Much has been made about Microsoft's potential bid for Yahoo. I understand why Microsoft made the bid, but the bid was too high and I feel that Yahoo's board made a ridiculous move not to accept the deal. After all, their stock price is in decline and so is their business and Microsoft gave Yahoo shareholders a way out. A recent article in the NY Times presented a much different option for Microsoft: Instead of diworseifying by acquiring Yahoo, which has little to no competitive advantage over Google and other firms, Microsoft should go after SAP. SAP, which is a provider of semi-custom business software, would give Microsoft a great advantage over Cisco especially as more and more corporations in developing nations demand their services. Also, as SAP is quickly losing ground to rival Oracle, the German firm's shareholders may gladly welcome the deal.
I guess we'll have to see how the whole situation plays itself out. As a shareholder I am going to view this spectacle from the the sidelines as the market is too unpredictable for my tastes.
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2 comments:
Hi man!
If you have any pdf version of those books, send them over! hehehe! ;) just kidding... Ronaldo.
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