tillman

Rupert Murdoch: Stupid Like a Fox?

Murdoch is going crazy for sure. Nobody in his/her right mind can think that Google/Bing/Yahoo would cut a deal similar to MySpace. That was a stupid mistake Google made in hopes of keeping the site out of msft's hands. They soon realized it was not worth it. And, that is the reason you don't hear/read about similar deals. Google has hardly anything to loose without WSJ.

Mark Cuban: Internet Media Giants Are One Hit Wonders

And, Cuban is one snake oil salesman. He got lucky that he was able to fool Yahoo into buying his crap for $4 billion dollars at the height of dot com bubble. If he was that smart he would have run the company instead of selling it. His wealth and subsequent acquisitions are all due to a one hit wonder Yahoo! that foolishly bought snake oil from him.

What a Difference a Day Makes: February Internet Searches Down 3%

@hotlanta: Nicely put. Can't agree more.

Share of Online Searches by Engine, January 2009

Nielsen's internet data is not more accurate its TV data. That says enough. As a marketer I'd be interested in ComScore data.

Microsoft Hires Lu, Commences Project Granola

There is a fundamental flaw in the logic. Dr. Lu worked on Panama project - which isn't as big success due to low volume of searches. Microsoft on the other hand has less than half volume than Yahoo. It will take them years to even catch up to Yahoo let alone Google. The only way this would make sense is for Microsoft to take over yahoo search and reaching a point in market share that would make any improvements in monetizing worth a dime. No matter what the so called pundits say there is no way Microsoft can beat Google in search unless it acquires Yahoo!

RBC Analysts: Stay Long Yahoo As Its Possibilities Grow

It is a ridiculous notion that MSFT is bidding against itself. This is not an auction. This is a bargaining table. There is a very big difference between auction and bargaining. In auction, the seller doesn't have any say about the price after minimum price requirement has been met. Thus, a buyer can't bid against itself. But, in bargaining, there IS NO BID. It is simply a process in which the buyer offers the price and the seller would accept it if it is acceptable to him/her. If rejected, the obvious next step for the buyer is to increase the offer or go take a hike.
This is an unsolicited offer to acquire a company that was not for sale. So, unless MSFT is willing to pay enough money to satisfy YHOO board/shareholders; I don't see this deal going through. Now, I can't speculate on the numbers but, at this point; it seems to be higher than $31 per share.