I'd like to think MSFT"s comments about being open to negotiations, IF YHOO replaced it's board, were a shrewd business tactic...

 

Get YHOO to replace their board and fire Yang... reopen negotiations and offer them an insultingly low price... If they take it great... If they don't, hehehe... even better... But the board and Yang are replaced anyway, and Steve gets to give Yang the finger...   I just don't think Steve is that bright, and Google will end up reaping the benefits...

I believe Steve will be gone in about 18 months!---Just a guess?

 

IMO

 

Kutz 

Nice action on MSFT today... about time...  This is probably their typical pre-earnings run-up... I'm hoping to sell into it...

 

MSFT MICROSOFT CORPORATION

Last [Tick]	26.15[ + ]
Change	1.00

Earnings AH on Thursday... one more run up day, hopefully...

 

MSFT MICROSOFT CORPORATION

Latest price	27.26
Change	+1.11

Microsoft (MSFT) reports Q4 revenue of $15.84 bln, better than the Street view of $15.65 bln. Earnings were $0.46 per share, a penny shy of the analyst consensus on Thomson Financial.

For Q1, MSFT expects revs in the range of $14.7 to $14.9 bln and EPS of $0.47 to $0.48 per share, vs. the Street view of $15 bln in revs and earnings of $0.49 per share.

For FY09, the company expects revs in the range of $67.3 to $68.1 bln and EPS of $2.12 to $2.18 per share. The analyst view is $67.2 bln in revs and earnings of $2.16 per share.

Stevie:  How did you sell more and make less-have you been raiding the till!?  LOL

 

Stevie is gone by the end of 2009!!

 

Kutz 

MSFT After Hours

 

I think the Jan 2010 options are worth watching... This is an over-reaction, IMO... 

 

MSFT

$25.52

-$2.00

-7.27%

-MSQAG

$0.10

-$0.22

-68.75%

-WMFAG

$1.10

-$0.60

-35.29%

This will be my new MSFT call option play...  to buy when I believe the stock gets under-valuded... today I think it is under- valued...

-WMFAG MSFT JAN 2010 35.0000 CALL

 

... and finally... The Jan 2010 put option I like is now available... to buy when the price is looking over-valued... I bet these get a lot cheaper if MSFT rises above $30...

-WMFMY MSFT JAN 2010 27.5000 PUT

Last [Tick]	4.80

 

 

 

Kevin Johnson, who led Yahoo bid, named CEO

WASHINGTON (MarketWatch) -- Microsoft Corp. executive Kevin Johnson, who led the software giant's unsuccessful effort to buy rival Yahoo Inc., has been named chief of Juniper Networks Inc.

lol... Bruno, is that you?  

 

After Hours Time (ET)

After Hours Price

After Hours Share Volume

16:56	$ 27.39	187,910
16:52	$ 27.39	110,229
16:51	$ 27.48	200
16:50	$ 27.39	61,253
16:46	$ 27.45	154
16:46	$ 27.4144	67,900
16:44	$ 27.39	3,200
16:39	$ 27.43	100
16:32	$ 27.39	359,392
16:32	$ 27.43	150
16:32	$ 27.42	850
16:24	$ 27.4096	56,400

16:15	$ 27.4104	2,900
16:15	$ 27.3963	204,520
16:12	$ 27.45	6,064

 

some big buyers....

359,392 (x) $27.39 =  $9,843,746.88

 

... or maybe MSFT has started their $20 Billion buy back...

http://news.moneycentral.msn.com/ticker/article.aspx?Feed=OBR&Date=20080806&ID=8994542&Symbol=MSFT 

 

http://www.cnbc.com/id/28575105 

Now is the best time for a partnership between Microsoft and Yahoo in the search business, as both companies are undergoing a management transition, Steve Ballmer, Microsoft's chief executive officer, told the Financial Times in an interview published on the paper's Web site.

Well the longer Balmer waits, the cheaper it gets.  He gets the award for the fine art of waiting out what all knew would happen.  Wonder which wonderful business school he learned this tactic-most learn it in life.  So lets not rub old fat boys bald head over his smarts!  Doubt anybody else will save Yabahoohoo?

 

Yang was the total idiot here.  One crappy businessman that ignored the shareholder (we have a army of leaders like this now).  Still I do not want MSFT to buy them.  Their track record with MSN (endless personal experience) will lead to the total destruction of anything good Yahoo has to offer.  At least in Yahoo finance section you get something approaching streaming quotes and in my experience, reliable service-in MSN you get endless down time and glitches even as they ask you how to improve us---LOL!  As if they are actually listening!

 

IMO MSFT produces nothing that is mind shattering on the positive side in the entire industry.  They produce more problems than inovation anymore.  They exist to come out with new and more confusing versions of themselves that create endless problems.

 

MSFT just plain SUCKS that bad!  Monopolies that "we pretend are not monopolies" tend to do that.  Bullies alway win and the prize is mediocrity!!!  Something to contemplate as we near the closing of our MSN board.  They wear the DUNCE HAT for not even being able to keep their own internet site running properly half the time.

 

 

 

JMO

 

Kutz