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Re:Pmarca: If Microsoft goes fully hostile on Yahoo by emmett on Monday April 28, 2008 @03:02PM (#175885)
The shareholders are getting paid right now. That is their long term value. Microsoft buys Yahoo, shareholders get a 50% premium on the value of their shares cash.

Like he says, if part of the offer is in stock, you can use long term projections of the value of that stock as part of the valuation. But it's unlikely Microsoft stock will fall greatly any time soon.

Re:Pmarca: If Microsoft goes fully hostile on Yahoo by rbanffy on Tuesday April 29, 2008 @07:02PM (#177088)
Well... Bill promised Windows 7 by mid 2009. If it fails as completely as Vista, there won't before much long-term value for Microsoft out of the corporate high-inertia market.

Either way, it will be fun to watch.