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POPSIcahn After Yahoo? Icahn may be reworking the landscape of corporate America, one shareholder battle at a time. He pushed BEA into Oracles' arms; he got Motorola to agree to try to sell its handset division. And now Yahoo? It could wind up with the Redmond boys after all.
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POPSMicrosoft Still Lurking Expect more fireworks. Ballmer seems intent on trying to win over Yahoo! shareholders, independent of what the board has voted. We still are surprised that MSFT can't think of more ways to spend $40 billion......
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POPSYahoo! Code Yellow Rumors are running wild that the Yahoo! board is meeting to review the Microsoft bid. The directors have a fiduciary obligation to maximize shareholder value--otherwise they should brace themselves for a flood of class action lawsuits. Stay tuned.
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POPSBlodget's MicroHoo! Solution Former analyst turned blogger Henry Blodget has offers up his ideas about how MSFT & YHOO should combine forces. It's a pretty interesting strategic idea--but falls apart over issues such as leadership and execution. Steve Ballmer wants to make this deal happen. The idea that he'd delegate the whole thing to somebody in an organization where he has a mere 51% ownership sounds like a tough sell.
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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.
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