Joe Wilcox goes into detail about the sorts of merger problems I alluded to yesterday for Microsoft and Yahoo. For those of you who are Smalltalkers, you might recall the ParcPlace/Digitalk debacle. Now, multiply that by a really, rwally big number, and you have MS/Yahoo.

If the Feds or te EU turn it down on competitive grounds, they would be doing MS a favor.

INteresting bit from Mathew Ingram about other bidders for Yahoo:

Regardless of whether there are other bidders or not, I don’t see how they can afford to top Microsoft’s offer. Sure, they could probably raise the money to boost their bid, but would it be worth it? The fact is that Yahoo is worth more to Microsoft than it is to anyone else — Microsoft can justify paying a much higher price because it will (theoretically at least) get enough in the way of synergies out of the deal to make it worthwhile. How is a private equity bidder going to justify a 62-per-cent premium?

There just isn'™t that much value in Yahoo for anyone else, IMHO.

The reality is, there isn't that much value for MS, either.

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