JP Morgan Says YahooBAY

Read this analysis from JP Morgan on why Yahoo and eBAY should merge. I have been advocating YahooBAY for months. My first piece on the topic was written on October 26, 2005. A month back, WSJ did a lengthy piece on eBAY’s conversations with Yahoo and MSN.

I am keeping my eBAY holdings with the hope that this merger will take place.

Multi-Billion Dollar Question: Who is the right CEO for the combined entity? Probably neither Meg nor Terry … If there were ever a complex merger integration, this would certainly be one. Who has the experience to pull this off efficiently? I am sure Russell Reynolds et. al. are working out their prospective candidate lists …