So this weekend a lot of otherwise smart people are asking: “is MSFT going to walk away from YHOO” presumably because Jerry Yang does not want to lose control of YHOO to the point of torpedoing everything in sight. Nice. Score on for fiduciary duty.
Are you people for real. Or just crazy?
Let’s look at some of the facts:
- MSFT’s quarter was not a grand slam, further explaining why MSFT needs to make a big, needle-moving move in online ads.
- YHOO’s quarter was all right, meaning it’s not as crappy of a company as the biggest critics would want you to believe.
- MSFT’s offer of $31 for YHOO remains the best bet for shareholders and MSFT will go direct to shareholders.
- Yes, some YHOO staffers might not like working for MSFT… but MSFT can pull a Neutron Jack kind of move and take over the property and not lose much sleep about YHOOers not showing up. That line about the engineers? A lie. MSFT just wants the eyeballs, traffic, client deals, revenues, and audience. The people are not that important in the mix here.
People, start planning for YHOO + AQNT + MSFT world wide web.
Long YHOO and frankly very tired of all of this about now.
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