I’ve updated some existing positions since I last added info to this blog, so here’s a recap:
JAVA:
Deal to be bought by Oracle instead of IBM. (Approved by shareholders on July 16, 2009). New offer price: $9.50/sh cash. Not sure on deal close date, so I will assume 12/31/2009. My entry was $8.20. I decide to [...]
I’ve decided to speculate that Yahoo and Microsoft are going to merge again. Even if they don’t, I think short term price appreciation is to be had:
New CEO looks pretty sharp.
Price level is low low low.
I think Microsoft will come back to the table for some reason or another
Even though a complete buyout has low [...]
Private equity fund Mithras Capital (owns 1.9 million YHOO shares, or 0.14 percent) proposed a new deal this week: Sell Yahoo to Microsoft for $22 a share. Current trading price: $12.29. That’s quit a premium– looks like someone at Mithras is smoking something.
Based on the comments at the press release blog post (see link below), [...]
