Jim Cramer's Wall Street Confidential Sept. 6th
Microsoft (MSFT), Research in Motion (RIMM), Yahoo! (YHOO), eBay (EBAY)
Cramer discussed the latest rumors about Microsoft and said it if it acquires RIMM, it will “ruin” the producer of Blackberry. While he says RIMM is “incredibly overvalued on a takeover basis,” he believes it is a “supreme company.” However, Cramer thinks Microsoft could improve Yahoo, which has “the worst management of the Net.” He would suggest MSFT bid 28 for Yahoo, but he doubts they will, because they think their MSN is superior. Cramer was more excited about the prospect of a Yahoo/Ebay merger: you'd see both of them fly up. Marriage made in heaven. I would love it. eBay actually could do something with Skype. The combo would own auctions worldwide. Ultimately, Cramer thinks Microsoft simply has too much hubris, and it feels it's better at everything than anyone. Maybe it was at one time. But that's a terrible amount of hubris to run a company with.
Published By SeekingAlpha
Cramer discussed the latest rumors about Microsoft and said it if it acquires RIMM, it will “ruin” the producer of Blackberry. While he says RIMM is “incredibly overvalued on a takeover basis,” he believes it is a “supreme company.” However, Cramer thinks Microsoft could improve Yahoo, which has “the worst management of the Net.” He would suggest MSFT bid 28 for Yahoo, but he doubts they will, because they think their MSN is superior. Cramer was more excited about the prospect of a Yahoo/Ebay merger: you'd see both of them fly up. Marriage made in heaven. I would love it. eBay actually could do something with Skype. The combo would own auctions worldwide. Ultimately, Cramer thinks Microsoft simply has too much hubris, and it feels it's better at everything than anyone. Maybe it was at one time. But that's a terrible amount of hubris to run a company with.
Published By SeekingAlpha
Labels: Ebay, Jim Cramer, MSFT, RIMM, Wall Street Confidential, YHOO
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