Monday, February 11, 2008

Will Steve Leave?

Yahoo and MSFT need each other. Both have stalled. A Yahoo AOL deal is crapola. Not a fan of AOL and would lose whatever respect I have left for Yahoo. MSFT and Yahoo need each other. As a proud shareholder of both, I'd rather see MSFT buy yahoo at a higher price - but not too high. $35 seems fair. That's about the premium we are paying for our new house.

The bottom line is I wanted that house more than anything. The house was worth more to us than anyone else because we had experience with fixing things like septic tanks and water systems and redoing bathrooms to include showerheads. With a little effort our 4 acre property 20 miles from NYC is worth every penny to us - even if we are overpaying.
Yahoo is worth more to MSFT than anyone else. Therefore, MSFT will have to cough up some more money.

BTW - What ever happened to Pointcast? I loved that product.

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