| 12:31 pm on Feb 11, 2008 (gmt 0)|
Yahoo are in a panic. They don't want to be bought by Microsoft at the current price being offered, so they are desperate to try and merge with any other media companies they think would be a good fit.
I don't really know the state of AOL at the moment, but they do look like they will split from Time Warner, sooner rather than later.
As for Yahoo, I think Microsoft will still buy them, if they put in a slightly higher offer than the large one they have already put down on the table.
| 12:47 pm on Feb 11, 2008 (gmt 0)|
This seems utterly stupid to me. Especially since AOL can in no way be described as a global company - it doesn't really seem to exist outside USA, IMHO. Being bought by MSFT would be the best move Yahoo! could make, ever.
Also... Disney? Come on Yahoo!, that's plain stupid. That would mean getting involved in all kinds of odd activities like movie-production, resorts and whatever that would just further mess up the accounts.
| 12:58 pm on Feb 11, 2008 (gmt 0)|
Blind leading the blind?
LMAO - they carry this on and the shareholders will throw out the Y! board quicker than they can sort a buyout from M$.
| 1:12 pm on Feb 11, 2008 (gmt 0)|
Only two viable options. Either sign up for Uncle Bill's army or partner with Google and let them take care of Yahoo's search results.
Aol...Disney! Do Yahoo have the teletubbies on their board of directors? :)
| 2:15 pm on Feb 11, 2008 (gmt 0)|
Interesting that NYT and WSJ have nothing on this yet.
It's not AOL, I would guess, but Time-Warner (or whatever they call themselves now.) They STILL do not have an internet play that impresses anyone. But, would Yahoo do it? Hmmmmm. I would have to say I would be impressed if they pulled that off. I guess.
It does look like "the blind leading the blind."
| 2:21 pm on Feb 11, 2008 (gmt 0)|
I don't know even AOL is to count.
| 2:37 pm on Feb 11, 2008 (gmt 0)|
IMHO a very smart move.
Scenario 1 - Legitimate Merger Attempt
Yahoo and AOL both have communities with repeat usage and significant search market share. Granted indivdually Google has much more search market share but if Yahoo and AOL combined their shares it would create a better rival to Google. A larger search market share would increase the demand from advertisers which should raise the PPC bids which would raise profitability. Personally I think it would also have a better chance of being approved by the Google blog, I mean the government regulators.
Scenario 2 - Fake Merger Attempt
This buys the Yahoo board more time to make changes and turn things around. In a perfect world they can turn the company around and be so very profitable that no one can afford to buy them. More realistically they slightly turn things which makes them more valuable and thus demanding of a higher buyout price. Either way it pressures Microsoft to increase their price just to conclude the deal.
| 2:38 pm on Feb 11, 2008 (gmt 0)|
|or partner with Google and let them take care of Yahoo's search results |
Would that be any better than the Microsoft deal?
| 3:10 pm on Feb 11, 2008 (gmt 0)|
If it was one of those two I guess it would most likely be the latter to buy time... that way they can get their grande wet lattes in and sit round a dartboard (ahem) board table and discuss sme kind of strategy that makes them look half competent.
| 5:05 pm on Feb 11, 2008 (gmt 0)|
AOL alone sucks.
Y alone sucks.
Together they's suck even more.
But, IF it went through, it would make the price too much for msft. They (MSFT) lost quite a bit in shareholder vaule already. I can't see what AOL offers that Y needs though
| 5:50 pm on Feb 11, 2008 (gmt 0)|
All is good as long as MSFT does not gain foothold in the search engine world that they could use in their traditional manner of abusing their de-facto monopoly in other markets to leverage the same in this market (a traditional MSFT tactic for which they've been convicted and fined).
| 5:52 pm on Feb 11, 2008 (gmt 0)|
If I were a Yahoo shareholder I would not be too happy right now.
Yahoo rebuffed Microsoft a year ago because they felt the had a solid plan to turn things around and thus return there stock price to it's former glory.
A year later, with Yahoo's stock price falling further, Microsoft makes a public bid for Yahoo at a price significantly higher than what the stock is currently trading at.
Yahoo rebuffs Microsoft again.
If I am a stockholder, how am I to believe that Yahoo's board has a viable plan to get it's stock back anywhere close to what Microsoft is offering. My confidence in Yahoo's ability is already shaken from there assurance a year ago.
My prediction is if Microsoft makes a hostile bid for Yahoo, they will get enough Yahoo shareholder support. Then it is only a matter of if it gets past the anti-trust issues.
| 7:19 pm on Feb 11, 2008 (gmt 0)|
If Jerry Yang is to stick with his strategy to become the most visited portal again, I say this merger would do him good. Y! could probably outsource the search biz to Google and concentrate on selling display ads after merging with AOL (a.k.a Ad.com). Do you know how many eyeballs this new entity will receive?
| 10:59 pm on Feb 11, 2008 (gmt 0)|
Now don't I recall some very unfortunate and accidental accounting errors the last time AOL merged with another company? Merging with AOL would be the perfect defence strategy for Y!, it would make a poison pill that even G would balk at swallowing.
| 1:34 am on Feb 12, 2008 (gmt 0)|
Two half a$$e$.. I mean ah.. two halves of an a$$ don't make a whole.. ah shucks something just smells bad about this deal.
| 9:21 am on Feb 12, 2008 (gmt 0)|
|All is good as long as MSFT does not gain foothold in the search engine world |
So you are happy with a G monopoly then... like it or not there has to be some competition and at present M$ is about the only one that has the cash reserves to make any in roads to at least provide some choice for search.
I am not saying I want to see M$ takeover, but some competition will ensure at least a chance of a level playing field - plus will ensure innovation has to be top priority for both companies, for the benefit of all.
| 5:39 am on Mar 13, 2008 (gmt 0)|
good to know
| 2:03 pm on Mar 14, 2008 (gmt 0)|
LMAO, that would be like watching two drunks, holding hands, coming out of a bar, ROTF.