• steveballmer


    Next Microsoft CEO’s Got Some Big Shoes To Fill

    Whoever takes over for Steve Ballmer may be smart. He made have the requisite business experience. He may know how to give a speech that rallies the troops and he may even be a media darling. But if this person doesn’t have the ability to spontaneously go completely, combustible apeshit insane on stage at a […]

    / Aug 23, 2013 at 2:28 PM
  • Sandeep-Aggarwal-Founder-CEO-ShopClues.com_


    Sell-Side Analyst Who Passed Inside Information To SAC Employee, Who In Turn Traded On It On The Firm’s Behalf (Without Steve Cohen’s Knowledge Or Approbation*) Is Arrested

    Richard Lee, of the SAC Capital Lees, had a “senior internet research analyst” friend named Sandeep Aggarwal (illustrated at left), who had an unnamed friend working at Microsoft, who had material non-public information re: “a Microsoft-Yahoo partnership agreement…likely to be announced in the next two weeks.” See if you can guess what happened next.

    / Jul 30, 2013 at 1:14 PM
  • Definitely in my all-time top 5 favorite pictures here.

    News, Private Equity

    Microsoft Will Take A Low Interest Rate On Its Dell Debt To Demonstrate Its Emotional Commitment

    If you were Microsoft and the sponsors of an LBO came to you and said, “we have about $17bn in debt to place, do you want $2bn of it,” would you say yes? Let’s say you’d say yes: would you demand a higher or lower interest rate for it than everyone else? The Dell deal […]

    / Feb 5, 2013 at 6:41 PM
  • News

    Nothing Will Ever Be AAA Again

    We assume that you, like everyone else, have been madly dumping Treasuries now that S&P has downgraded them. Smart! And presumably in your flight to safety you’ve been buying AAA rated corporate bonds, from let’s say XOM or MSFT. Which are obviously safer than Treasuries because, while sure the U.S. Treasury can print dollars and […]

    / Aug 8, 2011 at 11:52 AM
  • News

    SEC Nears Settlement in Pequot Insider Trading Case

    On the heels of the SEC’s action against Goldman Sachs, Wall Street’s top cop is nearing the conclusion of a high-profile insider trading case that has simmered for over five years. According to several sources close to the case, the SEC is in final negotiations to settle insider trading charges against Pequot Capital Management, over […]

    / Apr 20, 2010 at 10:20 AM
  • News

    Tech Fantasies

    It looks like the fantasy that tech was going to pull everything out (did anyone really believe this) has been torpedoed twice, is dead in the water and is listing 12 degrees to port. Microsoft Corp. will cut 5,000 jobs, or about 5 percent of its workforce, as the global recession eats into demand for […]

    / Jan 22, 2009 at 9:56 AM
  • News

    Secrets And Lies And (Yes) Portfolio

    Yes, we were quite shocked too, to find that Portfolio (yes, that Portfolio) seems to have an occasional penchant for investigative journalism. Or perhaps they are just more tolerant of reading SEC filings and the like than we have been of late. But who can resist a juicy tale of unexplained millions in payments to […]

    / Dec 10, 2008 at 10:54 AM
  • News

    Any Club That Would Have Me….

    It used to be that the Microsoft-Yahoo clash seemed, at its root, a “personality conflict.” Yang and Ballmer’s war of words was, at one point, so pointed that Ballmer was said unable to consider an acquisition of any kind while Yang was still leading the firm. Or, that was the press version, anyhow. Around this […]

    / Nov 19, 2008 at 12:56 PM
  • News

    Do You Yahoo?

    Poor Yahoo. They could be enjoying piles of cash and Microsoft stock at the moment. Indeed, Microsoft has had a bit of a battering as well, but compared to Yahoo they seem just ducky. Instead, Yahoo is about to, it seems, embark on a series of cost cuts and, well, firings. How long Yahoo shareholders […]

    / Oct 20, 2008 at 8:34 AM
  • Proxy Fight

    Carl Icahn is like Ocho Cinco and T.O.

    Following in the footsteps of superstar NFL wide-outs Chad Johnson and Terrell Owens (and former Kansas Senator Bob Dole), Carl Icahn referred to himself in the third-person today on his blog post, “Concerning the Annual Yahoo! Meeting.” “Additionally, if any committee is formed to negotiate a meaningful transaction, Carl Icahn will be a member of […]

    / Jul 31, 2008 at 2:48 PM
  • News

    You Know You Want It

    Before Steve Ballmer unveils Microsoft’s new strategy for killing it, today at 11:30:

    / Jul 24, 2008 at 11:14 AM
  • News

    Yahoo and Icahn Reach A Compromise Deal

    It is over. The proxy fight between Yahoo and Carl Icahn has ended, not with a bang but whimper. Yahoo this morning announced that the two sides had settled with a compromise board, our own Joe Weisenthal reports at PaidContent. Icahn himself elected to the company’s board at the upcoming August 1 shareholder meeting. The […]

    / Jul 21, 2008 at 8:05 AM
  • News

    Drunk Sources at TechCrunch

    The source telling TechCrunch that Yahoo and Microsoft are talking about a full buyout again “must have been drunk” says Silicon Alley Insider’s Henry Blodget. Instead, his source seems to indicate that Yahoo and Microsoft are discussing a search deal, as reported by CNBC and the WSJ earlier. Yesterday, speculation sent Yahoo shares up as […]

    / Jun 25, 2008 at 1:14 PM
  • News

    Cautious Carl?

    With no new posts today so far, billionaire dollar big boy Carl Icahn’s blog is off to a rather bland start. Where are his diatribes against Yahoo? Are the lawyers curbing Carl’s tongue? We’re getting a bit worried. What if Carl doesn’t live up to all our hopes and dreams? The standard rants about everything […]

    / Jun 20, 2008 at 4:14 PM
  • earnings, Lehman, Merrill Lynch

    The Earnings Story Changes, The Actors Are Different, But The Spread Sheet Remains The Same

    While many on Wall Street focused on the second quarter earnings of Lehman Brothers, they may have overlooked something odd that occurred behind the scenes. In connection with this morning’s earnings report, Lehman issued a detailed financial appendix breaking down its balance sheet by various asset groups. But behind the numbers there was another story–the […]

    / Jun 16, 2008 at 3:03 PM
  • News

    Yahoo Is Doomed To Marginalization (Oh, And Microsoft Too)

    It seems likely that Microsoft’s bid for Yahoo is slipping further and further away from possibility. And, if so, what does this mean for the two firms? Growing irrelevance. Monkey Boy has been hedging for the last week and a half. Microsoft had originally taken a hard line, and I suspect Ballmer’s ego will not […]

    / Apr 25, 2008 at 12:15 PM
  • News

    Bet You Want Us Real Bad Now, Don’t You Yahoo? Yeah, You Do

    Even though they launched this awesome new ad campaign some months back, Microsoft said profits from last year fell eleven percent, according to the Journal, which says it will have more information in a bit. Until then, amuse yourselves by watching the Ballmer video we all know you have bookmarked (as you well should).

    / Apr 24, 2008 at 4:19 PM
  • News

    Microsoft’s Secret Weapon in Yahoo Bid: Advertising

    A lot of people are talking about this Microsoft/Yahoo deal/non-deal today, DealBreaker included. Stuff about News Corp, AOL, etc, etc, etc. What’s gone largely unnoticed, however, is Microsoft’s new ad campaign. I don’t even think anyone at Yahoo has seen it, ’cause if they had, they would be begging Steve Ballmer to make them his […]

    / Apr 10, 2008 at 3:55 PM

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