Microsoft (NASDAQ: MSFT) CEO Steve Ballmer was in the middle of a speech to students at Budapest's Corvinus University when a young man demanded that he give the Hungarian people back the money that he'd stolen, and then calmly tossed three eggs at him. But the slick-footed deal maker-wannabe went into a crouch behind the podium, and managed to avoid being struck. But the eggs may still end up on his face if he doesn't end up going home with Yahoo (NASDAQ: YHOO) -- and maybe even if he does. Check out the video below. For some other great video clips of Ballmer going crazy, click here.

The BIG news this morning about Microsofts (NASDAQ: MSFT) offer to buy Yahoo Inc. (NASDAQ: YHOO) for $44.6 billion has been thoroughly covered all over the media including numerous posts on our site, so I will not pile on or repeat what you can find elsewhere.

Short and sweet: My view is the perfect timing of the offer, not the offer itself, is the news. Microsoft has been rumored to be chasing Yahoo for quite some time and apparently from the substantial offer it made today (60% over yesterdays closing price) money has not been the issue. Obviously Steve Balmer and friends are willing to pay up -- way up!

The timing of the offer hits Google Inc. (NASDAQ: GOOG) when they are down - way down! Google has lost a third of its value over the last month and it has lost its momentum going forward. The stock is down substantially today even though the company reported solid growth. That is a significant change in the playing field. Balmer, a very aggressive businessman has decided to make his move now, potentially stealing the momentum on Wall Street.

Every day there are numerous stories, articles and blogs about how Microsoft Corp. (NASDAQ: MSFT) is in trouble because its search and advertising models cannot compete with Google Inc. (NASDAQ: GOOG). We hear that Microsoft is so far behind, and so inferior, that it might be in a quagmire from which it can't escape. In other words, Microsoft has become stodgy and passe'.

Steve Balmer, the Chairman and chief advocate for Microsoft exclaims constantly that this is not true and the world is blind to the power of Microsoft -- "just you wait and see!" He appears exasperated every time the comparison comes up and the question is posed as to how he will compete with the Google onslaught.

My first two posts on this site last year were about Microsoft and Google. I was thinking about last year and decided to look back and see how the year unfolded for the two companies. Here are the surprising results. Microsoft actually was the better stock investment over the last 12 months, rising about 35% to Google's 26.5% (25% better). It does not appear that Microsoft investors have been suffering all that much!

Furthermore, MSFT is paying a dividend and GOOG is not. I would also argue that Microsoft, while not a bargain right now, is fairly valued and that Google is at least 10% over-valued on fundamentals despite a spectacular earnings report. From my perspective, given the risk factors inherent in the younger Google, it may be even more over-valued. Certainly its stock price would suffer more on an earnings miss.

This just goes to show you that all the noise in the market place is just that -- a lot of noise, because Microsoft is doing just fine. I do not own shares of either stock and have never held any position in either, but if I was to buy one today it would be Microsoft, it is the better value and safer bet after months of market appreciation.

Those of you who are new to BloggingStocks can check out my other stories and read Chasing Value or Serious Money to find more potential opportunities and verify my track record as well.

What do you get for those who have everything? Well, according to a proxy filing, Microsoft is paying salaries of $616,667 to Bill Gates and Steve Ballmer. This was actually a 2.8% increase over the past year. Although, the bonuses were only a relatively modest $350,000.

In light of the fact that these guys are multi-billionaires, it is amazing that they are still on payroll.

Something else that is comical: Ballmer got $6,600 in matching contributions for his 401(k) and flexible benefits of $2,882. Gates received flexible benefits of $2,112.

I know a variety of founder-CEOs who take no salaries (or nominal salaries). Or, take a look at the co-founders of Google. Their compensation is $1.

Looking at the proxy, Gates owns 957,499,336 shares of Microsoft and Ballmer has 408,252,990 shares.

Shouldn't that be enough?

Tom Taulli is the author of various books, including the Complete M&A Handbook and operates InvestorOffering.com.