Comments on: No Super Bowl For Yahoo: Top Brass Weigh Their Limited Options

By: Yahoo News - Yahoo and Google alliance? | WeGoSe Media

Yahoo News - Yahoo and Google alliance? | WeGoSe Media — Sun, 28 Dec 2008 06:43:03 +0000

[...] a break – the stock jumped nearly 1/3 on Friday). They’ve been working all weekend … http://www.tech...8230;TechCrunch – http://www.tech...Microsoft-Yahoo: Deal of the Weak“Yahoo is the last old [...]

By: perde

perde — Thu, 25 Dec 2008 14:53:15 +0000

good nice

By: how to trade currnecies

how to trade currnecies — Mon, 06 Oct 2008 20:41:36 +0000

Great post.

By: Yahoo! Google! AOL! Oh my. « Drumroll Please

Yahoo! Google! AOL! Oh my. « Drumroll Please — Thu, 10 Apr 2008 16:35:47 +0000

[...] news is the Yahoo/Google alliance. Industry insiders still question whether regulators would allow the deal, but Yahoo’s been whispering around Silicon Valley that a business partnership with Google, as [...]

By: www.teletubis.info » Blog Archive » Yahoo Goes Scorched Earth

www.teletubis.info » Blog Archive » Yahoo Goes Scorched Earth — Thu, 10 Apr 2008 10:47:21 +0000

By: Yahoo Goes Scorched Earth

Yahoo Goes Scorched Earth — Thu, 10 Apr 2008 09:05:32 +0000

By: Light and Power » Blog Archive » Should Yahoo accept Microsoft’s offer?

Sun, 10 Feb 2008 08:31:30 +0000

[...] out the options for Yahoo wrt Microsoft’s offer to buy them out. He’s written two pieces that helped put it together for me. Mike clearly has great sources in the investment banking [...]

By: Scott

Scott — Thu, 07 Feb 2008 10:16:19 +0000

What about Softbank? Could they buy it with some help?

Yahoo in the U.S. may have its problems, but here in Japan, Yahoo is wonderful, the center of the internet, full of useful features, better search than Google. It’d really be a shame for Microsoft to start to dick around with it.

By: dave

dave — Mon, 04 Feb 2008 19:54:18 +0000

all of these are rumors? are you kidding? there’s a difference between a ‘rumor’ and ’shit you made up’ – get it?

By: Jeffrey McManus

Jeffrey McManus — Mon, 04 Feb 2008 19:29:44 +0000

Mike, do you honestly think that private equity will be able to raise the debt to buy Yahoo at $35 or $40 when Microsoft somehow could not? They’re a cash cow, for Pete’s sake — they must have bankers falling over themselves to lend them $20B.

By: Isaac

Isaac — Mon, 04 Feb 2008 19:19:33 +0000

One piece people are overlooking is Yahoo’s relationships with ISPs.

Comcast and ATT collectively(both of which Yahoo has strong ties, ATT rev share on Subscribers, Yahoo represents all of Comcast’s Online Ad Inventory) own a 32% share of Internet Subscribers. Yahoo could setup data deals with the ISP to increase the value of MSN/Yahoo’s inventory.

By: stardust

stardust — Mon, 04 Feb 2008 18:16:53 +0000

a lot of post with good ideas and perspectives (then there are the ones not worth commenting on). while the takeover makes sense to MS, to get into this online game, what do they really want out of this deal – the search assets – the advertisers and inventory (hope it’s not the technology cuz panama is an annal program to manage (a reflection on management)) the various leading trafficked sites with a view to doing a better job leveraging higher ad yields from them.

the combined co.s become a player to rival G given its assets – traffic, money, technology(!!!!) but realize I don’t say innovation. clearly what both co.s can’t do is innovate and that will remain the case. they are where they are because they are the old guard (think auto industry (where their sprint is no faster than their sleep!). the industry is changing way too fast for their lumbering management structure have any idea what is going on out there! and reacting to market forces is really not a strategy in todays online business – lead or get out of the way! think, Zune, Y360, to mention the obvious….

so Balmer, i don’t know what you are thinking by offering $44b – pull back, give them half that, strip it (management to go first), keep trafficked sites and buy fb with the change – then keep buying new startups with traction or/and disruptive technologies (if your management is not too busy protecting their lame ducks) then you’ll may remain in the game.

By: Wolke Snow

Wolke Snow — Mon, 04 Feb 2008 15:32:35 +0000

[Arrington:] … a slim chance for a certain White Night to appear and save the day.

Mike: were you preparing for the White Party (SF, Miami, …) or is this a hint about cocaine-addicted VCs?

