<font color="red">MSFT's BALLMER & ALLEN CASH buyers of SUNW possible: <font color="blue">Bill Gate's Microsoft co-founders Steve Ballmer and Paul Allen are increasing CASH in their personal portfolio's at a time when the dollar is falling (devaluation) in comparison to other currencies like the Euro, which begs the question, if they are going to CASH and probably will not hold devalued U.S. Dollars, what will they buy with their new found CASH? In a surprise announcement Steve Ballmer (Owner of 471 Million Shares of MSFT is selling to even out his portfolio, CNBC speculated that this would be more than selling 1 million shares to 470 million, and is probably sales of 71 million shares of MSFT to achieve an even 400 million shares balance. Selling 71 million shares, and MSFT stock price currently running at $24 -to- $24.50 today we are talking $1.5 to $1.75 Billion dollars. Compared to Bill Gates est. 1.2 billions shares this is still small change, but in CASH, what would it be used for? Since the dynamic duo usually act in concert, and usually according to some well planned strategy emanating from Mr. Bill himself. At the same time, MSFT co-founder Paul Allen is downsizing staff and other changes at Vulcan Ventures and the companies he controls, again increasing CASH, and what will this CASH be used for? These announcements come right on the heels of SUNW and ORCL announcing closer partnership agreements, and everyone knows that Oracle's Larry Ellison (Sharing the Fortune 100's top 5 richest men in the world spot with Gates/Ballmer/Warren Buffett and Paul Allen) and CEO McNealy of Sunmicrosystems are both arch rivals, outspoken arch rivals to put it mildly, of the Microsoft and Intel "WIN-TEL" monopoly in the software industry. Threatened by the SUNW/ORCL partnership, it might just be easier for BALLMER and ALLEN to buy control, or a controlling interest, of SUNW, as Gates himself did years back with other rival software businesses, such as, for example, when threatened by the likes of BORLand and CORL (Wordperfect's Corel) (MSFT now owning about half of CORL's stock) Corel also being long time partners of Ellison's Oracle database and CRM software solutions the key rival to MSFT entering the enterprise market. I expect a lot of SUNW to be bought on these rumours, until Ballmer's CASH lands either in SUNW stock or elsewhere.
I am,
Truly your$,
-Crystal Ball |
