pfizer buying aller again for $150 billion, an heister bush inbev larnding miller, $106 billion there, and charter communications taking over time warner cable for $55 billion. and while burman sees the logic in the dupont/dow deal, he also questions whether some of the mergers are motivated for the right reasons. >> it seems that the mantra or the emotional state of the u.s. executive is, i don't want to lose my job, i want to play it safe, i don't want to lose. and as any coach knows, if you're playing a sport and you're playing not to lose versus playing to win, that has its own set of consequences, and we'll see what those are in the years ahead. >> and we will see about this possible deal, perhaps as early as tomorrow. >>> now to a deal coming undone. yahoo! confirmed what we reported last night, the company is abandoned its plan to spin off its ali baba stake into a separate company, and instead, potentially spin off its core business. cnbc's david faber spoke exclusively with ceo marissa mayer and board member maynard webb, and asked about their strategy to change the company.