Ok, IMO, Yahoo is a wounded animal these days. They have been the big kid on the web block for what over a decade now? They were it, hmmmm, 7 years ago before the dot com burst. Heck, there site looks like a grand parents garage. Brick-a-brack piled high to the ceiling with everything but the dog, oh wait that is stuffed and mounted above the garage door.
They have some great web guru’s at Yahoo and the brain trust is nothing to laugh at all. Awesome stuff, period. BUT… does any one (other than Yahoo’s board and Jerry) see anything good coming from this buyout? Heck everyone outside of Bill and Steve at MS should be screaming, “NO… DON’ DO IT MAN” and looking for the nearest life boat. 44 Billion is a lot a coin to buy what?
First, it would have to happen and who knows if the government would let this little monopoly continue. Probably, only the UK has the bones to do anything against MS.
Second, is Steve and Bill still really thinking they need to beat the Google monster this way? If so, eating Yahoo does not make Microsoft better than Google I hate to inform them. Nope, won’t do it.
Third, what does Yahoo + Microsoft = ? What would Yahoo’s name become? Microsoft. Just like Oracle, things acquired either go their to die, or ripped apart and the organs thrown about the room and you get things like MS Bob! 
Seriously, has MS changed the way the “web” works today? Personally, it just seems like every move they make is a bad copy of what Google has already done. Office Live is a prime example.
I could see Jerry and board saying yes, since Yahoo is laying folks off and those earnings just keep going down the bowl. For 2 years the stock has just kept going down, down and down. Heck take the money and run right. Y A H O O O O… I can hear that tag line ringing right for someone finally!
At the end of the day, the thing that really sits in the mind.
If they really do some re-branding of Yahoo.com… does it become:
- M + OO = Moo.com? (MS would have to buy up a print company)
- Y + SOFT = YSoft.com? (MS would have to send a legal letter to Yankee Software to stop using their domain!)
- MICRO+OO = Microoo.com? (Go for this one MS, domain stumpers are easy push overs… plus doesn’t it roll right off the tongue!)
Lastly, I put in my plea for a feeble .01% of the sale price please Bill? Not 1%, nothing dramatic, heck not even .1%… I am not a 3rd world or have curable childhood diseases, but I am a hostage to your stolen software since the 80′s. (BASIC, DOS, WINDOWS……) I know the folks at Parc love you Bill (heck and Steve J).
It use to be the big eat the small.. now it is the big eating the big that are sick.
Update: Yahoo released a small FAQ for this “unsolicited proposal”:
“Q1. How is Yahoo! responding to Microsoft’s proposal?
The Yahoo! Board is undertaking a deliberate review process. They’re going to take time to thoroughly evaluate the proposal in the context of Yahoo!’s strategic plans. This will include evaluating all of the Company’s strategic alternatives – including maintaining Yahoo! as an independent company. That process will take some time, but the Board will ultimately pursue the option that it believes can best maximize value for our shareholders.”
pursue the option that it believes can best maximize value for our shareholders. = pursue the option that puts the most money in our pocket.
Update 2: Yahoo has rejected MS bid.
“After a series of meetings over the past week, Yahoo’s board determined that the $31 per share offer “massively undervalues” Yahoo, the person said. It also doesn’t account for the risks Yahoo would be taking by entering into an agreement that might be overturned by regulators. The board plans to send a letter to Microsoft on Monday, spelling out its position.”
So is this over and Yahoo better come up with its game plan on how to stay alive before it hangs itself? I am sure next week will reveal more.
Tags:
Buy out,
Microsoft,
Takeover,
Undervalue,
web,
Yahoo
Dover
85°
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