»May 7, 2008: A great opportunity for HP
As I said last time, Mark Hurd has steered HP back on track. But it s not without concerns. Everybody knows the PC market is a commodity business, claiming victory in this war won t bring you anywhere in the long run. In fact, the public is already discussing whether Hurd can propel HP further ahead from this point, because after all, he s a great operations guy, a great executor, but not a gre... ... (MORE)
»May 4, 2008: A success case of Microsoft/Yahoo type of deal
The Microsoft vs. Yahoo game is over for now. One last comment: I lose respect for Ballmer because he ate his own words, shame on him; but I m glad to see he doesn t care about losing face nearly as much as Yang, so MS still has hope. After all, business is business, you should never let pride take over your decision making.Coincidently, the final project for our M&A class is the study of H... ... (MORE)
»May 1, 2008: How Microsoft can win the battle against Yahoo (2)
I forgot one thing last time. When I was proposing the plan for Microsoft to wait for half year or one year before making an offer again, I said Yahoo wouldn t go anywhere during this period, so it s OK for MS to wait. But I didn t mention what MS should do if Yahoo did do well during this time and its stock went up a lot. The reason was simply because I didn t have an answer for it then. But I... ... (MORE)
