There's a battle going on in the technology world over Yahoo, the search and advertising company. Microsoft wants to buy it, and Google wants to sign deals with it. Microsoft has so far failed in buying the company, but Google has inked a deal with Yahoo this morning, which means Google will supply Yahoo with some search ads.
Post a Comment
Member since:
2005-07-06
Member since:2006-12-05
"Chair-like Flying Objects" seems to have a catchier ring to it. I mean, it's not very unknown, mysterious and therefore interesting if you *know* they're chairs flying. But "chair-like" has that nicer out-of-this-world feel to it. It could be a chair being thrown straight out of Ballmer's office... but is it? Could it be a bird? A plane? Some totally unknown object that just happens to look like a chair?
Unless it has a big Windows logo imprinted on the back, we'll never know...
Member since:2006-07-04
Member since:
2006-01-06
It's in decline. Both Microsoft and Google know this. But neither wants the other to own it.
What this deal means is that Google is inexorably inching toward anti-trust regulation in the online advertising marketplace. It will take some time, of course, but it's going to happen.
Member since:2005-11-21
What this deal means is that Google is inexorably inching toward anti-trust regulation in the online advertising marketplace. It will take some time, of course, but it's going to happen.
What would make Anti-Trust issues rise is if Google were in a bidding war for Yahoo, against Microsoft and won out, with Federal approval.
Member since:2006-01-06
Google has close to 80% of the online advertising market. It's already teetering on the brink of anti-trust regulation. It's doing everything that it can to consolidate the market through acquisition (eg. Double-Click, etc) and drive out competitors. I predict that, within the next 3-5 years, Google will hit a wall, will want to continue gobbling up other companies, and the regulators are going to step in. It's just a matter of time.
Member since:
2006-07-04
Seems that lots of folk aren't very impressed with this deal.
For example:
http://www.marketwatch.com/news/story/yahoo-sinks-deeper-options-dw...
"But many analysts were skeptical about what some saw as a desperate move that merely confirmed Yahoo's increasingly weak position, and which nearly everyone agreed will face stiff regulatory scrutiny.
Analyst Jeetil Patel of Deutsche Bank called Yahoo's deal with Google "perhaps one of the worst strategic maneuvers seen in the Internet industry."
"Net-net, we don't understand this deal," Patel told clients in a research note.
It also reinforced the view of critics that Yahoo's board had lost control of the ship, clinging to whatever alternatives it could find.
"Yahoo's board was forced to extract value some other way, and the result was a commercial ad deal with Google announced," analyst Mark May of Needham & Co. told clients in a research note. "This deal diminishes Yahoo's relevance among advertisers and strengthens the hand of a key competitor ... could face regulatory headwinds, and there is uncertainty that the target financial gains can be recognized."
May downgraded Yahoo to hold from buy. "
Member since:
2005-11-05
If Microsoft really wanted to galvanize the market, they could announce a voluntary break-up. The result would be a group of companies much more nimble at responding to the market and listening to what users really want.
In addition, those who think that, for example, Microsoft Office is doomed or that Microsoft's internet strategy is flawed, would be given an exit. Investors could cash in their stock, or keep stock in the OS part of a new group but decline to buy stock in the Office or online parts of it.
Just my 2 cents, but this would have a much, much bigger impact than anything Microsoft could do in its attempts to out-Google Google. On the other hand, this would also spell the end for Senor Ballmer and his mates, which means it will probably never happen unless imposed by Wall Street.
Member since:
2008-06-03
