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Saturday, December 17, 2005

Comments

Jason Jones

Michael - The fat lady just sang. The $20b valuation is not far from street consensus for AOL's value, so why did MSFT back down? What are they up to? The press release doesn't specify whether the pact precludes additional partnerships/mergers, which is the essense of Icahn's objection and your post. The MSFT/YHOO vs. GOOG/AOL vs. Skype instant messaging/voip battles just became more interesting. Even though the board meeting has past, the drama will most certainly continue - my question is what is MSFT's response? Jason

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