Saturday, May 17, 2008

conspiracies, funnies and hotties


I'm currently following Carl Icahn's Extreme Makeover: Boardroom Edition (quoted from fool.com) with a lot if interest. I was quite surprised when Yahoo turned down Msoft's offer; it was quite good value I thought given market valuations and sentiments. Now that the activist Carl (check out what he did with Motorola and BEA) is trying to bring in his own board onto Yahoo, it could simple push Yahoo to reconsider MSoft's offer, and yield Carl himself a nice profit from his Yahoo stake. Well played.

Not sure if Steve Ballmer had a part in this as well (haha! conspiracy threories...)

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Speaking of conspiracy theories, something smells fishy with Carlyle's takeover of Booz Allen Hamilton's governmental consulting arm. Carlyle has been trying to separate itself from any governmental connections in the recent past, but now, a takeover for BAH's government consulting arm? Sounds wrong??? If it's true Carlyle engineered the wars/govt projects, wouldn't their consulting arm now reap the most benefits. What a way to earn money. "Propose" a project, and let the consulting arm earn from it....

Having said that, BAH (commercial part left) is now left to fight with the big 3 in the business, without their rather exclusive govt contracts. interesting, no?

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Hilarious Stuff: some guy tried to bank in a $360 billion cheque.... sure.

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K.C. is hot =)

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