Comments on: Microsoft warns it could withdraw Yahoo bid

By: macdisser,bronx,new york

macdisser,bronx,new york — Thu, 10 Apr 2008 23:11:14 +0000

msft should withdraw its offer and then comeback next with an offer of $15 per share

By: Sid, Katy TX

Sid, Katy TX — Sat, 05 Apr 2008 18:39:05 +0000

Microsoft is a stumbling giant at the moment. It’s vista release has not been so hot. msn.com a rival to yahoo and google never became anything worthwhile.
The folks at yahoo use open source tools and unix. There is very little synergy between yahoo and msft in terms of technology and I always wondered why MSFT was now giving up on msn and trying to buy yahoo. Maybe if you cannot beat them.. join them?

Yahoo will survive this one and hold its own. Google is starting to show some cracks…

Yahoo’s stock may take a beating.. but what does the market know about technology? The same market had written off apple .. and look where apple is now. I have faith in yahoo’s workforce and management.

By: Rick Medina,OH

Rick Medina,OH — Sat, 05 Apr 2008 16:30:10 +0000

It would be nice if the guys who write this stuff would spell-check and other-wise proof-read their work.

Second-to-last paragraph: replace ‘formerly rejected’ with ‘formally rejected.’

By: Gaetano Marano - Italy

Gaetano Marano - Italy — Sat, 05 Apr 2008 14:58:46 +0000

with $44 billion, Microsoft can start TEN companies like Yahoo from ZERO, but, if they want to burn so much money, why don’t use a “slice” of them to do something really new and better, as explained in this article: http://www.ghostnasa.com/posts/027applenasa.html

the same suggestion is good also for Apple that has $18 billion CASH in its pockets

By: Jean, Ottawa, Canada

Jean, Ottawa, Canada — Sat, 05 Apr 2008 14:18:31 +0000

Anyone who thinks YHOO is worth more than $30/share is INSANE FOLKS!!!!! MSFT should retract the offer and sit back and watch the shareholder lawsuits fly.
Then watch YHOO come crawling back begging to be acquired, that would be poetic justice IMHO!!!

By: P.Blake Overland Park, KS.

P.Blake Overland Park, KS. — Sat, 05 Apr 2008 13:29:34 +0000

MSFT will achieve the purchase of Yahoo. But if Yahoo shareholders aren’t careful it will be at a much lower price. Anyone who thinks Yahoo’s share price will only drop to 18/19 a share if MSFT withdraws it’s bid is living in a fantasy world. Yahoo’s share’s will lose close to 50% of their value with a 12/14 range being more more representative of current market conditions. Then MSFT will come back with a lower bid of 24/25 a share that Yahoo shareholders will have no choice but to accept. A second withdrawel of offer would destroy yahoo’s share value completely to a 6/7 a share value. Yahoo shareholders are being put at risk and being duped by the greed of it’s CEO and BOD. If they don’t act fast they will almost certainly lose $$$$ and not gain.

By: K, San Francisco

K, San Francisco — Sat, 05 Apr 2008 10:00:38 +0000

$40 dollars is overvalued. Dot.bomb valuations is one thing, but take a look at the IPO market. Yahoo is lucky to receive the offer on the table.

By: Brett, San Marcos, Texas

Brett, San Marcos, Texas — Sat, 05 Apr 2008 06:11:16 +0000

There is absolutely little synergy and value added incentive to this tie up. It reminds me of the movie “Grumpy old men”. The two lamest and behind companies in America team up to form into Hobo – The mismatched robot. All the while google has an entrenched market who will never use crappy Yahoo search or MSN garbage, only old people and computer illiterates even use those sites now days. Gmail, Google Finance, and Google search is dominant – thats the bottom line. If you want to find what your looking for then Google is the one, and they know how to build on this lead and maintain it, they are actively expanding it. Short Yahoo, it is garbage, they are dumb for not jumping on the deal, If I were microsoft and saw the streets lack of enthusiasm for this deal I would walk away. YHOO trades at a current P/E of twice google, it is even overvalued comparatively.

