Comments on: No Super Bowl For Yahoo: Top Brass Weigh Their Limited Options http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/ Startup and Tech News Fri, 16 May 2008 10:48:00 +0000 http://wordpress.org/?v=2.3.3 By: Yahoo! Google! AOL! Oh my. « Drumroll Please http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-2160228 Yahoo! Google! AOL! Oh my. « Drumroll Please Thu, 10 Apr 2008 16:35:47 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-2160228 [...] 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 [...] […] 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-2159471 www.teletubis.info » Blog Archive » Yahoo Goes Scorched Earth Thu, 10 Apr 2008 10:47:21 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-2159471 [...] 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, [...] […] 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, […]

]]> By: Yahoo Goes Scorched Earth http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-2159211 Yahoo Goes Scorched Earth Thu, 10 Apr 2008 09:05:32 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-2159211 [...] 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, [...] […] 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, […]

]]> By: Light and Power » Blog Archive » Should Yahoo accept Microsoft’s offer? http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1982533 Light and Power » Blog Archive » Should Yahoo accept Microsoft’s offer? Sun, 10 Feb 2008 08:31:30 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1982533 [...] 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 [...] […] 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1979464 Scott Thu, 07 Feb 2008 10:16:19 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1979464 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. 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1973018 dave Mon, 04 Feb 2008 19:54:18 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1973018 all of these are rumors? are you kidding? there's a difference between a 'rumor' and 'shit you made up' - get it? 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1972827 Jeffrey McManus Mon, 04 Feb 2008 19:29:44 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1972827 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. 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1972768 Isaac Mon, 04 Feb 2008 19:19:33 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1972768 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. 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1972088 stardust Mon, 04 Feb 2008 18:16:53 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1972088 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. 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1971382 Wolke Snow Mon, 04 Feb 2008 15:32:35 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1971382 [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 8-) [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 8-)

]]> By: Goober http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1971219 Goober Mon, 04 Feb 2008 14:44:59 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1971219 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. 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1970635 some Yahooligan Mon, 04 Feb 2008 11:59:18 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1970635 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. 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968876 getitright Mon, 04 Feb 2008 07:58:53 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968876 The superbowl did not meet an inevitable end...will Yahoo? The superbowl did not meet an inevitable end…will Yahoo?

]]> By: Goog Dogg http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968472 Goog Dogg Mon, 04 Feb 2008 06:41:16 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968472 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? 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968448 Wondering Mon, 04 Feb 2008 06:35:21 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968448 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....' 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968319 kk Mon, 04 Feb 2008 05:56:48 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968319 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 . 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968230 anjte wilsch Mon, 04 Feb 2008 05:21:59 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968230 How about Amazon in the mix? A Yahoo-Amazon merger would make a lot of sense on many fronts. How about Amazon in the mix? A Yahoo-Amazon merger would make a lot of sense on many fronts.

]]> By: Nate Wilalrd http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968228 Nate Wilalrd Mon, 04 Feb 2008 05:20:51 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968228 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. 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968207 Marzipan from Toledo Mon, 04 Feb 2008 05:14:35 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968207 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. 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968174 Hornelius Bennett Mon, 04 Feb 2008 04:56:31 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968174 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 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 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968172 Blabbinit Mon, 04 Feb 2008 04:56:09 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968172 If Microsoft buys out Yahoo, will the name change to Microhoo? They will have an interesting logo, huh? If Microsoft buys out Yahoo, will the name change to Microhoo? They will have an interesting logo, huh?

]]> By: spandana http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968169 spandana Mon, 04 Feb 2008 04:54:27 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968169 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. 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.

]]> By: Joe T. http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968142 Joe T. Mon, 04 Feb 2008 04:40:55 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968142 Google has no incentive to artificially prop up Yahoo by accepting an outsourcing deal. It's in Google's interest to simply sit back and watch Yahoo die, or be carved up in a fire sale. The problem is that Yahoo can no longer justify its existence. It's core asset -- the Yahoo website -- is a loss-leader and doesn't offer a single service (except maybe for free email) which isn't available in a much better form elsewhere. Google has no incentive to artificially prop up Yahoo by accepting an outsourcing deal. It’s in Google’s interest to simply sit back and watch Yahoo die, or be carved up in a fire sale.

The problem is that Yahoo can no longer justify its existence. It’s core asset — the Yahoo website — is a loss-leader and doesn’t offer a single service (except maybe for free email) which isn’t available in a much better form elsewhere.

]]> By: Flopsy http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968136 Flopsy Mon, 04 Feb 2008 04:38:43 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968136 @27 - BBC non-partisan? think again. they demonstrate as much bias and liberal tendencies as many other media outlets. Check out <a href="http://www.biased-bbc.blogspot.com/" rel="nofollow">this blog</a> for more evidence. The BBC also have a digital arm funded by advertising, and recently started to display banner ads (sadly) on their news site for non-UK readers. @27 - BBC non-partisan? think again. they demonstrate as much bias and liberal tendencies as many other media outlets. Check out this blog for more evidence. The BBC also have a digital arm funded by advertising, and recently started to display banner ads (sadly) on their news site for non-UK readers.

]]> By: Profiler http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968135 Profiler Mon, 04 Feb 2008 04:37:32 +0000 http://www.techcrunch.com/2008/02/03/no-super-bowl-for-the-yahoo-top-brass-weigh-their-limited-options/#comment-1968135 Yahoo! is a broken business. It is only valuable to MSFT because they need to catch GOOG to justify the AQNT move---and they continue to be dogged by the fact that they blew it re: the Internet in general. This move is a way for them to help fight their own demons psychologically. But the fact is Yahoo! is a broken business and nobody else wants it. Yahoo! spent years getting to this point. And now they get what they deserve. Or in the case of Yang and Decker they get rich but dont deserve it. More so Decker than Yang. At least he started the thing. She just ruined it. Yahoo! is a broken business. It is only valuable to MSFT because they need to catch GOOG to justify the AQNT move—and they continue to be dogged by the fact that they blew it re: the Internet in general. This move is a way for them to help fight their own demons psychologically.

But the fact is Yahoo! is a broken business and nobody else wants it. Yahoo! spent years getting to this point. And now they get what they deserve. Or in the case of Yang and Decker they get rich but dont deserve it. More so Decker than Yang. At least he started the thing. She just ruined it.

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