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POPSA Busy Weekend for Strategic Warriors It's a busy weekend for many. Some investors are certainly trying to ready a "white knight" bid for Yahoo!--but any deal that involves a lot of leverage is going to involve slicing and dicing alot more of Yahoo! than Microsoft has suggested. We've heard all the rumors too--but again, $44.6 or so billion is still a big chunk of change. Private equity investors have to see a way to significant upside in the deal in the not-so-distant future--that spells even more dismemberment than Microsoft would likely cause. News Corp? It's own market cap is a mere $60 billion--taking on Yahoo! would be more of a merger than an acquisition, and News Corp. investors might punish Murdock by taking his stock down another 10-20%. Can Yang wring more money out of Microsoft? Again, only likely at the expense of employees. Our prediction: Microsoft will take the prize home.