« Rough Q1 For Bill Miller | Main | Arbitraging Barron's »

Microsoftware Thoughts

With the letter that Microsoft sent to Yahoo's board on Saturday, the MSFT-YHOO negotiations took a break from being entirely leak-based. Finally, some actual communications between the two companies, not just vague reports of meeting in the WSJ.

That's good for Yahoo. Media-based negotiation was not playing to its strength. Microsoft, in a sense, was free-rolling. The market wouldn't mind if it dropped the bid entirely, and to some extent, a successful bid is priced in, so they've got nothing to lose. Yahoo has everything to lose, and so Microsoft had the power to make Yahoo's stock dip at a moment's notice, just by coughing.

***

Anyway, an argument we've heard before, from CNET's Charlie Cooper, that Microsoft should by Salesforce.com. I don't really buy it. But speaking of Salesforce.com, did you know that CEO Marc Benioff recently held a live debate with SAP founder Hasso Plattner on the future of software? It sounds like it was awesome. Larry Dignan has a partial blow-by-blow.

April 06, 2008 in Tech |

TrackBack

TrackBack URL for this entry:
http://www.typepad.com/services/trackback/6a00d8341cd1cd53ef00e551ad0df88833

Listed below are links to weblogs that reference Microsoftware Thoughts:

Comments

Verify your Comment

Previewing your Comment

Posted by:  | 

This is only a preview. Your comment has not yet been posted.

Working...
Your comment could not be posted. Error type:
Your comment has been posted. Post another comment

The letters and numbers you entered did not match the image. Please try again.

As a final step before posting your comment, enter the letters and numbers you see in the image below. This prevents automated programs from posting comments.

Having trouble reading this image? View an alternate.

Working...

Post a comment

What is This?


  • The Stalwart is a blog written by Joseph Weisenthal, covering such topics as stocks, business, economics, politics, technology, gambling, chess, poker, economics, current events, music, math, Chinese food, science, randomness, kurtosis, sports, evolutionary fitness, and anything else of the author's choosing. The words contained herein are the author's own, not affiliated with any other firm or employer.

About

Stats



Advertisements