Date: 2008-02-04 10:36 pm (UTC)
MSFT-YHOO Play:

If proceeds (possibly with offer higher price, regulatory review delays, etc):
MSFT down short-term, up mid-term (Fall 08)
YHOO up short-term, consolidated mid-term
GOOG down, down (it has it's own momentum issues)

If there is a risk of execution
MSFT up
YHOO consolidation, down
GOOG up, consolidation
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Anton Nossik

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