By: Shashank, San Jose CA

Shashank, San Jose CA — Sat, 05 Apr 2008 05:58:51 +0000

Pressure tactics for YHOO BoD to act fast. Withdrawl of the offer will subject YHOO to go to $18-20 level, which will not go down very well with Shareholders and blame will be on YHOO BOD and Mgmt.

By: Tak, Vancouver

Tak, Vancouver — Sat, 05 Apr 2008 05:22:25 +0000

Microsoft should stop the Yahoo deal now. As it can pickup a lot less later.

By: Brent, Albuquerque New Mexico

Brent, Albuquerque New Mexico — Sat, 05 Apr 2008 04:55:38 +0000

Gee, after 10 years where is microsoft on the net?….NoWHERE!…without yahoo, google will eat them alive over time. Microsoft HAS to buy yahoo to even compete….PERIOD!

By: Iv, San Jose, CA

Iv, San Jose, CA — Sat, 05 Apr 2008 04:39:32 +0000

The truth is – Yahoo is worth what it’s worth, which is <$30. Sure, Yahoo executives can dream that their company is worth PE’s in the 80’s, so did a bunch of dotcom dreamers 10 years ago. $40 bluff is a good one, but don’t get gready, you are already offered 50+ PE’s, with economy in recession. MSFT made a good call.

By: Steve, Austin, TX

Steve, Austin, TX — Sat, 05 Apr 2008 03:44:18 +0000

Microsoft should not buy Yahoo for $41 billion. Yahoo’s days are numbered, and if MS waits, then they may be able to purchase them for a lot less.

By: Neo, San Francisco, CA

Neo, San Francisco, CA — Sat, 05 Apr 2008 02:40:13 +0000

Funny….Microsoft is acting as if Yahoo! came begging to them to take them over. They must pay more if they really want to acquire Yahoo!.

By: b.libicki, san francisco, ca

b.libicki, san francisco, ca — Sat, 05 Apr 2008 02:18:05 +0000

> Microsoft is broadcasting to Wall Street that Yahoo’s stock would become vulnerable it if withdraws its bid.

Of course it’ll take a hit, and it’ll be driven and amplified by Wall St traders that can finally make a buck on predictable directionality. So what.

Yahoo is a great company with enviable assets and phenomenal strategic positioning due to the long term investments and progress it’s made in the past 12-18 mos while it’s been quietly maneuvering behind google’s long shadow to capitalize on what the online ad market will evolve to become once middle america realizes that the ‘internet’ is more than google.com.

all this is unknown to most and under-appreciated by the rest.. doesn’t anyone realize that google gets most it’s $ from it’s ad publishing network (adsense), not keyword advertising on google.com (adwords). yahoo currently competes only with the latter so far via panama, while working on soon launching a competitive product to the former!.. = lots more growth in $ and share on the horizon.. hence their recently release growth forecasts!

also, their starting points – partner of choice – and must-buy strategic approach is right on. shareholders would be smart to hold pat while msft plays it’s games. even a withdrawn bid may crush yahoo stock in a knee-jerk reaction and short term basis, but shareholders will find a bigger upside to buy on those lows and hold through while the storm is weathered and yahoo emerges again with accelerating growth and dominant market position within a more ubiquitous internet culture that will take shape here and worldwide in the next few years.

kudos to yahoo for holding it’s ground.

nay-sayers and wall-street traders, don’t know the first thing about yahoo’s value b/c they just don’t get it. clearly they’re not even paying attention… let’s not forget how many places yahoo is the leader. a strong second in search. plus massive vision/leadership and investments in mobile, intl, data-driven advertising, integrated solutions and research.. aside from the new publishing ads network to cut into google’s monopoly there with adsense.

$40 a share or hold tight yahoo, imo… anything less and you’ll be better off independent in the long term, as will shareholders.