06/24/2008：YHOO和MSFT相信台面下早就达成协议了

06/24/2008：YHOO和MSFT相信台面下早就达成协议了

看点：YHOO若与GOOG解约YHOO要赔$250M

这是个好看点，看庄家葫芦里的药是怎样用creative method解决的。
这个合同只不过预估给YHOO带来$800M的revenue，利润是多少没有发表，却居然毁约费有$250M。

这个套真逼真。

关键时刻指数的灯塔：YHOO和MSFT在YHOO跌的稀里哗啦后又开谈

哈哈，愚弄散户和大众真像小孩子过家家。前两天Yang还假模假势跑到国会去听证，解释YHOO和GOOG的deal。

这个大庄做的真是老鼻子了！YHOO/GOOG/MSFT三家都很听话呀，哈哈！

http://finance.yahoo.com/tech-ticker/article/29529/Microsoft-and-Yahoo-in-Talks-Two-Sources-Say-'Buyout-Not-on-Table'?tickers=yhoo,msft

From Silicon Alley Insider, June 24, 2008:
Yahoo (YHOO) and Microsoft (MSFT) are talking again, say TechCrunch, CNET, and an SAI source.
TechCrunch's sources say the two are talking about a full buyout. One of our sources was highly skeptical of this. A second source said "TechCrunch is 1000% wrong."
CNET thinks they're talking about just a search deal (presumably the one Yahoo walked away from two weeks ago.) Our sources concur.
TechCrunch's Michael Arrington intelligently observes that Microsoft's "No Comment" is a change of position from yesterday.
Microsoft official comment is “no comment,” which actually contains more information than it appears to. For well over a month, Microsoft has officially been saying they’re no longer interested in Yahoo. They didn’t say that today.
If the companies are talking about a full buyout, it is almost certainly at a price lower than the $33 Microsoft offered a month or so ago. There is no reason on earth for Microsoft to pay that much now that reeling Yahoo has dropped to $21 again. Yahoo shareholders, in fact, would probably be grateful for $25.

昨晚看了一眼YHOO的走势，YHOO JUL 22.50 call收盘$0.77， 想了想下了一个$0.70买进的单。这会一看，原来一大早就零零碎碎地迅速成交了。

好了，新的一轮消息游戏就要开始了。

明天过了ET 2:15不管 FED的决定是什么，大盘都要猛涨。华尔街有解释权。YHOO已经给了信号。真要跌GOOG不会在目前的关键支撑线上在指数bottom fishing的时候表现这么强。

YHOO和MSFT相信台面下早就达成协议了

现在咋咋呼呼不过是烟幕弹掩人耳目罢了，目的是使主力在二级市场上多卖点选择权，再多赚一点。

凭什么真正的商业机密这么一文不花地展现在大众面前？

YHOO在GOOG面前根本就一文不值！MSFT看中的是YHOO的搜索业务，而两年前YHOO的搜索引擎还是用的GOOG的。GOOG一家独大了之后就抽楼板撂挑子了。

看着吧，YHOO就会被MSFT收购。YHOO的mail早就改版成outlook形式了，而且YHOO messenger早就和hotmail messenger互通了。

目前YHOO这个价位，可以全仓买入！Carl Icahn的一千万股成本全在目前的价位之上，他那么大嗓门天天在快活地嚷嚷，你怕什么？

Buy and hold YHOO! It's a steal here!

Baller和Yang都是按照华尔街的剧本在演戏

Baller和Yang都是血气方刚傲慢有志的人，他们会这样在媒体面前好几个月了一直这么无聊地打毫无价值的口水仗？

他们都得听华尔街的。否则，若MSFT想$35收购，华尔街可以把YHOO有零有整地炒上$40，若Yang不听话，华尔街可以把YHOO弄到$20以下永远不上来。

这种谈判本来就是华尔街先牵的线，哪象过家家那么简单。