Saturday, February 2, 2008

Time Stops @ Grand Central Station, NYC

A flash mob of people head to Grand Central to pull off a great stunt.

Friday, February 1, 2008

A PE White Knight for Yahoo?

It seems pretty doubtful that PE firms would consider a buyout in this debt market. As the Prez of THLee said "In 2009 I will tell my LPs that we did no deals last year, and they will applaud."

MSFT has very deep pockets.

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Now playing: Antonio Carlos Jobim - Amor Em Paz
via FoxyTunes

The $44.6 BN Elephant in the room.

MSFT/YHOO

  • Deal should go through. Neither can afford not to do it.
  • Does it matter? Is Google already too dominant?
  • What will the new name be?
  • Where will the new synergies come from?

Obama 2008. Feb 5th. Let's do this.