Seeking Alpha
  • David Jackson
    Poll: Which do you think was the better deal - Tumblr for $1bn by $YHOO or Waze for $1.3bn by $GOOG?
    6/12/13
    Reply (25)
    • Ashraf Eassa: Is "neither" an option? :-)
      6/12/13
    • David Jackson: OK Ashraf, just for you: Which of them was worse, and why? :-)
      6/12/13
    • Kyle Spencer: Tumblr was the better deal in that it captured a demographic $YHOO needed. Waze only solidified the dominance of $GOOG Maps.
      6/12/13
    • Kyle Spencer: That being said, I'm open to Ashraf proving me wrong on both counts. ;-) But I don't think he can.
      6/12/13
    • Ashraf Eassa: Waze purchase, IMO, was to keep it out of the hands of a competitor, rather than to bolster anything internally.
      6/12/13
    • David Jackson: My guess is that Waze has better long term monetization potential, and larger network effects.
      6/12/13
    • David Jackson: I use Waze frequently - it's a remarkable product that saves a ton of time. I'd pay for it. Can't say that about Tumblr.
      6/12/13
    • James Sands: Google Maps is one of the most used products via Internet/mobile, especially when it comes to mobile statistics. Google can always include
      6/12/13
    • James Sands: a plethora of other services within Maps and Waze applications.
      6/12/13
    • SA Editor Samir Patel: While I'm open to being proven wrong, I think Tumblr was a terrible acquisition. Yahoo essentially bought a bunch of moody teenagers.
      6/12/13
    • SA Editor Samir Patel: I don't think Tumblr has any sustainable competitive advantages over other platforms.
      6/12/13
    • SA Editor Samir Patel: Long-term, I think we'll see a story like this about Tumblr: http://bit.ly/1bwr6Sl
      6/12/13
    • David Jackson: Samir, I'm with you on this one. Low value, low loyalty demographic; low value content.
      6/13/13
    • David Jackson: Samir, how long do you think it will be until YHOO takes a write off for this?
      6/13/13
    • mitrado: Definitely Waze. Google needs everything it can to fight Nokia Maps.
      7/15/13
    • David Jackson: mitrado, if anything, wasn't GOOG's purchase of Waze defense against AAPL? NOK isn't a threat until it regains share.
      7/16/13
    • SA Editor Samir Patel: Sorry for the month-long delay - didn't get a notification you'd responded on this until now.
      7/16/13
    • SA Editor Samir Patel: I think Yahoo will have to take a write-off for this as soon as they discover that they won't really be able to meaningfully monetize it.
      7/16/13
    • SA Editor Samir Patel: Exact timeframe? Hard to say, but can't imagine more than 2-3 years.
      7/16/13
    • mitrado: David, Apple Maps are no threat to Google, Nokia Maps are. Remember that Nokia is more than smartphones.
      7/16/13
    • mitrado: NavTeq maps are the 1st choice of the industry: VW Group, BMW, Volvo, MAN, Garmin, etc. Google Maps are only used in smartphones & Internet.
      7/16/13
    • David Jackson: samir - thanks. Interesting...
      7/17/13
    • David Jackson: mitrado, not sure that "the industry" is what matters here. Isn't the biggest opportunity smartphones? Tens of millions of users...
      7/17/13
    • mitrado: In my view, GMaps have some advantages (like street view) but only when connected to Internet. In offline mode, Nokia is light-years ahead.
      7/17/13
    • mitrado: Both are important. Nokia is playing that too, by offering an incredible offline GPS experience to Nokia buyers & selling it to other users.
      7/17/13