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Thursday, November 6, 2008

Microsoft should just let Yahoo twist in the wind

Yang is basically begging for a deal. And maybe Microsoft would like to own Yahoo. However, Yahoo is very far along on negotiations to merge with AOL. It's their back-up back-up plan. They hate the idea. Time Warner hates the idea. It's the last thing they want to do. But here's the catch. It's exactly what Microsoft should let happen.

If Microsoft said they don't want Yahoo here, the stock would fall apart. And Yahoo would reluctantly merge with AOL. Yahoo stock would implode -- I think $8 would be likely considering all the speculators that are long it here.

I think if Microsoft is patient... and they are patient... they get AOL along with Yahoo for half the price the market wants them to pay for Yahoo.

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