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SEATTLE — Microsoft Corp has withdrawn its offer for Yahoo Inc. and does not plan to go hostile, a person familiar with Microsoft's thinking said Saturday.
[reportonbusiness.com...]
it doesn't have the marketing machine that Google has
That's been the official Microsoft propaganda line for some time. (However, I've never heard anyone with a technical clue propagating it.)
I'm not sure which "single product" Microsoft thinks Google has. I use Gmail. I _don't_ use their advertising services, but I've heard that they do offer some such thing. Microsoft was happy enough to copy Google Earth (um, I mean "retroactively innovate a unique new concept for display of geographical data." Microsoft never copies. They just redefine "innovation.") Google Print sorely perturbed the Luddite Professional Scriptoria known as "Publishers" (who seemed to think it was a product competing with their termite fodder.) I've tried out Google Documents: it didn't serve my immediate purpose, but I can see how it could replace a competing "product," saving $500.00 a workstation for a lot of people.
I'm not big on propaganda lines, one way or another. But I willingly use a wide range of Google products, even including that search engine of theirs. That's not something that I could ever have said about Microsoft. The number of products they have that anyone would use by choice could be counted on the feathers of one hand.
However, over at Groklaw we've noticed that they have an extremely quickly-responding astroturfing team. And some people not particularly tech-aware do drink the kool-aid.
The speed with which high tech investments can be turned from gold to dust is quite remarkable
For me it would be like Coke buying Pepsi , Re branding it and changing the inredients, and then expecting the Pepsi buyers to keep on buying it like nothing had happened
Who knows
There are indeed various definitions of "product".
hutcheson was referring to a range of products that not necessarily make money for Google.
On the other hand, if we talk about products that make money for a company, the claim that Google has only one product might be pretty accurate.
hutcheson's comment about Google maps isn't correct. He should find out about Microsoft's TerraServer.
Yahoo still has some amazing assets, a lot of eyeballs, and a great deal of potential. Sure, it can all be squandered, but I can see Yang wanting to buy himself the time he needs to "prove" his strategy.
Microsoft is much more on the ropes than Yahoo is, at this point. They're loosing market share percentage point by percentage point on the desktop, on the web, in their productivity software, pretty much on all fronts.
Why would you want to get bought out by a company that is putting so much effort into squandering every advantage they ever had?
1. As soon as Microsoft makes another offer the stock will shoot back up, probably higher than this time.
2. From what I hear people loyal to Yang hold around 60% of the voting share so Microsoft couldn't have gone hostile even if they wanted to.
Let face it, the final count down will be very much likely between Google & MS. (Yahoo is a third kingdom that happened to be in the middle of a war zone). If MS was to battle Google, they need key products to counter attack Google which will be.
1. Compete with Adsense - #1 priority
2. Compete with Adword - #1
3. Compete with Search - #1
4. Compete with Gmail
MS currently don't have Adsense, (no publisher network). AdCenter is to small to compete with Adword. Search is not good. so to do it alone will be very much an impossible mission. (Why I think that way, because they have proven in years of failing and trailing Google and doing the same thing will not make any differences.)
Ok. So you may think that if MS can look for alternative options, then possibly we can guess that they may buy AOL, FaceBook or MySpace which are currently the strongest candidates. However, these guys won't have what MS need in order to compete with Google. (Social network is cool but not search. google=search) so even MS buy them all, they still don't have the Publisher Network (Adsense), AdWord, and Search which are the keys (ammunition) to kill Google. Which mean there are basically no alternative to Yahoo even they try to look around the globe and the outer space.
I think Yahoo figured that out ... so strategically, they are not in a hurry to sell them out. However, both Yahoo and MS aware that Google is the most dangerous guy.
For Yahoo stance point, chances they beat Google or MS are very slim. They can't go alone ... and much likely will be swallow by G or MS. So they obviously need to make the most out of it.
If I was Yang, I will buy out AOL or MySpace, then MS won't have any other choices or options but have to put the deal through at any cost.
If you put yourself in MS's shoes who would you rather afraid of? Google or Yahoo?
... THEN THE ANSWER WILL BE VERY OBVIOUS!