Companies on the Road South
18 November 2008I 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 20081. 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. [...]