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On Sun, 4 May 2008, Jonathan King wrote:
I doubt that Yahoo is worth even $25 per share.
Why? If we look back over recent years they have almost always sold for
more than $25/share.
The important outcome here is that Microsoft didn't over-pay for
something they really didn't need. That's probably good for them, but
I'm not really sure what their long-term prospects are really like.
These days MS is an OS monopoly with fraying margins, an applications
monopoly with fraying margins, a big player in the video game console
market (but that's not a very high margin business), the purveyor of
some big-time enterprise software (e.g., Exchange), and a few bits and
pieces here and there (including a big wad of cash). It was very unclear
to me what MS would gain from buying Yahoo.
How does Yahoo make money? I thought they had the biggest internet
business right now with most ads being managed by them. Isn't that so?
Mike
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