Skip to content




MSFT Flirting(Strong-Arming) with YHOO Again…

I must say that I thought Yahoo was insane for not taking a $47.5B buyout from Microsoft which was equivalent to $33 per share compared to last night’s closing price of $17.22.  Now they are “Said to be Near Agreement for Web-Search Ads” which is another way of saying that Yahoo is scared to death because Microsoft released “Bing” and very quickly took search market share away from Yahoo.  So you have Yahoo sitting on its hands, Microsoft releasing a solid search engine that within a month put Bing with spitting distance of Yahoo…how do you think that is going to work out?  My bet is that Yahoo is going to take the shaft on this deal and rightfully so.  If you were Microsoft, wouldn’t you take Yahoo to the cleaners?

The key in this deal is that Microsoft is going to get access to Yahoo’s user base.  Google has yet to fully capitalize on all of the user information at their disposal and that is where the true money is.  Microsoft is very willing to give Yahoo 88% of ad revenue as long as they get access to the big, unspoiled pie.  At the very least, this will put Google and Microsoft in a battle over user information, not search.  Who said government had to be the only big brother in the picture?  Wonder where Facebook is going to fall in this whole game…

Be Sociable, Share!

Posted in Markets, Media.

Tagged with , , , .


0 Responses

Stay in touch with the conversation, subscribe to the RSS feed for comments on this post.



Some HTML is OK

or, reply to this post via trackback.



Get Adobe Flash player
Copyright © 2009-2013 SurlyTrader DISCLAIMER The commentary on this blog is not meant to be taken as an investment advice. The author is not a registered investment adviser. There is no substitute for your own due diligence. Please be aware that investing is inherently a risky business and if you chose to follow any of the advice on this site, then you are accepting the risks associated with that investment. The Author may have also taken positions in the stocks or investments that are being discussed and the author may change his position at any time without warning.

Yellow Pages for USA and Canada SurlyTrader - Blogged

ypblogs.com