Yahoo and Google May Announce Search Deal Within a Week

well played jerry. well played.

Ballmer has shown to be an incompetent CEO through this high profile merger attempt. He has bullied and threatened and displayed a behavior not seen in innovative Silicon Valley companies. MSFT has disappointed shareholders and shown that it is incapable of operating in a free market non-monopolistic environment. Being a Yahoo shareholder I was acting with my capitalistic hat first but Ballmer behavior has pissed me to the core. If I worked for YHOO I would have nightmares of working for this turd of a company called MSFT. I can see now why Yang and his fellows would rather hanf themselves than work for this loser.

I used to work for Novell and once I had gone to a meeting at Microsoft. One of their very senior execs (First name is Brad -- you can guess his last name!) took a baseball bat out and said "You compete with us? We will beat the crap out of you until your brains spill on the floor!" This was when MSFT was being accused of monopolistic behavior. I then went on to work for another MSFT competitor and that too was unfortunate to run in MSFT's way and they had an exec that came to visit us and he gave us a powerpoint presentation and outlined a new business plan for us that took us in a completely new direction! And then he went on to say precisely the following words. "We are the most ruthless intense capitalists on the face of the planet. You make do nice with us we will let you live. Otherwise we will stab you stab you stab you until you are dead dead dead!"

If MSFT fails to acquire YHOO now it is game over for them. GOOG CEO Schmidt said in an interview yesterday all the innovative products coming out of GOOG especially the one that relate to monetizing YouTube like never before. If MSFT waits a few months the market and the opportunity are lost. The opportunity cost of waiting a few more months is far more than a couple of dollars more.

Which Silicon Valley engineer wants to work for a bully turd of a company like this???

I am now hoping that Ballmer walks away and that YHOO will do a creative deal with GOOG and get its act together and teach the bullies in Redmond a lesson.

Wow! Talk about timing. This could be the one-two punch that sends Steve to a higher bid... or back to Redmond. The threat of Google and Yahoo teaming up on an ad deal has Ballmer steaming mad... (I have reason to believe that). The question is whether he will throw a chair (at Schmidt) or throw in the towel (with Yahoo). My bet now is they go hostile @ 33 - saying take it or leave it to the shareholders. For them to withdraw the bid and come back at a later date is out of the question - considering the major shareholders may not welcome a lower bid (being that they hold both MS and Yahoo stock). It's now or never for Ballmer - if he really wishes to take on Google.

So let's see this.

They are willing to go up to 33 but not 35.

To save 2 dollars a share.

All this energy, time, uncertainty, "OPPORTUNITY COST", months of bickering, bad blood, loss of talent, GOOG gaining advantage..

To save 2 dollars a share.

Steve Ballmer is a moron.

More evidence that the once might MSFT is now dead. GOOG rules.

Steve Ballmer is a very smart man - and a very impatient one too. It amazes me that he has waited so long to go hostile. I guess we can thank the highly-paid and trusted advisors for this.

For every dollar increase of the bid, this equates to approx 1.4B in value. This is not cheap. You also have to take into consideration that Jerry squandered approx 2.0B for the comp and severance plan in the event of a takeover. Assuming Steve raises the bid to $33/share - this is really a >$5B increase. He has already sufficiently increased the value of the transaction... but then again, if he really wants it $35/share should essentially guarantee shareholder and board approval.

Hi Thomas:

When Google bought YouTube they didn't do a bean-counter calculation.

You do those calculations when you are buying a company for its revenue or installed base or something like that. When you buy a company for "strategic" reasons you put your beans away.

This deal can't be done at the current offer on bean-counter math let alone a higher price. You know that.

Only a moron like Steve Ballmer would bring up his bean-counting machine to justify why he can't pay 2 dollars more when in the first place the bean-machine would not have allowed him to make even the current bid.

Agreed FlyManWalker - this is a completely different type of transaction.

Looks like Steve may be getting hostile. But at what price?? $35 should gain shareholder approval. MS absolutely needs this deal. Vista sales are stalling and corporations have not responded as expected. If they do indeed walk, they may be chasing Google for some time to come... But it appears we may have some kind of response tomorrow.

http://online.wsj.com/article/SB120966628366460063.html?mod=hpp_us_whats_news

I’m sick of all those comments which assume that YHOO will fall down hard, if MSFT walks away. If MSFT walks they will be the only losers. YHOO will immediately announce a deal with GOOG and regain whatever value it loses. It is really the ace of trumps in its hand.

I’m sure the game theorists at GOOG have analyzed all possible scenerios and will structure the YHOO-GOOG deal in such a way that any anti-trust concerns would be addressed and dealt with in advance.

Based on GOOG’s success in completing DCLK acquisition and opening up C-block wireless by bidding, I have confidence that GOOG will come out a big winner from this imbroglio.

If MSFT doesn’t bid to win a friendly YHOO deal, its internet dreams are toast and if it does bid to win ($37+), then its stock will bleed. A short-term bleed might be acceptable by shareholders, if it leads to long-term growth. I would like to add that in internet space, "time is of essence". Its not a good place to nickel and dime. MSFT should learn from GOOG's DCLK bid and be ready to pay big bucks, if they really want the deal to close.

People who suggest that they go hostile are either wall-street types who don’t understand how innovation works in silicon valley or are short-term YHOO buyers hoping to make a quick buck. Remember that MSFT is bidding for the hearts, minds and brains of YHOO, not just the physical assets or the shell of the company.

Another possibility that I haven’t seen mentioned anywhere, in case of a hostile MSFT bid is that the current YHOO management may sell off its Asian assets and sell the remaining assets individually at premium prices, without any anti-trust issues. This would probably be a last resort, and may happen only if the current YHOO BOD is on the verge of losing shareholder vote. This is another thing for MSFT to consider if they plan on going hostile.

disclaimer: long GOOG and small long position in YHOO. No position in MSFT.

@Rav: the "hearts, minds and brains" of yahoo? lol. that may have been applicable two years ago. yahoo is a fast sinking ship that will be worth less in six months, and much less in twelve. unlike yahoo, ms actually has a successful core business and should literally run away from this deal in favor of solidifying its position there.

Henry, get'cho ass out'a the bed!

We need some leadership!

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