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Bala Iyer

Thursday, July 29, 2010 2:09 PM
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Microsoft getting impatient with Yahoo!?

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I recently read the open letter from Steve Balmer to Yahoo! directors. While the letter is clear about wanting Yahoo! to respond positively, it is still short on explaining why they should do it. I am expecting MSFT to clearly explain why there is benefit in consolidating the two companies when they reach out to the shareholders directly. What are some synergies in integrating the search platform? What about content sites? They have a better shot at convincing stakeholder with a clear plan than by simply pushing the 60% premium they are willing to pay.

Posted by Bala Iyer on Sun, Apr 06, 2008 @ 11:00 AM

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