这侧新闻让我想起郑智化一首老歌 :D

郑智化-三十三块

我的口袋有三十三块
这样的夜无法打车回来
我的口袋有三十三块
其他的钱都落入别人口袋
也许是上天故意安排
也许是手气实在太坏
我想要为你赢得一个未来
却一不小心输了现在
你叫我赌输了就不要回来
难道你真的不明白
只有输了钱的男人才会回来
赢钱的总是逍遥在外
我的口袋有三十三块
这样的我实在没脸回来
我的口袋有三十三块
这一点钱不够你明天买菜
我知道你在苦苦等待
也催促自己脚步加快
我好不容易才回到家门外
却只能在门外徘徊
这是我看到家门突然打开
原来你早已经明白
你说吃了一次亏才会学一次乖
明天让我们重新再来
你叫我赌输了就不要回来
难道你真的不明白
只有输了钱的男人才会回来
赢钱的总是逍遥在外
我的口袋有三十三块
我输了钱但是心情愉快
我的口袋有三十三块
输钱的男人实在可爱




（转）正题

[业界]杨致远终于屈服同意33美元开卖

Dear Fellow Stockholder:

The recently-formed Carl Icahn-Microsoft alliance continues to make misleading statements about their plans for Yahoo!. Your Board of Directors believes strongly that the Icahn-Microsoft agenda -as presented to us jointly last week - will destroy stockholder value at Yahoo!, serving only their very narrow special interests, clearly not your interests.

Your Board continues to work to maximize value for you and is taking the following steps to do so:

– Moving forward with our strategic plan and strategies to lead in online advertising - with both search and display;

– Preparing to implement our recently signed commercial agreement with Google that will increase cash flow;

– Continuing to explore other ways to unlock value and return value to you such as unlocking the value of our Asia assets; and

– Remaining open to negotiating a value creating transaction (including with Microsoft) that provides real and certain value - not just the possibility of value.

In contrast, let’s review Carl Icahn’s brief involvement with the Company to date.

Carl Icahn bought his stock two months ago for an estimated average cost of less than $25 per share. He is well-known as a corporate agitator with a short-term approach to his investments. His short-term approach gives Mr. Icahn a strong incentive to strike any deal with Microsoft that enables him to recover his investment and get back his money quickly, even a deal that does not provide full and fair value to you. Is that in the interests of all stockholders? Clearly, it is not.

Mr. Icahn has severely handicapped himself in his ability to negotiate a favorable transaction with Microsoft. Why?

– Mr. Icahn has made it clear that his only objective is to sell part or all of Yahoo! to Microsoft. That fact, combined with his lack of an operating plan going forward, means that he will have no leverage to negotiate a fair deal with Microsoft. He has set himself up for failure.

– Second, Mr. Icahn and his slate lack the working knowledge of Yahoo! and its Internet business needed to do two things that are required to successfully deliver a value-enhancing transaction for Yahoo! stockholders. First, they do not have the detailed knowledge to negotiate a complex restructuring of a large, innovative high technology company in a rapidly changing environment. Second, they do not have the hands-on experience to manage and lead Yahoo! during the approximately one year period estimated to be required to gain regulatory approval for a deal or to manage and lead the remainder of the Company (non-search) after a transaction is completed. Don’t take our word for that. Mr. Icahn will be calling the shots if his slate wins and yet Mr. Icahn himself told the Wall Street Journal last fall: “Technology hasn’t really been one of the things I’ve focused on too much before” and “It’s hard to understand these technology companies.” That’s why you need a knowledgeable, experienced and independent board to represent your interests vis-a-vis Microsoft.

Mr. Icahn can’t make up his mind about what he thinks will work for Yahoo!. He bought his position believing that he could bring Microsoft back to buy all of Yahoo!, at one point suggesting we publicly offer to sell Yahoo! to Microsoft for $34.375. But he didn’t do enough due diligence to determine what your Board already knew: that it was Microsoft’s decision to walk away and that it had rebuffed repeated efforts by your independent directors to get a whole company acquisition back on the table. Recognizing that a sale to Microsoft might not be an option, Mr. Icahn said as an alternative that we should enter into an agreement with Google (which we were already negotiating and subsequently signed), and that we should walk away from Microsoft’s search-only proposal (which we did after careful evaluation of that proposal). Then, in an extraordinary flip flop, Mr. Icahn teamed up with Microsoft and embraced their latest joint search-only proposal–even though it involved significant execution and operational risks and was fraught with flaws that made the “headline value” asserted by Microsoft and Mr. Icahn more illusion than reality.

