Microsoft (MSFT) CEO Steve Ballmer says that his plan to buy Yahoo! (YHOO) was never strategic. It is hard to imagine spending $45 billion on an acquisition as being tactical, but Redmond…
Douglas A. McIntyre Yahoo Inc. (NASDAQ: YHOO) submitted and SEC filing today after the close that Edward Kozel resigned from the board of directors. This filing said he had originally intended to leave in February…
Douglas A. McIntyre Prospects in the search arena look more troubling for Yahoo! (YHOO) and Microsoft (MSFT) as each month passes. According to comScore, in April, Google (GOOG) picked up 1.8% more of the US…
If Microsoft (MSFT) can’t make up ground on Google (GOOG) the old fashion way, they can pay people to use their search product. Redmond will give consumers who use its search products…
Carl Icahn is known as much for his mistakes as his successes. His process for making money is based on forcing management to do the right thing. He cannot, however, control the…
Douglas A. McIntyre According to Reuters, Microsoft’s (MSFT) Steve Ballmber said his company will not bid for Yahoo! (YHOO). Reuters writes that HP’s (HPQ) operating margin rose to 10% in the last quarter. Reuters writes…
Microsoft (MSFT) could not buy Yahoo! (YHOO), so now it is proposing to purchase just a piece. It wants to get the portal company’s search engine business and leave Yahoo! with its…
Douglas A. McIntyre According to Reuters, Microsoft (MSFT) is proposing to buy Yahoo!’s (YHOO) search business. Reuters writes that Barclays (BCS) is looking at a possible bid for Lehman (LEH). Reuters reports that customer satisfaction…
It is about the time that Electronic Arts (ERTS) is expected to extend its hostile bid of Take-Two Interactive (TTWO). Take-Two has argued that it is worth much more than the EA…
According to Rueters, Microsoft (MSFT) has proposed a partnership with Yahoo! (YHOO), in place of a buy-out, which may push Carl Icahn to try to get a deal for Yahoo! to set…
It look like Carl Icahn and his friends and fellow institutions may be about to make some real money on Yahoo! (YHOO) stock. They probably bought in at $25. They may get…
Douglas A. McIntyre According to Reuters, Carl Ichan will fight to get Yahoo! (YHOO) to accept Microsoft’s (MSFT) bid. Reuters writes that the Senate has reached an agreement on a housing rescue. Reuters reports that…
For years, GE (GE) has been considered the single best corporate proxy for the US economy. For years it led all American companies in market cap. It businesses range from entertainment to…
No one needs to be reminded that IAC/Interactive (IACI) is breaking itself into five pieces to improve "shareholder value". The fight between Barry Diller and John Malone over whether the move was…
Carl Icahn has made the announcement that he plans a proxy fight to either control or influence the Yahoo! board. It is a remarkably poor idea. Microsoft (MSFT) has made it clear…
