将文章归档于雅虎由. HUNG on 2008-06-08

激进投资者 Carl Icahn 日前表示，Yahoo 应当以每股 34.375 美元的身价将自己出售给微软。

Carl Icahn 称，雅虎应当接受这一价格，并与微软合作。 Carl Icahn 今天在发送给 Yahoo 董事会的一封信中表示，如果他控制了 Yahoo 董事会，他将中断有关备选交易的谈判 ━━━━ 除非能够给股东带来每股至少33美元的收益。

这封信对杨致远施加了更强大压力，要求他或者与微软达成交易，或者走人。 Carl Icahn 表示，两家公司合并是微软和 Yahoo 与 Google 竞争的唯一途径。

如果不能与微软达成交易， Carl Icahn 计划让 Yahoo 与 Google 在搜索领域合作，但前提条件是不能影响 Yahoo 此后与微软的合并。

以下是 Carl Icahn 的部分邮件内容：

"Dear Roy:

While you may take issue with the content of my letter, I take issue with your oversight of Yahoo! Again, I stand by my characterization of your 'poison pill' severance plan and I find it humorous to see you attempt to defend it.

Roy, it is you who 'misrepresents and misstates the details' of the plan. Much like the rhetoric in many well known political campaigns, you keep repeating misstatements in the hopes that by repeating misstatements enough times it will convince your shareholders that these misstatements are valid. For example, you repeated, 'the plan was fully disclosed at the time of its adoption and should be no surprise to anyone at this point.' This is simply not true. The egregious magnitude of the dollar amount cost of the plan was never fully disclosed, nor was the email from your compensation advisor calling the plan 'nuts.' …"

"…In my opinion, Microsoft does not believe you will ever sell the entire company on a friendly basis. So why don't you stop dancing around the subject and publicly offer to sell the company to Microsoft for $34.375 per share and promise to cooperate completely?

Why are you still giving hope to Microsoft that there is a possible "alternative deal"? As long as there is the possibility of an "alternative deal," isn't it obvious that Microsoft will not make a bid for the whole company?"