Summary

Reveals some of the insight thinking of Yahoo's newly appointed CEO, Carol Bartz. Gives a snap comparison overview of deal negotiation market landscape now and "then". Yahoo pep talk to show off as "sign" of strength, and add to marketing efforts.

Analysis

Carol Bartz, Yahoo newly appointed CEO, does not have too much leverage to strike a  deal with Microsoft now when Yahoo stock is merely $14.94 a share. It might mean that it will be almost totally absorbed by Microsoft.

Yahoo's CEO upward talk seem more of an advertising bleep to make the market believe that Yahoo still holds its own and still has good negotiating standing and power.

As several industry sources observe, Yahoo and its new CEO would not make a real "down to business" move with Microsoft until Yahoo shares climb at least where they were during the first round of negotiations with Microsoft.

Otherwise, the open and public pep rally style talk with Microsoft on Yahoo's part may only serve Yahoo as a complement of its own ongoing marketing and advertising efforts.

This author consults with leading institutions through GLG

Engage this author or other Technology, Media & Telecom experts
 
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.