Microsoft makes a bid on Yahoo. As a former Yahoo shareholder, all I can say is: thank goodness, someone please get Yahoo the care she deserves!
MicroHoo! or Ya!Soft? What do you guys think?
Microsoft here comes in for that first slightly awkward kiss. Yahoo seems to be in that state where you expect it coming but still haven't quite figured out. Anticipating, but not quite sure. I think this sums it up perfectly. Yes, Yahoo still looks hot but she needs change, she's feeling lonely, everyone is leaving her. She's sad. She wants to be spoilt, adored, tickled. She needs her flairboyance and panache back. She needs Mr. Softee in her life.Don't you think?
And yes, yes, it'll be probably still be called Microsoft or most probably the Microsoft Yahoo Division.
By the way, I did pick up Microsoft's stock today. $30.27 was just too attractive to resist. And can you foresee what Yahoo Search, Alibaba etc. can do for Mr Softee's top-line and bottom-line and yeah, love handles. :p
27 Comments:
MicroHoo! hahahaha!
And when Google buys Microsoft, they can call it GooMicHoo! lol!
Awkward first kiss!
I can it AFK syndrome. It is a natural phenomena.
What I think is interesting is those awkward moments are so memorable to many people.
And imo, it is all that happens afterwards that should have the more lasting thoughts.
MicroWho may be very apropos in the coming yeaers as their fearless leader Bill Gates is giving up the goodship lollipop at year end.
John,
Bill Gates is sooooo yesterday, and that is why I am so excited to see how MSFT will progress! It would be terrific if they got some new sexiness in the company with a new fearless leader who is innovative and envisioning. :)
hehehe
-flounder
Both MicroHoo or the current MSFT are too big to grow rapidly. Gotta find smaller companies.
Teeg,
anon is right, msft long ago has reached a critical mass point. They got some new sexiness out of the new launch and gaming.
And I expect it can be traded on the long side once in a while over the next few qtrs if it can hold the 29 handle near term.
One thing should be Crystal Clear to everyone regarding the investor response to the yahoo announcment - they sold the livin piss out of MSFT on Friday. This is what generally happens when investors fear that an acquistion will be dilutive to a company's earnings and such over the next few fiscal years.
Some acquisitions are considered acretive to earnings others are not.
When the tape gaps down like that on an acquisition announcement, whether investors are right or wrong in the long run for dumping their msft shares on Friday, its generally a very bearish indication for the intermediate term prospects for the stock price performance over the next few quarters.
Perception is everything in this game and the announcement may well be perceived as an act of desperation on MSFT's part to somehow compete with GOOG.
Marrying two companies, each struggling to compete with a leader, seldoms produces an offspring with genes other than those of the parents. That is likely why investors didn't respond well to this merger. On the other hand investors haven't been correcting GOOG's valuation lately as well. Perhaps this sector just needed some correcting.
ANON,
GOOG WILL HAVE SOME NEAR TERM RISK BUT SINCE THEY ARE STILL STEALING MKT SHARE (SEE EARNINGS ANNOUNCEMT), THAT WILL BE A CUSHION TO THEM LIMITING DOWNSIDE RISKS, AND THEY WILL REMAIN THE LEADER FOR THE FORESEEABLE FUTURE
PS. TG PREFERS A NAMETAG TO ALL HER ANONS, YOU COULD BE ELROY JETSON FOR ALL SHE CARES,
TG knows me.
awwww Elroy Jetson!
Anon A, can you give me a hint? Do not get hurt feelings but isn't there something a little more you can "do" with your moniker to make it a bit more memorable for me?
how bout the following moniker
Six Guns South,
as his claim to fame
To me, Goohoo makes more sense. Google's search combined with Yahoo's content would make for some awesome synergys. Google may just step in & up the offer, if for nothing else than to tweak the Softie.
I kinda thought MSFT would go after EBAY or RIMM. I'm staying away from this one, but forced to choose, I'd buy Yahoo here. It's still trading more than 10% below the offer.
MSFT spooks me because of Gates' retirement. He owns over 850 million shares & lord knows how many options..what's he gonna do with them? Look at way Hank Greenberg pummeled AIG's share price last year with his relentless selling.
I wonder if Google might buy AOL and make Time Warner happy?
Hi, TG
I an a long term investor. At one time I spent some time chatting with you for a while. I am waiting for spring.
And of course, I am an ardent admirer of you.
Hi, TG
I an a long term investor. At one time I spent some time chatting with you for a while. I am waiting for spring.
And of course, I am an ardent admirer of you.
Ooops
And I'm obviously too old for you.
Elwood,
Isn't there some fine print as to what Gates can or can not do with this shares after he retires? Has he made any mention about it himself?
John,
lol! "Six Guns South"!
Nice to see you have a creative side along with those incredible gray cells. :)
Anon A,
lol! And "they" say age is relative. hmmmm...
Jim,
You mean there still is an AOL? hehe
I can assure you that if its relative, its still nice to have less of it than more. If 60 is the new 50, I'd still like to be 30 again.
Good to see you out there. I'm trying out my daughters new Mac. Very nice.
Can you find me a good recording on the internet of Theodis Ealey's "Stand Up In It". I have been taking dance lessons and love Shagin' to that.
I can assure you that if its relative, its still nice to have less of it than more. If 60 is the new 50, I'd still like to be 30 again.
Good to see you out there. I'm trying out my daughters new Mac. Very nice.
Can you find me a good recording on the internet of Theodis Ealey's "Stand Up In It". I have been taking dance lessons and love Shagin' to that.
T.G.
I'm not aware of any restrictions or lack thereof on Gates' stock. He has been selling though, he recently held over 100 million shares.
I don't follow MSFT that closely, but do remember reading about him saying the reason for selling was for diversification into other interests, such as his foundation.
He is supposed to stay on as chairman for a while, no? Hopefully he won't pull a Greenberg, but AIG is a huge company too.
SEATTLE (Reuters) - Yahoo Inc (YHOO) said it may take "quite a bit of time" to weigh its strategic options, including keeping the company independent, following Microsoft Corp's (MSFT.O: Quote, Profile, Research) $45 billion (23 billion pounds) offer to buy the company.
In a weekend posting on the company's Web site, Yahoo said it was undertaking a deliberate review of Microsoft's unsolicited offer to pay Yahoo shareholders either $31 in cash, or 0.9509 of a share of Microsoft common stock.
I'm still accumulating MSFT by the way ...
It may stay under pressure but my cost basis is now roughly equal to current market price. If HPQ earnings are any clue, MSFT isn't doing too bad with the topline and bottomline.
:)
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