Tuesday, 29 April 2008

All quiet on the Microsoft - Yahoo front

A strange quiet has descended on the Microsoft -Yahoo bid situation. As readers know I have urged Microsoft not to do this deal right from the start. I thought I was a lone voice but I now see a chorus of commentators with similar views. Of course, advising someone not to do something and them actually taking note are two very different things. Indeed, the vast majority of commentators still believe the deal will get consummated - at what price and when are the issues.

However, not only do I think it shouldn't be done but I'm now of the increasing view that Ballmer might well just walk away. In that case Yahoo share price will plummet. Maybe they will then beg Microsoft to come back!

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