:) they have $30 Billion in CASH already, and if they decided to pay 100% cash for it (very unlikely), banks would be running over each other to lend it to them. If msft cannot afford them, no one can. If I was a Y! holder, I'd take a 20% premium and MS stock."
Yes, I know they can afford yahoo, but can they really afford yahoo?
Oh, so you meant afford, like in afford, not like in afford... ok, then.
Yeah. It's a little hard to see how two exceedingly arrogant corporate cultures could merge effectively.
|So the space gets trimmed to two major players? Something doesn't feel right to me. |
In terms of search...there are only two major players now. MSN at the moment really cannot be considered a major player, that's why they are hoping to buy their way there.
It's one of those 'if you can't beat 'em... buy 'em' situations.
I agree with Marcia as one from New York...the Post in definately not a newsworthy paper...
However if it did happen, why would MSN adapt Yahoo! search technology? That would be like admitting they are inferior...unlikely for such a big ego like MSN.
lol this doesnt make much sense!?
Why now 2 rivals merge?! it kinda kill the compitation.
they dont have any chance now to beat google anymore...
I can't see this as good news in the short or long runs -- 3 big search services are better than 2 ... and 4 would be better yet.
Is it a given that such a deal would be granted regulator approval? Surely the govenment knows that Google already dominates the market to an unhealthy extent -- would they really allow G's competition to drop by 50% in one fell swoop?
Or, would they see the merger of the "B" and "C" level players as the only hope for real competition?
|I grew up in New York, the Post is not a newspaper, it's a gossip rag. |
Marcia nailed it. I thought the same thing as soon as I saw the "ny Post" subtitle on the thread. This is just noise to sell newspapers.
The article is blowing up all over the web....
If they did merge, what would happen?
Would you take the best technologies of both, merge them into a single backend and continue to run Yahoo and MSN as branded sites?
Historically have two portals ever successfully merged? (Lycos, Excite, et al.. where are you now?)
The only manageable short to medium term thing I see in this deal is pooling ad space between the two companies.
Something is up...yahoo shares are up significantly at the moment.
|Something is up...yahoo shares are up significantly at the moment |
ROFL.... Wonder if the NY Post writer and publisher are cashing in. ;)
Or trying to see whether Goog gets interested. Goog may see benefit in buying to stop MS, but at a HUGE HUGE premium if they did.
Didn't MS recently annouce they were buying a whole heap of shares back (enhancing shareholder value etc etc)?
I presume they can't do it by leaking this and so damping their shares ...?
IMHO they are nuts on a practical level - the two cultures and software woudl take years to integrate - if at all...
Nuts on a financial level too...
|yahoo shares are up significantly at the moment. |
Can't imagine why ;)
Good time to short.
From the Wall Street Journal:
|A year ago, Microsoft Corp. and Yahoo Inc. explored the idea of combining to form a greater competitor to Google Inc. The talks led nowhere, leaving Microsoft and Yahoo to forge their own paths in pursuit of Google. |
The same situation seems to have just played out again. Microsoft and Yahoo in recent months discussed a possible merger of the two companies or some kind of match-up that would pair their respective strengths, say people familiar with the situation. But the merger discussions are no longer active, these people say. The two companies may still explore other ways of cooperating.
"Two big time losers do not necessarily make a winner..."
It's kind of difficult to comment on the pros and cons of a possible Microsoft acquisition of Yahoo.
I think the U.S. over-hyped prosecution of Microsoft in the late 90s and very early 2000s made some damage to the company's reputation.
Could this be one of the reasons people don't visit Microsoft's properties on the Internet?
An acquisition of Yahoo then makes sense taking into account the previous scenario.
On the other hand, the growing install base of IE 7 and the deployment of Windows Vista is surely making damage to Google's market share. Usage of Yahoo and MSN for search purposes will surely increase in the following months.
So, if today Microsoft has the money to get the technology developed and acquired by Yahoo in the past years, then its the appropriate time for the acquisition.
No matter how, with or without Yahoo, Microsoft wins in the medium-long term.
I would love to see a merger if it made a real strong contender to Google - unfortunately I don't know that it is possible. It's easy to merge a company but nearly impossible to merge people and mindset. If I had more faith in MSoft's ability to make wise decisions I'd be more hopeful but they lost my trust when they began rebranding to windows live.
I think Marcia is right.....the source leaves a bit to be desired.
WSJ says Microsoft talks off
[edited by: herb at 9:08 pm (utc) on May 4, 2007]
Yahoo is not competitive at any level and will never be. But since MS can`t create anything new and as good as itunes, youtube, ebay, real, flash, they will have to buy what has been left.
At least they can afford failures and a loser image enabled by their windows monopoly until Google will come up with a complete, free and better operating system.
this almost smells of a "pump and dump" scheme
We all know that companies always try to act like they aren't merging and then all the sudden it happens.. BAM.. Merger.
|Usage of Yahoo and MSN for search purposes will surely increase in the following months. |
Surely? .... lol
"Surely? .... lol"
Have you checked your Web statistics lately?
Referrals from Yahoo and MSN have increased quite a bit for my Web sites.
I think the new Windows Vista and IE 7 installations are affecting Google's share.
Yeah, every day for many sites. What does that have to do with it? Do your stats reflect all of the activity on the web?
You can think MSN & Yahoo are taking off like a rocket all you want. Hardly makes it the case though - you shouldn't draw conclusions about the rest of the web based on a sites stats.
Lets check back in a few months and we'll see about that dent they are making in Google's market share. Too funny, imo.
Doesn't this topic belong to Foo?
It's just off.
"Doesn't this topic belong to Foo?"
That's what I thought when I saw it under Webmaster General.
I don't think such a proposition is useful to the search market.
A business that is focused on search , ie Google will be the winner IMO. A potential acquistion of Yahoo by Microsoft does not appear focused and neither company has demonstrated the high ground in search for some time.
If they had a good plan in the first place, it would have been easy to finance and scale.
I can't comment on other strategies which they may be considering.
|Have you checked your Web statistics lately? |
Referrals from Yahoo and MSN have increased quite a bit for my Web sites.
Not for mine. Google is still way out in front (more than it used to be, in fact). MSN referrals have almost caught up with Yahoo referrals, though.
Lock-in affect; Google's got it, MSN wants it.
Not sure if Yahoo will help; they dont need more investments nor better engineers, they need the worlds top psychologists to de-program everyone.
The Yahoo brand has a chance. MS are perceived too much as the corporate bad boys whose operating system keeps crashing/getting viruses/won't do what I want it to do etc...
A few huge promotional campaigns with good guy/gal actors would do them a lot of PR good. People (as opposed to webmasters) use Google because it is the friendly happy web enabled version of Ronald McDonald. Yahoo has the potential to grab some of that market back. MS have no chance.
(For what it's worth my Yahoo referals are up somewhat, but still nowhere near Google's. MSN get less each month. Somewhere around 0.5%. Although their spider activity is 75% more than the others.)
A lot of Yahoo! engineers might consider getting a new job as they don't want to use Windows servers 2007 or ASP.SUCK...
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