I love your spell checker

By: Goober

Goober — Mon, 04 Feb 2008 14:44:59 +0000

Hey 35 moron, why don’t you look up what the top sports, finance, celebrity news, mail, and single page on the web are? I’ll give ya hint….Y! sports, Y! Finance, OMG, Y! Mail, and the Yahoo! Homepage. Oh, and have you ever heard of Flickr? Not a bad site either. Yahoo! 2 Go mobile? #1 as well. People who comment on stories should at least have some working knowledge of what the hell they’re talking about.

By: some Yahooligan

some Yahooligan — Mon, 04 Feb 2008 11:59:18 +0000

Hey, I like the idea of getting our friend Rosensweig back. He already managed to fuck Y! Europe in the a with this great Kelkoo deal (what was it like? 640 m euros?) that made some of his pals in frog-eater country rich (guess he got his share), leaving Y! Europe suffering from that until today. We got rid of most of the new french euro top managers now but still have fun with quite some “decisions” they made. So Dan, please kepp your fingers off Y!, you’ve tortured us enough.

By: getitright

getitright — Mon, 04 Feb 2008 07:58:53 +0000

The superbowl did not meet an inevitable end…will Yahoo?

By: Goog Dogg

Goog Dogg — Mon, 04 Feb 2008 06:41:16 +0000

Interesting idea, Mike, on the Rosensweig – Facebook thread. I know Rosensweig is jonesing to get back into the game, and he loves Facebook. However, there is not a snowball’s chance in hell that Zuckerburg would do such a deal. He actually believes that his company is worth more than Yahoo, so there would be no logical discussions with Zuckerburg about valuation, hence no chance of a deal!

Anyone from Facebook or close to Rosensweig disagree with my logic?

By: Wondering

Wondering — Mon, 04 Feb 2008 06:35:21 +0000

If Y allows GOOG to do the monetization, they’ll end up making the same mistake that they made early on in the game when the outsourced the search technology to GOOG. the mistake they haven’t recovered from yet and are still struggling with.
What will be the impact of outsourcing monetization to GOOG? Two impacts- a doomed Panama along with a strong adsense/adwords combination ensuring a virtual grip of GOOG on most of web’s publishers.
Yahoo would be committing a huge strategic blunder if they were to join forces with GOOG. It would be more like ‘fool me twice….’

By: kk

kk — Mon, 04 Feb 2008 05:56:48 +0000

Looks like Microsoft’s investment in Facebook was just a gimmick to divert everyones attention while Microsoft was planning this all along. Mark Zuckerberg actually believes he is a genius by making a duplicate of myspace with white background and lesser ads. He just happened to be lucky between their war. Anyway bow down to Microsoft .

By: anjte wilsch

anjte wilsch — Mon, 04 Feb 2008 05:21:59 +0000

How about Amazon in the mix? A Yahoo-Amazon merger would make a lot of sense on many fronts.

By: Nate Wilalrd

Nate Wilalrd — Mon, 04 Feb 2008 05:20:51 +0000

This is history in the making.

A google partnership makes a lot more sense and Wall Street would RALLY behind it, which would keep shareholders happy.

If the partnership involved Google monetizing yahoo properties it would allow Y! to redirect all the ineffective people working on search and the ad system into areas yahoo! should focus on, media.

By: Marzipan from Toledo

Marzipan from Toledo — Mon, 04 Feb 2008 05:14:35 +0000

funds can’t even raise money to buy an office building with paying tenants in it so it is unlikely anybody can step in for this risky maneuver right now.

what i will say though is this, that all this might come down to taking the media assets – i do agree with you on this. We saw it with the Time Warner deal, and we will see it again, whether it is this deal or not.

If the opportunity to control another media asset/outlet is financially feasible, it will happen.

By: Hornelius Bennett

Hornelius Bennett — Mon, 04 Feb 2008 04:56:31 +0000

mike,

I like peter mac’s ebay proposition. Please forward his email addr to them so that they can tap him as their new CEO.
How about Novell as a possible Yahoo suitor? They are flush with cash, and in need of some street cred.
Cisco is kicking ass and doesn’t need this headache.

Horn

By: Blabbinit

Blabbinit — Mon, 04 Feb 2008 04:56:09 +0000

If Microsoft buys out Yahoo, will the name change to Microhoo? They will have an interesting logo, huh?

By: spandana

spandana — Mon, 04 Feb 2008 04:54:27 +0000

this would’ve been such a welcome marriage if microsoft had a better culture that was close to silicon valley. it’s unfortunate, and it’s inevitable.

at this point, i think swapping facebook for panama could be an very good out for yahoo.