Yahoo

To me it's free money long, assuming no SIF debacle over the w/e. But if you are hedged with MSFT short in the right ratio, then that should be ok too.

Playing only the YHOO side is bad trading imo.

nitro
 
Talks of a buyout by Mr. Softy have already been dismissed in the NY Times today - a much more thorough discussion than the New York Post article.

They have said a 'strategic alliance' may be possible - but who knows if even that is manageable given Yahoo's cultural differences.

Microsoft is not known for making massive purchases, and they have already spent their time under DOJ scrutiny for spreading themselves far and wide.

By next week, all the enthusiasm will wick away.
 
Quote from nitro:

MSFT buying YHOO makes tons of sense imo.

I always thought it was an obvious takeover target for MSFT. There is $$$$ just sitting there to be taken on this Merger Arbitrage.

nitro
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Me too. I have been thinking that ever since Goog came on the scene that the only solution for msft and yhoo were a merger.

John
 
Quote from nitro:

MSFT buying YHOO makes tons of sense imo.

I always thought it was an obvious takeover target for MSFT. There is $$$$ just sitting there to be taken on this Merger Arbitrage.

nitro
More...
It always made sense, imo.

nitro
 
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