giant to get bigger?

aberkowitz

aberkowitz

Audioholic Field Marshall
I think it falls apart before it happens. If it does happen- I see MSFT dismantling most of Yahoo as opposed to trying to integrate the two companies together. A few choice items will get kept- probably Yahoo mail in the short run, and the search algorithm and well their advanced development teams for the longer term. If this happens I see this more as MSFT paying $46 bb to get rid of a competitor.
 
??? What article did you read? :)

1) Yahoo will JUMP at this opportunity.
2) Microsoft will absolutely revamp and integrate Yahoo into the desktop, allow it a vehicle to take on Google
 
Tom Andry

Tom Andry

Speaker of the House
3) And Google will crush it because M$ will be too busy adding DRM and other crap that will make the interface unnecessarily clunky and buggy.
 
Tom Andry

Tom Andry

Speaker of the House
My favorite line: "Yahoo said it will "carefully and promptly" study Microsoft's bid."

If by "studying" you mean "dancing for joy and getting the car out of hock" then yeah, they are "studying" it.
 
aberkowitz

aberkowitz

Audioholic Field Marshall
??? What article did you read? :)

1) Yahoo will JUMP at this opportunity.
2) Microsoft will absolutely revamp and integrate Yahoo into the desktop, allow it a vehicle to take on Google
I disagree that Yahoo will immediately jump at the opportunity. I know the company has been down, but I could see them using this bid to create a bidding war between Google & MSFT.

As for integration, Microsoft is TERRIBLE at integrating its acquisitions. It has one of 2 MOs when it comes to integrations: 1) Blow up the acquired company except for the IP which it integrates along with choice employees, or 2) Keep the acquired company intact as a wholly owned "subsidiary" and have it act as an independent department of the larger company. MSFT has been very smart in this regard because merger integration, particularly among tech companies, is incredibly costly and has a very high failure rate.

I cannot think of a deal where Microsoft actually bought another company and completely integrated the IP and the employees.

Yahoo has been a poorly run company for several years now- and while this deal looks great from a technology development standpoint I think it's going to be a huge challenge from an organization and integration standpoint.

I don't see this deal alone helping MS catch google b/c they could at least a year or two trying to puzzle piece the two companies together.
 
1

10010011

Senior Audioholic
If you can't beat'em, buy'em...

Microsoft's attempts at web portals sucks and the only reason they even get any hits on MSN is because they hard coded www.msn.com as the default start up and search page in Internet Explorer.
 
bandphan

bandphan

Banned
a war their will not be btwn msft and google. Advertising dollars and branding are major issues here. This isnt the first time for the talks, but such a bold move in the face of quaterlys being out
 
Halon451

Halon451

Audioholic Samurai
Eh - it's good to see it happen. Looks like I have another underdog to root for. :D
 
aberkowitz

aberkowitz

Audioholic Field Marshall
Yahoo has declined Microsoft's $44.6 Billion acquisition bid. What's next? 50 Billion?

http://www.washingtonpost.com/wp-dyn/content/article/2008/02/09/AR2008020900973.html?hpid=moreheadlines&sub=AR
I think MSFT either A) walks away totally, or B) waits a year or two while Yahoo's value drops even more and then picks them up on the cheap. MSFT might be able to cause a proxy battle in a year or two if Yahoo's market position and stock price drop enough. I don't see them upping their offer right away.
 

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