Tuesday, May 12, 2009

Position Update: YHOO

MSFT had their first ever bond issuance today....they can deny it but it's definetly for an acqusitions. The question is who? Here are the options in my view:

1. Yahoo (YHOO)
2. SAP (SAP)
3. Research in Motion (RIMM)

1 comment:

  1. INTERESTING LIST. I BELIEVE THEY WILL BUY SMALLER COMPANIES, AIMED AT SEARCH. VCLK COULD BE ONE. WE CONTINUED TO BUY TECH TODAY(RIMM and INTC) BUT WE ARE MARKET NEUTRAL.

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