Yeah I was surprised to see the headlines from last night change to the headlines today. When MSFT and YHOO first announced talks I was like finally MSFT doing something proactive in there quest to move forward. As Microsoft really needs no help in the software department, and they have pretty much written of the search market and excepted the dominance in Google in that field. That left the real issue here with YHOO Their advertising platform. and this is where MSFT has to step up. Internet advertising is really a untapped market with GOOGLE getting a huge lead, but there is plenty of space to fill here as people are really waiting for a alternative to Google. How is this going to play out? Well with the unpredictable Ballmer leading MSFT and the Kamikaze Pilot Yang willing to go down with his ship. Its hard to see this deal happening. Whats the outcome? Neither party wins here..Tomorrow we definitely see YHOO open lower and MSFT needed this so bad i expect to see them trade lower. Going into this weekend things looked hopeful and I think if you were holding MSFT or YHOO and better yet both you had a winning hand, now you need to decide if you want to buy YHOO on the dip and just wait out MSFT to see there next move. But if this deal ever gets done.. MSFT won't look back.
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I really thought that MSFT would improve tomorrow? (Mon.) I say this because every time it looked like these two would get together msft stocks would tank.
I agree MSTF would benefit from the acquisition in the long run but from what I read from it's investors (us , but not me) is that they are scared of this deal. So i look for a short upward movement for now. I don't think MS has turned completely away from Yahoo.
Gabriel...
I concur, MSFT will be up, but YHOO will tank.
YHOO really needed this to survive. Their arrogance in rejecting the initial offer is stunning. Their stockholders will be justifiably upset.
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