Averylane,

Interesting idea. Counterintuitive, and I always like it. The only problem, to break up
monopoly you need to prove that company abused its position. Even then punishment might be
less than slap on the wrist (like it was with MSFT).

those of us that don't trade options, I think this is a great M&A play. The deal has a
very good chance of getting done at at least 31 and probably higher. YHOO dips trades
around 28-29. I think its a good buy at 28 and wait it out... don't want to tie up a lot
of money but get in in case it does run up to 34 or 35.

Last edited on: 02-13-2008 06:45 pm

I think they just want to buy market share. Since windows made them, they have always
thought they can out-advertise their way to the top. I think this stopped working shortly
after Windows and since then, they have destroyed everything they bought. Here is an idea
though, what if, by buying YHOO, they were able to shrink their combined market share and
make GOOG look like a monopoly? This would force a break up of GOOG. Probably the only
way they could compete.

I still can't make sense of it. If MSFT wants YHOO developers, hostile bid is not the way
to do it. If they want to make money of the Internet at last, they'd better outsource all
their Net business, they just absolutely hopeless. If they want user community, or
Internet real estate, it's not that easy. If MSFT handles it the usual way, users will
leave in droves and real estate will lose its value. And this move absolutely can't help
MSFT in search. You can't make first class product by combining two second class ones.

From technical point of view, this is not a merger, this is a murder of YHOO. From
investment point of view, my thoughts are href=http://muddlinginvestor.blogspot.com/2008/02/microsoft-is-buying-yahoo-buy-google.htm
l>here.

Yhoo produced a Bullish Engulfing candlestick for FEB 4. Should go higher, maybe it will
hit 31.00 after all...I have calls in YHOO and still holding

Idiotic move by MSFT. Shows they are desperate.

Could pick up the only worthwhile piece of YHOO - Yahoo Finance - for a song in bankruptcy
soon.

SAN FRANCISCO (Reuters) - Yahoo Inc (NasdaqGS:YHOO - News) would consider a business
alliance with Google Inc (NasdaqGS:GOOG - News) as one way to rebuff a $44.6 billion
takeover proposal by Microsoft, a source familiar with Yahoo's strategy said on
Sunday./quote)

The deal will get done. I'm just wondering if YHOO will want 34.or 35. instead of 31.

this looks like a great deal but at closer to $40.with the inital hype wearing off google
and the big money starting to move on this looks like the right time.......