Will Microsoft, LinkedIn Deal Spur More Mergers?

The transcript discusses the impact of big deals at the board level, using LinkedIn's acquisition by Microsoft as a case study. It highlights the considerations for shareholders and employees, and Microsoft's strategic goals. The discussion then shifts to trends in tech mergers and acquisitions, with a focus on Yahoo and the role of activists in shaping company strategies. The emphasis is on board quality and strategic alternatives.

What is a key consideration for the board when deciding on a cash deal?

• The impact on global market trends

• The potential for new product development

• The long-term strategic positioning of the business

• The immediate financial gain for the board members

What was a significant trend in tech M&A last year?

• A decrease in the number of deals

• An increase in the number of small startups being acquired

• A focus on hardware companies

• A significant number of large deals

What has been a major influence on Yahoo's recent strategic decisions?

• The rise of new competitors

• Pressure from activist investors

• Changes in consumer preferences

• Technological advancements

What is a new focus for activists according to the transcript?

• Increasing dividend payouts

• Improving the quality of the board

• Expanding into new markets

• Reducing operational costs

What strategic alternative might activists suggest for a company?

• Hiring more employees

• Merging with another company

• Launching a new product line

• Increasing marketing spend