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Microsoft Offers New Deal for Yahoo
PaulPA




msg:3653247
 9:38 pm on May 18, 2008 (gmt 0)

story [news.com]

Microsoft is considering and has raised with Yahoo! an alternative that would involve a transaction with Yahoo! but not an acquisition of all of Yahoo," Microsoft said in a statement.

 

jgold454




msg:3653316
 12:32 am on May 19, 2008 (gmt 0)


System: The following message was spliced on to this thread from: http://www.webmasterworld.com/yahoo-corp/3653319.htm [webmasterworld.com] by jatar_k - 9:01 pm on May 18, 2008 (est -4)


Just saw this on the front page of cnn..

[money.cnn.com...]

menial




msg:3653333
 1:21 am on May 19, 2008 (gmt 0)

yawn..

If MS buys Yahoo, they will just waste a lot of money for nothing and it will be the beginning of the end for Microsoft, that's all.

anon123




msg:3653337
 1:29 am on May 19, 2008 (gmt 0)

I disagree. Yahoo at $36B is a steal and MS should go for it.

Considering they paid Mark Cuban $6B alone for Broadcast.com.

It's only the 2nd most visited site in the world.

menial




msg:3653341
 1:38 am on May 19, 2008 (gmt 0)

The problem is what to do with "the steal"? If you don't improve it or even don't have an idea how to improve it, you end up with $36B lost money. Exactly like it was with Broadcast.com (which, BTW, was bought by Yahoo, not Microsoft).

Unless Microsoft thinks to just 301-forward yahoo.com to msn.com (to make their site "302*-most visited site in the world")

* 302 = temporarily :D

anon123




msg:3653368
 2:01 am on May 19, 2008 (gmt 0)

20 years from now we may look back and go, "Damn, Microsoft got a deal of a lifetime"

Microsoft is doing good by low-balling Yahoo, business wise. They're playing the game.

MSFT's market cap is $279 billion.

YHOO, 2nd most visited site in the world, for only $36 billion? Even at $50 billion its a good deal.

Microfunk is playing the game and Yizzity hoo hoo ain't biting. (Good for Yahoo, they're worth more than what MSFT is offering)

What this would do for Microsoft business wise is almost un-imaginable.

They would now have a big share of the internet and the computers that use them too.

Microsoft knows how to play Monopoly. You always buy Boardwalk no matter what.

zuko105




msg:3653377
 2:22 am on May 19, 2008 (gmt 0)

5 Steps of Grief...

- shock followed by initial denial
- denial replaced by anger, rage, envy, and resentment;
- bargaining
- depression
- ultimate acceptance

I wonder what depression is going to look like...

TinkyWinky




msg:3653461
 7:52 am on May 19, 2008 (gmt 0)

Good for Yahoo, they're worth more than what MSFT is offering)

How do you figure that! Give me some rationale - some figures and some idea of how those muppets are going to create a strategy and you can have your $40bn

sem4u




msg:3653464
 8:18 am on May 19, 2008 (gmt 0)

Looks like a deal to ditch Panama and use Microsoft's Adcenter ads is being offered. Will they be able to beat what Google may be proposing?

swa66




msg:3653528
 11:25 am on May 19, 2008 (gmt 0)

MSFT is makign a fool of themselves: "independent strategy": Yeah, we'll talk with those we've failed to take over in a hostile fashion now.

sem4u




msg:3653534
 11:36 am on May 19, 2008 (gmt 0)

If they manage to pick out the parts of Yahoo that make money, e.g. PPC ads and banners, then they may not turn out to be the fool.

Murdoch




msg:3653610
 1:29 pm on May 19, 2008 (gmt 0)

20 years from now we may look back and go, "Damn, Microsoft got a deal of a lifetime"

20 years from now is a long, long time.

Considering that Microsoft is essentially buying traffic, and that they already have no idea how to monetize their own traffic, I would be hard pressed to say that they would have the luxury of a 20 year trial period after spending nearly 15% of their market value. They would have to show a major turnaround in less than 3 years in order to keep their own stockholders from walking out on them.

MS needs to really look at their own management and start making changes there, not at Yahoo. Ballmer has really dropped the ball on nearly every aspect of their recent development and marketing within the last year. Vista, HD-DVD, even the X-Box 360 and their "red ring of death" shows that MS is more inclined to "get a product out there" than to actually work on a project and refine it. At this point, if MS acquires Yahoo, everyone will be expecting the same sort of endgame with it.

MS needs to repair their own brand first. Other brands can wait until later. Yahoo isn't going anywhere.

pageoneresults




msg:3653625
 1:51 pm on May 19, 2008 (gmt 0)

20 years from now is a long, long time.