How can Yahoo! stockholders trust Mr. Icahn to deliver what he claims he can deliver when his actions have been so contradictory -and when all he has delivered so far is a risky proposal of questionable value from his new friends at Microsoft? Yes, the Microsoft/Icahn proposal is somewhat of an improvement over Microsoft’s last search-only proposal, but no one should confuse a modestly improved offer with a good offer. The Icahn/Microsoft proposal was more “smoke and mirrors” than objective reality.

Now let’s turn to the recent marriage of convenience between Microsoft and Mr. Icahn.

This “odd couple” collaboration - between two parties with keenly different agendas - is indeed perplexing. Why does Mr. Icahn believe he can count on Microsoft to complete a transaction? Certainly Microsoft is a well-respected and successful company and we have been clear that we are fully prepared to do a deal with them. But Microsoft’s flip flops and inconsistencies over the past five months are so stupefying that one can only conclude that Microsoft was never fully committed to acquiring Yahoo! either because:

– Microsoft can’t decide what is and isn’t strategically important to its online business; or

– Microsoft is more interested in destabilizing a key competitor so that it can either enhance its competitive position or buy our highly valuable search business–and the enormously desirable intellectual property associated with it –at a bargain basement price.

Microsoft desperately needs to improve the performance of its online services business (consisting of its search and display assets) which, cumulatively since 2003, has lost money despite billions of dollars of investment. And yet Mr. Icahn would ignore this track record and its implications for his fellow Yahoo! stockholders, swallowing a deal that leaves Yahoo!’s future dependent, in part, on Microsoft’s ability to monetize search. And, as Mr. Icahn has himself pointed out, it would eliminate any opportunity we may have to sell the entire Company for an attractive premium.

In contrast to the conflicting and confusing statements emanating from the Icahn-Microsoft alliance, your Board and management have been crystal clear about our position.

First, we will sell the entire Company to Microsoft for $33 per share or more if Microsoft will negotiate a transaction that delivers certainty of value and certainty of closing. This is the simplest, most straightforward way to maximize value for you.

Second, we remain open to selling only search to Microsoft as long as it provides real value to our stockholders and resolves the substantial execution and operational risks associated with the separation of our search and display businesses.

Third, your Board takes seriously its obligation to examine all value-creating steps it could take and continues to actively examine many of these now, including a potential spin-off of our Asia assets and a return of cash to stockholders. These are steps Yahoo! could take, if we determine they are feasible and in our stockholders’ best interests, without any “help” from Microsoft or Mr. Icahn. But they are complex steps that require care and prudence. These should not be adopted simply because Mr. Icahn and Microsoft are trying to dress up Microsoft’s inadequate search-only proposal.

While your Board continues to evaluate the foregoing avenues, your current Board and management continue to execute on our strategy to grow the value of our unique collection of assets. That strategy is working and we believe it can result in substantial double digit growth in operating cash flow as we move forward. Our recently executed search advertising agreement with Google reflects our commitment to achieving our strategic goals, while preserving flexibility to pursue a sale of the Company or even, on the right terms, a sale of our search business.

Please compare and contrast the straightforward, responsible actions and positions of your Board of Directors with the behavior of Mr. Icahn and Microsoft.

There you have the situation, as we see it, put as simply and clearly as we can. We believe the Icahn slate and agenda present significant risk to your investment in Yahoo!. We believe you cannot count on Microsoft to bail out Mr. Icahn’s misguided agenda, at least not on terms that are in the best interests of Yahoo! stockholders.

In contrast, your Board remains fully prepared to represent your interests aggressively and conscientiously in the effort to maximize value–whether that takes the form of negotiating a transaction that provides full and fair value, with certainty; finding other ways to unlock and return value to you; or moving forward with our accelerated strategies to lead in online advertising.

Your Board of Directors remains committed to maximizing stockholder value. It is–and will remain–our number one priority. Do not be fooled into thinking otherwise by Carl Icahn.

We strongly urge you to vote your WHITE Proxy Card today for your current Board of Directors.

Thank you for your support.

