WebSeitz/wikilog
z2008-02-01- Microsoft Bids For Yahoo
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last edited by BillSeitz on May 5, 2008 9:07 am

bid for .

Who would his benefit, exactly? I mean other than the incompetent senior managers in both companies... I agree with - this is a bad fit.

notes the projects "at risk". A commenter notes - are they going to keep moving their -killer forward?

Will people yank their accounts? ?

Update: thinks 's value premium might come from their orientation. And then there's , the crazy aunt in the attic. Yahoo! has always been embarrassed by Groups. It's so ordinary, so "my mom uses it," so downright unsexy. They've starved it of resources for years, and they'd kill it if they could, but they can't, for one awkward reason: It's incredibly successful. The daily use of Groups rivals and , and if messages counted as page views, Groups would be one of the most trafficked Internet properties all on its own... And herein lies both the opportunity and the risk of a Yahoo! acquisition--it's hard to turn the obvious and real value these social applications generate into obvious and real dollars... If Yahoo and Microsoft together can figure out how to make money with Yahoo's unique social platforms, they will have created some sustainable advantage. If not, well, $44 billion is a lot of money to pay for mere traffic.

Update: rejected the offer.

Related: laid off a pile of people.

doesn't think this matters much to folks (because neither has been doing much stuff lately - he's gives a nice list of other buyers, and says he thinks will heat up the next couple years from companies facing change), and might be net-positive (because they'll be too busy to do ).

May04: gave up (for now).


 



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