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.

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

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

Top 10 Web Portal Frontpages: February 2009

@jackdee: This is a reference point for portals only that display ads when a user visits it. This sort of data is useful to advertisers who want to measure how many people see their ads vs google where user would see ad only when they search for something.

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.

A CEO Who Subtracted Value

May be you should have read it more carefully. It was the story on WSJ that found fault with the legends of software industry and not the Carol Bartz. Please learn to properly read and comprehend English before commenting.


On Jan 18 12:36 AM Talk is Cheap wrote:

> It is easy to blame Gates and Ballmer for missing the internet boat
> but they started a company 30 years back that had revenues of $30
> BILLION in 2008. Yahoo had revenues of around $6 billion and Carol
> worked for a company that had revenues of $1.5 billion.
>
> May be Carol should focus on her current job at Yahoo instead of
> finding faults with the legends of the software industry.

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.

Microsoft Should Call Yahoo's Bluff and Refuse to Raise Its Bid

Not so fast Randy. Now, people know how badly msft wants yahoo. backing down from the bid isn't going to help msft anyways as it is already bleeding through MSN. Inspite of online ad industry's double digit growth MSN has been bleeding hundreds of millions every year. And, with industry growing to 80 bill in 2011 from 40 bill today; I don't see how msft is going to get a major chunk of it without Yahoo's help. To me it seems that msft needs yahoo more than yahoo needs msft. Probably yahoo shareholders needed this before msft's offer. Those who wanted to get out, are already out as they have made profits on their yahoo investment. Only long term holders would be holding on to their stocks. And, they know patience.

Microsoft/Yahoo: Facebook is the Real Reason

The title is really misleading. "Facebook is the real reason". Well, to the majority of the people on the internet; facebook is just another website. It doesn't offer any technology other than the fact that it connects users with others. MSFT wants to transform their desktop/msoffice business model into SAAS and online Ad Business. It is not about Search Advertising alone - where everyone has conceded defeat. It is about display advertising where Google is not strong and Yahoo is. It is this display world that is going to double in next 3 years and not search world. Search is very mature now whereas display is still in its infancy. Everytime I see a moron on CNN, CNBC talking about search I can't do anything but laugh. It's not about search; its about Msft transforming its offline-software model to online-SAAS model in the long run.