Roy Bostock Jerry Yang
Chairman of the Board Chief Executive Officer
雅虎CEO杨致远终于屈服同意，以33美元或者更高价格出售雅虎给微软，这场拖延近半年的交易终于有望画上句号。以下是杨致远写给雅虎股东们的一封电子邮件：
亲爱的股东们：

　　你们必须明白，卡尔·伊坎---微软联盟一直在误导你们，他们的目的是出售雅虎，但是，这并不会满足你们的最大利益。我们的董事会一直在为公司的最大利益而努力，并初步协商采取以下对策：


-------继续努力前行，发展壮大我们的在线广告搜索业务

-------准备实行最近与Google签署的协议，发展我们的业务，增加我们的现金流量

-------继续谈判与微软的交易，实现最大价值，为公司以及股东的最大化利益而努力，同时，让投资者伊坎暂时参与决策。


　　人所共知的，伊坎此前，以每股25美元的价格购买他的股票，他当然希望与微软交易，提早实现的投资回报，即使对方所报的价格不是最合适。
　　伊坎在与微软的谈判中也让自己疲惫不堪，这是为什么？

　　首先，伊坎先生已经明确表示，他唯一的目标就是出售部分或者全部雅虎给微软，这也显示他缺乏经营理念，没有作出正确决策，让自己那么辛苦、失败。

　　其次，伊坎先生和他的支持者，对雅虎的经营运作并不是太熟悉，没有长期经营、了解雅虎整个公司，作为如此大的高科技公司，其决策必须要有一个长期关注雅虎的领导者来主导，伊坎先生并没有亲身领导雅虎，没有感受到雅虎是在迅速变化的环境中生存与发展。

　　伊坎先生对于是否与微软能够成功交易，并没有完全把握，没有十足信心将微软拉回到谈判桌上，此外，微软只是对雅虎搜索业务感兴趣，没有搜索业务，雅虎日后发展是否存在风险，基于种种现实，伊坎一时也无法表决，此后又提出与Google合作的想法，相比Google而言，微软显得更加不可能。

　　伊坎模糊不定的决策又怎能让股东们信服，与微软之间的谈判显得如此微妙，且变化如此快，让股东们感到捉摸不定。

　　现在再谈谈伊坎先生与微软之间的谈判进程。

　　为何伊坎相信微软，他又有什么理由确保微软收购雅虎，并且之前与微软的谈判已经足以证明，微软也是阴晴不定。

　　或许微软自己也没有把握决定，收购雅虎是否值得。

　　微软更加感兴趣的是雅虎的搜索业务，凭借其增加微软的竞争力，自2003年以来，微软的搜索业务竞争力就不再那么强，可见，微软感兴趣只是雅虎的搜索业务。

　　我们对于目前要做的事作以下概括：

1.我们希望以33美元或是更高的价格出售雅虎给微软，希望早点结束与微软漫长的谈判交易历程。

2.如果微软提出适合的价格，我们同意只出售雅虎搜索业务，但报价必须是符合搜索业务的实际价值。

3.雅虎的董事会目前要做的是，评估雅虎搜索业务的价值，包括根据其在亚洲的业务以及回报率，来评估雅虎真正的价值，为股东最大化利益努力。

　　此外，我们目前与Google的广告合作，也将给我们带来不少的收益，实现我们预期战略，当然，必须谨慎评估我们的搜索业务价值。

　　我们不能保证微软像我们一样率直地作出决定，但是，我们一定会以股东最大化利益为前提来思考、谈判。

　　我们希望伊坎先生也能够明白，公司以及股东的最大化利益是最重要的！

　　 谢谢你们的支持

http://www.linuxeden.com/plus/view.php?aid=59595

http://news.newhua.com/news1/net ... 0FJA840DJ0EFEF.html

接下来还要看微软愿不愿意了。

现在人家还不定要了，google敢要的话司法部就要找上门了

引用:

原帖由 红叶 于 2008-7-19 10:26 发表
现在人家还不定要了，google敢要的话司法部就要找上门了

点解？？

最近看不懂的帖子多了起来……

好像是反垄断吧，赶着不走，打着倒退

如果google也做游戏的话 战区以后整个信息产业都可以讨论了

33太贵 31差不多

还是楼上专业

引用:

原帖由 hh123 于 2008-7-19 18:12 发表
还是楼上专业

参考YAHOO的股价