boost its Yahoo bid, valued at $31 a share a few weeks
| ago. It refuses so thoroughly, in fact, that the Redmond, Wash., software
| giant may be willing to wage a proxy battle to oust Yahoo’s board, according
| to this report. (To do that, Microsoft must nominate a new slate of directors
| for Yahoo within the next three weeks).
`----
http://blogs.wsj.com/deals/2008/02/19/a-yahoo-proxy-contest-how-good-are-microsofts-chances/?mod=yahoo_hs
Microsoft Usually Doesn’t Do This Sort of Thing. Except It Does. All The Time.
,----[ Quote ]
| When Microsoft proposed its $31 a share takeover of Yahoo, the deal’s rich
| 61% one-day premium seemed a necessary part of the audacious bid: at a price
| like that, who could refuse?
`----
http://blogs.wsj.com/deals/2008/02/15/microsoft-usually-doesnt-do-this-sort-of-thing-except-it-does-all-the-time/?mod=yahoo_hs
How Yahoo went from Web star to Microsoft prey
,----[ Quote ]
| A desperate, expensive bid to beat Google; turf wars among divisions
`----
http://www.marketwatch.com/news/story/how-yahoo-went-web-star/story.aspx?guid=%7BB4CA2BEB%2D6DCC%2D41E6%2D871D%2DEC0DB6F67DC4%7D&siteid=yhoof
http://tinyurl.com/34uso2
Microsoft to Authorize Proxy Fight at Yahoo
,----[ Quote ]
| In an escalation of its fight for Yahoo, Microsoft will authorize a proxy
| fight at the Internet company this week, people briefed on the matter told
| DealBook. Unless Yahoo quickly reverses course and enters into talks,
| Microsoft would then seek to nominate a slate of directors to Yahoo’s board
| by March 13, the final deadline for nominations, and pursue a lengthy
| campaign to oust the board.
`----
http://dealbook.blogs.nytimes.com/2008/02/19/microsoft-to-authorize-proxy-fight-at-yahoo/index.html?hp
Why Microsoft Should Fret
,----[ Quote ]
| But what if at stake in the battle isn't just Microsoft's position in selling
| ads, but the very survival of its core software business? Microsoft would
| never admit that so much is on the line.
`----
http://online.wsj.com/article/SB120277476716860601.html?mod=yahoo_hs&ru=yahoo
Microsoft to take case to Yahoo shareholders: report
,----[ Quote ]
| The board believes Redmond, Wash.-based Microsoft is trying to take advantage
| of some recent weakness in Yahoo's share price in order to "steal" the
| company, the report said.
`----
http://www.marketwatch.com/news/story/microsoft-take-case-yahoo-shareholders/story.aspx?guid=%7B7F963245%2D5B26%2D4A77%2D8D18%2D4D2122A9D4AE%7D&siteid=yhoof
http://tinyurl.com/3dpl6n
,----[ Quote ]
| Microsoft is threatening to launch a boardroom coup at Yahoo! within six
| ^^^^^^^^^^^^^^^^^^^^^
| weeks if the internet search engine fails to accept its $45 billion (£23
| billion) hostile takeover proposal or start serious merger talks, The Times
| has learned.
`----
http://business.timesonline.co.uk/tol/business/industry_sectors/technology/article3300964.ece?EMC-Bltn=LOXCF1
Options Before Microsoft: Upping Bid; Tender Offer; Hostile Takeover; Pressure
Tactics
,----[ Quote ]
| Hostile board overthrow: This would be the most contentious, and Microsoft
| has indicated its willingness to go through with this if need be: it could
| seek to oust Yahoo's board at its next election; it would have until March 13
| to nominate a new slate of directors. Yahoo has taken "poison pill"
| provisions, and Microsoft have to oust the board to get past these
| provisions.
`----
http://biz.yahoo.com/paidcontent/080209/1_319741_id.html?.v=1
Microsoft Replies To Yahoo Rejection
,----[ Quote ]
| The response to Yahoo's "no thanks" to a $44.6 billion acquisition held the
| not-so-subtle threat of a more aggressive takeover action by Microsoft.
|
| [...]
|
| "The Yahoo response does not change our belief in the strategic and financial
| merits of our proposal. As we have said previously, Microsoft reserves the
| right to pursue all necessary steps to ensure that Yahoo!’s shareholders are
| provided with the opportunity to realize the value inherent in our proposal,"
| Microsoft said in their statement.
`----
http://www.webpronews.com/topnews/2008/02/11/microsoft-replies-to-yahoo-rejection
Microsoft rejects Yahoo! rejection
,----[ Quote ]
| Steve Ballmer still wants to swallow Jerry Yang's company.
`----
http://www.regdeveloper.co.uk/2008/02/11/microsoft_still_wants_yahoo/
Dueling Fools: Microsoft Bear
,----[ Quote ]
| You don't need to watch the 'I'm a Mac, I'm a PC' commercials to see that
| Microsoft is taking a beating. You see it in the company's financials where
| its online unit, incredibly, is operating at a loss; overheating Xbox 360
| consoles find the company taking a huge warranty hit for a system losing
| market share to the Wii; and the upgrade wave of its flagship operating
| system has been more of a ripple than a tsunami. That last point is
| important. This was supposed to be Microsoft's final feast, the major last
| hurrah for its Windows Vista operating entry and its Office 2007 suite of
| applications before the inevitable embrace of cheaper open source operating
| systems and Web-based apps... In fact, even Microsoft will tell you that its
| fortunes peaked several months ago.
`----
http://www.fool.com/investing/value/2008/01/23/microsoft-bear-argument.aspx
Is Microsoft All Bark and No Bite Anymore?
,----[ Quote ]
| I'm telling you: Microsoft-Yahoo ain't happening. And for those of you who
| say I never admit when I'm wrong: be sure to bring this post up if
| Microsoft-Yahoo ever does happen.
`----
http://penguinpetes.com/b2evo/index.php?title=is_microsoft_all_bark_and_no_bite_anymor&more=1&c=1&tb=1&pb=1
http://tinyurl.com/3ypttg
Excerpts: New Microsoft memo on Yahoo bid
http://blog.seattlepi.nwsource.com/microsoft/archives/132509.asp?source=rss
Microsoft's Last Big Beat: Internet Domination or Death
,----[ Quote ]
| What can $44.6B USD mean? Well, for Microsoft (MSFT) it may mean the cost of
| survival.
`----
http://seekingalpha.com/article/63876-microsoft-s-last-big-beat-internet-domination-or-death?source=yahoo
Microsoft says to borrow money for Yahoo deal
,----[ Quote ]
| Microsoft Corp said on Monday it may borrow money for the first time in its
| history to fund a portion of its $44.6 billion unsolicited offer for Yahoo
| Inc.
`----
http://www.reuters.com/article/companyNews/idUSN0455692920080205
|
|
