There are lots of articles from NY Times, Wall Street Journal, Bloomberg, Reuters and more about the deal. They include some new bits of info and specially third party opinions, that are always interesting for detabe.
The consensus in general is that:
- The FTC has an up hill battle to defend the case.
- MS has a serious timing problem.
- UK and Europe are the key now, specially UK.
- Now that the FTC has challenged the deal, UK and EU could do the same too.
More or less, what I mentioned yesterday: next 4-5 weeks are super relevant, in January we should have a clearer picture, the deal could be abandoned as soon as January or take a bit longer until April, if Microsoft can get approvals from the CMA and the EU and wants to challenge the FTC, they'll need more time and they'll have to renegotiate the merger agreement.
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