the deal would not do any good for microsoft, and not for yahoo! either.

Buy other companies for the tech, but MS still needs to get their **** together at home.

but you are 100% right that i predicted the deal would happen. I still think it will, as do the markets. more on that later.

all your groundless presumptions won’t change what happened. but guess all these messages are catching a lot of readers like me. nothing more!

In any case, I think we are looking too closely for intent.

I’m not sure if “partnerships ” translates to acquisition. You’re reading too much into it. Must be the lawyer within u

I hope the shareholders kick Yang right in the Yangers.

Coupled with the presidential election, Microhoo is producing a huge pile of non-news. 2008: When American’s Became Clairvoyant.

http://blog.wired.com/business.....wants.html

Microsoft’s next logical move is to totally attack Yahoo to take the market share. It’s the old Alexander the Great tactic. Circle the city, give them 24 hours to surrender, or tell them their city will be sacked. Yahoo choose the latter option.

Microsoft’s culture is ideally tuned to lay waste to a weaker foe. They’d much rather focus that energy and attack on Yahoo than Google because Google is not winnable, at least not right now.

Even worse for Yahoo is that Google may see that coming and decide they need to attack as well, lest Microsoft get all the share.

Business is war, and Microsoft has the warlords.

More on my blog:

http://smoothspan.wordpress.co.....uch-worse/

Gordon Crawford (Capital Research) is pissed at Yahoo, like I said in an earlier comment. He will oust Yang within a year. Remember what happened to Steve Case from AOL?

So now, the MSFT strategy is the same:
1-Let the stock tank,
2-Let institutions be angry (replace?) at Yang & friends,
3-Go hostile. (Shareholders will welcome MSFT with open arms)

Of course Bill and Steven won’t say that to the media.

But Gates’s speech was coherent with the strategy.

Taken out of context they seem to contradict each other.

At what point will the elephant in the room start knocking about? When people are buying Linux based PC’s to bridge the gap between cell phone and notebook, and Apple is taking more market share every quarter, of course Microsoft won’t sit idly by.

However, I am not sure they can “buy” their way out of this. For every MSN Live, there are Facebooks and Myspace. For every ad play they make, Google makes their ad supercomputer better. I think Bill G has to pull a rabbit out of the hat here, and quick.

With all their moolah, you’d think M$ could perfect Live Search and compete with Google. Does Google have a patent position that prevents this? I don’t know.

Here’s the deal. They have until 5/15 to nominate a slate of replacement board members. They will either wait until the last hour, or have a small shareholder nominate the MS slate without their direct involvement, or pass entirely (my guess).

In any of those scenarios, 5/15 will be an UGLY day for Yahoo stock. REAL bad. 5/15 to 7/3 will be a blood bath. And then Microsoft comes in and makes their $34 per share final offer and it gets done, or Yang is strung up by his privates on a flagpole in front of corporate HQ.

The stock has plenty of room to drop, and it won’t drop until MS passes on nominating a slate.

So the correct gamblers’ strategy is to get out now, and back in a little more every day until MS buys in.