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Technology Stocks : EARTHLINK (ELNK)
ELNK 5.6300.0%Mar 8 4:00 PM EST

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To: SOROS who wrote (2395)4/1/2001 7:48:36 PM
From: stockman_scott  Read Replies (1) of 2553
 
SOROS: I wouldn't be surprised if MSFT buys both ELNK and YHOO in the next few months....

We know Microsoft has over $27 Billion in cash, a strong currency, and a more accommodating Administration. MSFT could easily buy ELNK for their subscribers and infrastructure -- at a very favorable price. YHOO still has a VERY STRONG global brand and may have an online platform (with existing content relationships) that would allow MSFT to successfully compete with (and possibly dominate) AOL in the years ahead. YHOO is also about 1/10 the price it was about a year ago. Nothing like buying great properties at bargain basement prices. Who knows, I may just be speculating. Yet, my hunch is that Microsoft will put some of its cash to work in the next few months...stay tuned....=)

Best Regards,

Scott
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