Companies on the Road South

18 November 2008

I mentioned last week at the WTIA Predictions Dinner that Jerry Yang’s act of refusing Microsoft’s $33 / share offer for Yahoo! may have been the greatest disservice to shareholders in recent memory.  That followed an earlier prediction in the SNS newsletter that Yahoo! stock would act like a reverse rocket if they turned down [...]

The Secret MS vs. Yahoo! Plan

30 April 2008

1. MS stars quit the company and go work for Google.
2. Yahoo stars, ditto.
3. MS disses Yahoo, calls off bid; Yahoo stock first ever to achieve negative numbers.
4. MS stock doubles.
5. Yahoo, now linked at the hip to Google and with a valueless stock, drifts aimlessly through the Saragasso Sea of No Strategy.
6. MS buys Google.  Gets Yahoo [...]