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)
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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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