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  1. #1
    SitePoint Guru mattymcg's Avatar
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    Microsoft Share Holders Bail Out Over Yahoo Uncertainty

    Microsoft lost nearly $40 billion in market cap in the eight trading days since they made their offer. That’s quite a penalty - and one Microsoft likely didn’t plan on dealing with.
    Microsoft’s $80 billion (and growing) Yahoo Headache
    I design beautiful, usable interfaces. Oh, and I wrote a kids' book.
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  2. #2
    SitePoint Wizard bronze trophy bluedreamer's Avatar
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    Now wouldn't it be something if someone made a hostile takeover bid for Microsoft?

  3. #3
    I meant that to happen silver trophybronze trophy Raffles's Avatar
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    Poor Microsoft, they can't do anything right. Might be a good time to buy some MS shares!

  4. #4
    SitePoint Wizard drhowarddrfine's Avatar
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    Poor Microsoft? That's like watching the news where a murderer is gunned down and the family cries "He was a wonderful family man!"

  5. #5
    I meant that to happen silver trophybronze trophy Raffles's Avatar
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    But Microsoft is like a family. Bill Gates invites his employees over to his pad for barbecues and everything!

  6. #6
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    if anything Microsoft shouldve tried purchasing AOL just so AOL can be done with already.

  7. #7
    I meant that to happen silver trophybronze trophy Raffles's Avatar
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    You think that would make AOL any less obnoxious?

  8. #8
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    they already own a large chunk of AOL

  9. #9
    SitePoint Wizard drhowarddrfine's Avatar
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    Quote Originally Posted by ionix5891 View Post
    they already own a large chunk of AOL
    So that explains EVERYTHING!!!

  10. #10
    In memoriam gold trophysilver trophybronze trophy Dan Schulz's Avatar
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    Funny, you guys. Real funny.

  11. #11
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    Quote Originally Posted by drhowarddrfine View Post
    Poor Microsoft? That's like watching the news where a murderer is gunned down and the family cries "He was a wonderful family man!"
    drhowarddrfine - u made me laugh

    cheers

    chaturmai

  12. #12
    SitePoint Wizard siteguru's Avatar
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    Why is this thread featured? Is it because it was started by SP Staff?
    Ian Anderson
    www.siteguru.co.uk

  13. #13
    SitePoint Zealot
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    Quote Originally Posted by siteguru View Post
    Why is this thread featured? Is it because it was started by SP Staff?
    Conspiracy...

  14. #14
    SitePoint Member
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    Poor Microsoft, they can't do anything right. Might be a good time to buy some MS shares!
    Microsoft is going to overpay for Yahoo and more than likely destroy a lot of value.

    The problem of being Microsoft is that they have too much cash. Its a nice problem to have but still a problem non the less.

    They have a few options with regard to spending that cash.

    - Hold Cash
    - Return Earnings to shareholders through dividends
    - Stock Buyback
    - Reinvest into new projects
    - Acquire Other Companies.

    Holding just cash would obviously destroy value. They currently have a payout ratio of 23% which is generous for a tech company.

    The fact that they choose to acquire Yahoo tells me they don't have enough projects that will generate a greater IRR than acquiring Yahoo. By not buying back their own stock its also signaling that management thinks MSFT is overvalued.

    Basically MSFT is saying our best use of cash right now is acquiring Yahoo vs the opportunity cost of returning it to shareholders, buying back stock or investing in new projects.

  15. #15
    SitePoint Wizard drhowarddrfine's Avatar
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    I'm wondering if this is the weight that will bring both companies down to the bottom.

  16. #16
    Ex-SitePointer silver trophy
    Patrick's Avatar
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    I'm a Microsoft shareholder. I'm not bailing out. Actually, I plan to be a shareholder for a very long time. I'm a shareholder in Yahoo!, too, actually.

  17. #17
    SitePoint Wizard drhowarddrfine's Avatar
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    Never hold any stock for long term without reason. There are far, far better stocks to be holding right now than Microsoft or Yahoo.

  18. #18
    SitePoint Enthusiast Wang's Avatar
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    Quote Originally Posted by Raffles View Post
    Poor Microsoft, they can't do anything right. Might be a good time to buy some MS shares!
    Yes.. this is the right time.....
    option.... "sale" - short period
    share.... "buy" - long period

  19. #19
    SitePoint Enthusiast
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    The takeover will give Microsoft a stronger online presence with access to a wide community of members who use Yahoo services.

    But that is bulking up on users, not gaining any competitive advantage in search marketing. Yahoo has never cracked the code on google's superior search algorithm and Microsoft merger will not give them the breakthrough in this field either.
    Interesting Soccer Analysis on SoccerNet Live

  20. #20
    SitePoint Wizard
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    A little over -$4 per share. That is quite a substantial hit. It'll be interesting to see how this plays out.

  21. #21
    perfect = good enough peach's Avatar
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    Quote Originally Posted by drhowarddrfine View Post
    Poor Microsoft? That's like watching the news where a murderer is gunned down and the family cries "He was a wonderful family man!"
    Microsoft is the same as google and yahoo etc. except that Google know really well how to say one thing and do another, without making it too obvious.

  22. #22
    Theoretical Physics Student bronze trophy Jake Arkinstall's Avatar
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    The main difference is that Google listens.

    Microsoft have only just started to recognise our needs for IE to be standards based.

    If google made a browser, there would be daily updates, major versions coming out twice yearly and having features that would astonish.
    Jake Arkinstall
    "Sometimes you don't need to reinvent the wheel;
    Sometimes its enough to make that wheel more rounded"-Molona

  23. #23
    In memoriam gold trophysilver trophybronze trophy Dan Schulz's Avatar
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    Yeah, and they'd call it Firefox.

  24. #24
    SitePoint Wizard drhowarddrfine's Avatar
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    Quote Originally Posted by peach View Post
    Microsoft is the same as google and yahoo etc. except that Google know really well how to say one thing and do another, without making it too obvious.
    How so? Show your work to prove your statement.

  25. #25
    SitePoint Addict Hafsoh's Avatar
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    Yahoo and Msn search engine is still far behind to reach google's serps relevancy.


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