Would Viacom merge with Yahoo!?
According to MarketWatch, an entertainment analyst at Jefferies & Co., Robert Routh, thinks that Viacom may actually merge with Yahoo!.
Why? Well, Yahoo! CEO Terry Semel used to run Warner Bros. and could operate the Paramount division of Viacom. And, of course, he could also take all that cable content and run it through Yahoo!'s multimedia distribution network. Sort of a Google Video on steroids.
Perhaps stock analysts have given up on just doing the old "buy", "hold", and "sell." But Mr. Routh's theory collides with the theory in this...
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