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.

How does the conversation shift at the board level when a big deal is being discussed?

What factors must be considered when determining the status quo value proposition for shareholders?

What are the implications of a merger for employees and the business as a whole?

In what ways have activist campaigns evolved in recent years?

What strategic alternatives should companies consider when facing pressure from activists?