Friday, May 4, 2007

Microsoft for Yahoo?

The New York Post is reporting that Bill Gates (MSFT) wants Yahoo (YHOO)! This is a rumor that had been out of there on the fringes in recent weeks. New York Post: Bill's Hard Drive. Anything is possible these days and $50 bln is quite possible for Mr. Softee. YHOO is surging by 20% this morning, while MSFT is (one of my longs) is down 1%. Google, on potential new competition, is down $6 or a little more than 1%.

Here's Henry Blodget's insightful take on the situation:

Week's ago something big in YHOO shares was telegraphed by options activity which OptionPundit picked up on:

No comments: