Bob Caswell - Latest Comments in Yahoo Board to Reject Microsoft Bid: Wants More or Help from Google

Re: Yahoo Board to Reject Microsoft Bid: Wants More or Help from Google

Maybe... — Mon, 11 Feb 2008 21:08:41 -0000

Bub, they did have a secret plan!
http://valleywag.com/355175/yangs-secret-plan-f...

Re: Yahoo Board to Reject Microsoft Bid: Wants More or Help from Google

Paul Ellis — Sun, 10 Feb 2008 01:14:44 -0000

Thanks for the link Curt. That was an interesting read on the scenario that you definitely don't see being said elsewhere.

Re: Yahoo Board to Reject Microsoft Bid: Wants More or Help from Google

Curt Monash — Sat, 09 Feb 2008 21:06:00 -0000

Pretty much what I predicted when I answered the call for a "game theoretical" analysis of the negotiations:

http://www.texttechnologies.com/2008/02/08/a-ga...

Yahoo's "threat points" are stronger than one might first think.

CAM

Re: Yahoo Board to Reject Microsoft Bid: Wants More or Help from Google

bobcaswell — Sat, 09 Feb 2008 20:58:30 -0000

Good point, Joseph. Another question I have:

Is there really that big of a difference between the level of cooperation from engineers in a hostile take over vs. a board endorsed take over? These engineers likely have their own opinions that are independent of whatever the board decides.

Re: Yahoo Board to Reject Microsoft Bid: Wants More or Help from Google

Joseph — Sat, 09 Feb 2008 20:46:57 -0000

"... that important engineers would not be willing to cooperate in a hostile take over... "

When do engineers actually get a say in Yahoo's direction? If so, who's at fault, Yahoo's board and management, or the engineers?

Re: Yahoo Board to Reject Microsoft Bid: Wants More or Help from Google

Maybe... — Sat, 09 Feb 2008 18:39:27 -0000

You're right. Now would be the time to share it.

Re: Yahoo Board to Reject Microsoft Bid: Wants More or Help from Google

bobcaswell — Sat, 09 Feb 2008 13:55:29 -0000

Maybe...-

The board and management know something no one else does? That's interesting considering they've resorted to apologizing at shareholder meetings for lackluster performance.

If they *do* know something no one else does, now would be the time to share it. You know, when it could mean billions of dollars more from an increased bid. Or this magic secret could be a reason for shareholders to have faith in Yahoo management again and drive up the share price.

Re: Yahoo Board to Reject Microsoft Bid: Wants More or Help from Google

Maybe... — Sat, 09 Feb 2008 13:45:50 -0000

Bob, awesome analysis. There is one interpretation that doesn't have contradictions, however. Perhaps the board and the management know something about the value of Yahoo assets, or new projects that are in the works that the outside world does not. If this is the case, Microsoft and shareholders would indeed undervalue the company.

If that *is* the case, then Yahoo wouldn't be "grasping at straws" in rejecting this bid... just a thought. Why don't you use your awesome journalism skills to see if it's true?