Speculating on Yahoo

[zyzzyva57]

Okay, let's see, Microsoft is saying no-way does it want to buy Yahoo
Okay, but if you were M$, how would you like to wake up with iYahoo, after Apple buys Yahoo, on one side and Google on the other

Me thinks this would not be so pleasant, say like fried turkey :thefinger:

[BuyOnDips]

I wonder why MSFT is raising debt? They have plenty of cash.

http://www.reuters.com/article/marketsNews/idINN204236320081120?rpc=44

I have a strong feeling that Ballmer is going to do something stupid. At least with the steep market decline, whatever MSFT winds up buying(I'm guessing they will buy something soon) will be a lot cheaper now.

[zyzzyva57]

If M$ lets Yahoo slip away, esp to Apple, this will be one of the top boners of 2009, as Yahoo spurning a buy out by M$ in 2008

I am sure Google would love to do the deal if the Goog could legally do so

[BuyOnDips]

Looks like something might be brewing between MSFT and YHOO. Carl Icahn upped his stake in YHOO. Also a newspaper is reporting that MSFT is in talks to buy YHOO's search for $20 billion.

http://www.reuters.com/article/marketsNews/idINLU6681520081130?rpc=44

IMO, MSFT would probably be a good short if they make that deal.

[zyzzyva57]

For fun, let's be a fly-on-the-proverbial wall based on this article (http://seekingalpha.com/article/108442-microsoft-yahoo-round-two?source=feed):

Okay, we are on the ceiling of the inner sanctum of M$, watching M$'s CEO Steve Ballmer:

"Gang, we do NOT want to wake one fine morning facing Stevie Jobs next big announcement is iYahoo!!!!!!!!!!!!!!
"We want the ad revenue Yahoo searches generates, BUT how many searches are generated from within Yahoo email and Yahoo Finance particularly, so we need the whole Yahoo shebang
"Let's face it Yahoo email is still strong, and Yahoo Finance is the best basic finance site out there--blowing away (ug) the Goog's
"We must not over-play our hand though: we do NOT want to be seen as a Wanna, and there is the legal element, particularly the legal gnats the Goog WILL throw in

"See, the Goog's CEO Eric Schmidt (and Cramer fav) is high in the Obama camp, so behind the scene the Goog will--NOT could--pull some powerful strings
"In our camp, we have plenty of ready cash, so we do NOT need complex deals full of Black Box financing the public is fed up with

"If we make an open play for Yahoo before Obama is pres, we will have the Yahoo stock holders on our side
"I say we move like the theme song in the movie 'Jaws'! Yahoo we are coming after you! Google, here's to you :thefinger:"

[psychOnAcycle]

MSFT is allegedly wanting YHOO at a $20b deal, current price for yhoo is at 11.50ish if they take that said deal that should put yhoo up about 20% to bring the price to about $14.50 if these rumors are true of course, at a minimum this rumor might spark a few points without anything official anyhow, i personally might trade this deal.

[zyzzyva57]

Speculating on "yhoo" might be worth it, particularly seeing as how I won't be

I am still smarting after being screwed playing with "siri"

If you decide to take a dip with Yahoo, be sure not to be a pig and get out fast if the stock goes up!!!!!!!!!!!!!!!!

Major good luck:D

[psychOnAcycle]

i hope some form of strong news comes out early this morning with better facts about this deal, we will see what happens if i open my trade account at 7:01am and yhoo is already premarket at $12+ its probably going ride up a little bit. I have a feeling the market will not be able to weather the boatload of bad news this week...which is pretty much priced in mostly..well before the rally it was...if yhoo can fight the current it is probably a good bet, just like "c" was a good 2-3 day trade(which who knows where that will be tomorrow with them selling parts of their company)