Steve To Jerry: Sorry, I'm Not Taking You Back

yhoo shareholders are just like those auto makers that are so eagerly looking for a bailout. how pathetic.

I think Ballmer was overjoyed when the original deal finally fell through. It soured on him immediately when he was rebuffed, and then he started realizing what a mistake it was. He took steps to kill it and crossed his fingers, and lucky for him Jerry stuck to his guns. Ballmer won't make the same mistake twice.

Microsoft will buy Yahoo outright if that's what it takes to acquire their search. If they can just extract Yahoo search so much the better, so expect Ballmer to stick to this line for quite some while, hoping commentators, opinion and finally Yahoo itself fall into believing it. After all Yahoo isn't going anywhere, & tricky for Yang to publicly refuse a search only deal saying he belives it will force Microsoft to make a full bid when Microsoft themselves are denying having any interest in making a full bid.

If Yahoo concede to a search only deal with Microsoft, Microsoft's next move will be to acquire AOL, further marginalizing Yahoo.

Strategically Microsoft needs to acquire the more important prize of Yahoo search FIRST, not acquire AOL then risk, if Yahoo won't sell search only, also having to acquire all of Yahoo & the integration nightmare of that double acquisition. Bewkes, understanding this, treads water on the Yahoo/AOL merger talks, hoping Yahoo will concede to selling Microsoft their search & he'll then get his clean exit for AOL via a Microsoft buy.

Best interests of Yahoo are to NOT concede a Microsoft search only deal but to row it alone with their own search until Microsoft returns with a full offer - which might take some time, but will eventually occur.

On the initial offer it was, we respect the talent, bla, bla, bla..., people need to understand this is a trillion $$$ opportunity, bla, bla, bla..., this is a business of scale. Hmmm! Could it be that the scales are coming off? Or, are these guys just poker players? Based on my analysis, the reason MSFT stock initially dropped so precipitously was the shock of the offer. It came to close on the heels of statements made mid 2007 that stated, we have all we need to put together our search and ad offering, bla, bla, bla... Following that, the equities drifted lower on some expectation of decisive action to confirm the expressed conviction. Now, we have a stalemate in the sand box. What gives? Neither have signaled a substantive strategy, and execution is poor from both sides. Management, and I use that term loosely, does not seem to know how to create value. The franchise appears solid on both sides. If there synergy, then replace the current management on both sides and get someone who understands how to create shareholder value. Bonne Chance!

Jerry is the classic entrepreneur who thinks his "baby" is worth more than it is and doesn't know when to turn the running of the company over to someone who can make unemotional decisions. I was in business with a guy like this...he basically took a very successful company that was a good merger candidate and drove it into he ground because of his ego. Now it isn't even worth the cash they have in the bank. I'm glad I got out two years ago or I might have done something bad to him.

I think Steve should give it another try. Put the pride aside and finish what was started. He's going to come out the winner in buying Yahoo for less than half of what he originally offered. Jerry, unfortunately, played chicken and lost.

This morning's reaction to the Ballmer news just shows how many hedge fund traders are in this stock right now for the event. When it appears the event isn't happening, they all dump at the same time. No attention is given to valuation, which is even more ridiculous now that Yahoo Japan and Alibaba stocks have recovered somewhat.

Nobody is talking about a potential TWX/YHOO marriage, which is why I brought it up as a possibility. The one way for Ballmer to get back to the table fast is for Icahn to call Bewkews at TWX and engineer a competing bid. If Ballmer knew that he could no longer let Jerry twist in the wind due to another suitor emerging, he'd change his tune fast.

Who knows. A bidding war for YHOO could erupt next year, between TWX and MSFT. Just speculating, of course.

Microsoft only wants to stick it to Google so they might encourage and take a stake in a YahoOL merger so the AOL/Google deal could be torn apart making Live the default search engine on Yahoo and AOL.

This would be a major slapping to Google.

meant to say -

do you really think TWX SHAREHOLDERS would stand for that?

wow

Again I'll say... I love Yahoo, use them all the time and hope that they succeed, although I no longer have a stake.

Still, there is a degree of satisfaction to watch what Microsoft Hate did to them. Pure and simply, just look what being a hater did to them.

"Dee Dee Dee... D-D-D...D
... Dee Dee Dee... D-D-D...D"

I'm a PC.

Hey, where's the disclaimer about being a "long-term owner of shares".

Getting a little embarrassed Henry? ;)

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He added that he thought there were still opportunities for some kind of partnership around search.
We don't think Steve is bluffing. We think he really has moved on. But we also note that this is Steve Ballmer we're talking about: He could always just wake up one morning and change his mind.

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i have no idea why jerry Lang would think that Microsoft would want to go ahaid with a a deal that will take several years to complete. Of which during that time Microsoft will have to rely on Yahoo executives to give truthful relevant information. Do you trust Yahoo to be your partner?

Gordon

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