In Internet years, that equates to about 100! :)

Vista, HD-DVD, even the X-Box 360 and their "red ring of death" shows that MS is more inclined to "get a product out there" than to actually work on a project and refine it.

Haven't we seen that from most of the players though? Everything is on an urgent timeline to push to market. It appears that many don't have the luxury of perfecting before first launch. Heck, the same thing happens on our development side. People want it now. I understand the challenges afoot though, MS does have a history. ;)

Whatever happens, let's just hope it is for the best.

OddDog




msg:3653631
 2:00 pm on May 19, 2008 (gmt 0)

I think the fundamental strategy that Microsoft is following is quite simple.

They have repeatable failed to create a quality search product. So they need to buy one. Yahoos search engine results are actually (in my opinion) of a quality on a par with Google's.

So in my opinion it is not about buying traffic, but a product that you can actually commercialize.

Microsoft needs a better quality search product to be able to use its corporate muscle better, and give it a fighting chance of winning back market share.

Lets be honest, its got to be a hard sell on the ad front to persuade corporate sites/companies that your search engine (aka live) is the right choice ....

Even with 8 years experience as a financial market analyst, I feel uncomfortable saying whether the price is fair or not.

Marcia




msg:3653642
 2:20 pm on May 19, 2008 (gmt 0)

The latest proposed ad deal sounds like a viable alternative, with far more revenue potentiality and a whole lot less of an impression of aggressive, bullying takeover tactics.

Marcia




msg:3653649
 2:35 pm on May 19, 2008 (gmt 0)

YHOO, 2nd most visited site in the world, for only $36 billion? Even at $50 billion its a good deal.

We really need to let that sink in. How do you assess how much that kind of eyeball_reach is worth? The reach is there, so isn't it rather an issue of effective traffic monetization, rather than Wall St. share price manipulation?

skibum




msg:3653653
 2:48 pm on May 19, 2008 (gmt 0)

Does anyone think MSFT could build anything that would have the user base of Yahoo! for any price or in any amount of time? If MSFT wants to acquire the assets to have a presence on the Internet it isn't like they have a stable of acquisition targets to choose from. Even if they do buy Yahoo! they will probably just screw it up and not know what to do with it.

MSFT is lost on the Internet and until they learn to think differently they will still be lost no matter who or what they buy.

Murdoch




msg:3653673
 3:10 pm on May 19, 2008 (gmt 0)

Haven't we seen that from most of the players though? Everything is on an urgent timeline to push to market.

During the format wars this was absolutely true. In fact one could easily say that the loss of HD-DVD was due more to the lack of third party support than actual development. In reality Sony was never going to lose a war that was anchored on third party support.

However nobody was asking for, required or even wanted Vista when it came out. I think it had gotten to a point where development of Vista had gone on for so long that finally someone just said "Screw it, let's release it and clean the mess up later". Not exactly the proper attitude for an OS that was supposed to completely trump XP.

And as far as the 360 goes, well we can just look back to our old friends Sega to learn that the first console out the door doesn't necessarily increase the chances of better sales over the long run. At least to Sega's credit I never had to send back my Saturn or Dreamcast for a month to get it fixed.

While I understand Microsoft's desire to be the first "next big thing", as a consumer I cannot tolerate the continued disasters. With the Sesame Street attention span most consumers have today, a single mistake can cost a company a customer. MS is just lucky to have made it so hard for users to switch to another OS.

If Microsoft spends the money they were looking at throwing towards Yahoo, they could hire a wealth of new developers, marketers, and create better contracts with their partner companies. However if they do acquire Yahoo and fail at turning it around it will be the public end of the once great M$, at least in every aspect of their program except the OS.

And who knows, if Google ends up creating an OS that is just as intuitive (and certainly would be less costly), Microsoft could end up losing their grip on that too. In any case, I have to agree with the sentiment that it will be interesting to watch :)

Marcia




msg:3653688
 3:23 pm on May 19, 2008 (gmt 0)

skibum:
Does anyone think MSFT could build anything that would have the user base of Yahoo! for any price or in any amount of time? If MSFT wants to acquire the assets to have a presence on the Internet it isn't like they have a stable of acquisition targets to choose from. Even if they do buy Yahoo! they will probably just screw it up and not know what to do with it.

MSFT is lost on the Internet and until they learn to think differently they will still be lost no matter who or what they buy.

Not that I don't love Microsoft (because I do and always have), but those words ring so true that it actually hurts to read them.

System
redhat



msg:3654341
 9:24 pm on May 19, 2008 (gmt 0)

The following 3 messages were cut out to new thread by engine. New thread at: yahoo-corp/3654339.htm [webmasterworld.com]
11:23 am on May 20, 2008 (utc +1)

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