My thoughts on MicroHoo Thursday, February 14 2008
In response to post : Is Yahoo Really Worth More Than What Microsoft Offered
Probably yahoo do not accept ANY offer, they try to be independent. IMO, in the current recession Yahoo does not worth for more than $25 a share.
I guess, MS already know that Yahoo do not accept the offer at $30, if the talk goes for long time(10+ months) that is not good for GOOG (MS initiated a proxy war?). MS may try to build a better search engine instead.
I like to see that Yahoo should buy BIDU, MS should buy CMCSA, Google should buy a mobile operator. If it happens, there would be a heavy competition and lot of innovations. that’s good for everyone.
thanks
saran
at least, for the next 20 years MS going to burn wire/wireless networks more than anyone else. MS needs a smooth transition (operators not even allowing bit torrent, they invested lot of money so they are right to claim) from desktop OS/Games/Office to live OS/Games. Comcast is a good choice because they are close to reaching the cap (30). building a new one take many years, the delay in each year MS may lose ~10B income per anum.
in response to post: The Other Shoe Drops On Yahoo
Microsoft, Instead of buying yahoo, you should build better search engine. How much it is going cost? may be $10B? or $20B?. Even if you purchase,
- still a better search engine is missing
- you have to face lot of legal issues, especially in UK.
- Yahoo doesn’t worth for $45B.
- Anti-trust authorities going to block the merger
finally Google probably buy Apple or someway they merge together to fight with you.
in reponse to post: Decision Time For Yahoo
Probably Yahoo does not go either side. they stay as an independent company…
in response to post: What you all are missing about Google
“the real race today isn’t for search Isn’t for email. Isn’t for IM. It’s for ownership of your mobile phone”
there were 61 million Chinese mobile search users in 2007. This year, that number is expected to rise to 117 million (ref - iResearch). US search engine advertising spending in 2007 is $8.6 billion And spending nearly doubling to almost $16.6 billion in 2011 (ref – eMarketer).
I guess, the real race is for search (both in mobile/pc)
