May 18 (Bloomberg) -- Microsoft Corp.'s plan to buy AQuantive Inc. for $6 billion increases the likelihood that the software maker will also buy Yahoo! Inc., Goldman Sachs Group Inc. analyst Anthony Noto said today.Yahoo would plug a ``strategic hole'' at Microsoft that isn't filled by the purchase of AQuantive, announced today, Noto said in a note to clients. AQuantive, which creates Web ads and measures whether they reach the target audience, doesn't give Microsoft the roughly half a million advertisers required to compete against Google Inc., Noto said.
``We believe the odds of a deal happening over time actually increases,'' New York-based Noto wrote. ``Microsoft is willing to do deals that are a strategic necessity.''
Thank Bloomberg.
Obviously, no one learned anything from the 90's.
And I would suspect that Yahoo probably does NOT want to be acquired. That's a fairly clever bunch. Stay tuned.
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