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| Former Fed Regulator: Google-Yahoo Deal A Tough Sell To Feds (MSFT, YHOO, GOOG) Stifel Nicolaus analyst Blair Levin has broken down the odds that Washington approves one of multiple tie-ups in play right now: Microsoft (MSFT) buys all of Yahoo (YHOO) ; Microsoft buys Yahoo search; Yahoo hands over some of search to Google (GOOG).
Blair's bio makes him worth listening to: He was chief of staff to former FCC chair Reed Hundt for a good stretch of the Clinton administr [..] |
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A day after Microsoft (MSFT) and Yahoo (YHOO) announced that they're talking again, the "alternate transaction" they're discussing has been described many different ways. Here's the la [..]
We think this one's self-explanatory. For those of you with bleary eyes this morning: YHOO = blue, MSFT = red, GOOG = green.
[..]
Two days before its fish-or-cut-bait deadline for Yahoo expires, Microsoft (MSFT) is sending messages to Yahoo (YHOO) shareholders through the press again. But regardless of Microsoft' [..]
Remember Rupert Murdoch's interest in rolling MySpace/Fox Interactive into Yahoo (YHOO)? It hasn't gone away, Reuters reminds us.
That's not how Reuters' Ken Li plays it in his story, pub [..]
We now think it's more likely than not that Microsoft (MSFT) will withdraw its offer for Yahoo (YHOO) next week. This will likely send Yahoo's stock into the low $20s and [..]
Could Microsoft (MSFT) and News Corp (NWS) really combine forces to go after Yahoo? Of course. Would this be a smart combination? NO. (See below)
Meanwhile, what's with all this chatter a [..]
One thing's for certain: The collapse of the Yahoo-Microsoft (YHOO / MSFT) deal could be the best thing to happen to Time Warner's Jeff Bewkes for a good long time.
Yahoo reportedly [..]
Yahoo's last-ditch effort to hold off Microsoft (MSFT) comes down to this: Stall, hope they'll have a monster Q1, and the market will suddenly see the company's value again.
Slim chance, but [..]
Remember those halcyon days of early May, when Microsoft (MSFT) walked away from Yahoo (YHOO), and left Jerry and company isolated and alone? No, we don't, either. It now seems pretty clea [..]
JP Morgan's Imran Khan runs some numbers on the impact of Microsoft's (MSFT) new search deal with HP (HPQ), which replaces the PC giant's old pact with Yahoo (YHOO). Conclusion: Pretty muc [..]
Eric Savitz at Barrons filters all the noise and comes back to the [likely] conclusion: Nothing has changed, Microsoft's offer is still much more than Yahoo shareholders are likely t [..]
