Comments on: Varieties Of Dilemmas http://blogs.krimson-news.com/maxh/2008/05/03/280/ Musings Of A Free Thinker Thu, 08 Jan 2009 15:51:13 +0000 http://wordpress.org/?v=2.6.1 By: Robo http://blogs.krimson-news.com/maxh/2008/05/03/280/#comment-1410 Robo Mon, 05 May 2008 17:36:04 +0000 http://blogs.krimson-news.com/maxh/2008/05/03/280/#comment-1410 Good move there on the Yahoo sale, Cowboy. Good move there on the Yahoo sale, Cowboy.

]]> By: zoidberg http://blogs.krimson-news.com/maxh/2008/05/03/280/#comment-1406 zoidberg Sun, 04 May 2008 08:09:23 +0000 http://blogs.krimson-news.com/maxh/2008/05/03/280/#comment-1406 That's it for now, but I suspect it's not the end. People are yapping about them buying AOL now, but I think they'll try to appeal to the Yahoo Shareholders first. Microsoft is facing the beginning of the end of traditional software distribution, and they will desparately need a Google-like portal. That's the bottom line here, not so much revenue from advertisements per se, though that's clearly an important part of the model. So even if it's not Yahoo, it'll have to be something similar, though Yahoo seems the only real contender in this space. That’s it for now, but I suspect it’s not the end.
People are yapping about them buying AOL now, but I think they’ll try to appeal to the Yahoo Shareholders first.

Microsoft is facing the beginning of the end of traditional software distribution, and they will desparately need a Google-like portal. That’s the bottom line here, not so much revenue from advertisements per se, though that’s clearly an important part of the model. So even if it’s not Yahoo, it’ll have to be something similar, though Yahoo seems the only real contender in this space.

]]> By: maxh http://blogs.krimson-news.com/maxh/2008/05/03/280/#comment-1401 maxh Sun, 04 May 2008 00:46:39 +0000 http://blogs.krimson-news.com/maxh/2008/05/03/280/#comment-1401 As of 8:45 pm on Saturday, May 3rd, Microsoft has withdrawn its offer to buy Yahoo. I don't know how much credibility to give to Fox News but they are reporting this at this moment. Just go to www.foxbusiness.com to see the story, complete with a copy of the e-mail from Steve Ballmer to Jerry Yang. As of 8:45 pm on Saturday, May 3rd, Microsoft has withdrawn its offer to buy Yahoo. I don’t know how much credibility to give to Fox News but they are reporting this at this moment. Just go to http://www.foxbusiness.com to see the story, complete with a copy of the e-mail from Steve Ballmer to Jerry Yang.

]]> By: zoidberg http://blogs.krimson-news.com/maxh/2008/05/03/280/#comment-1400 zoidberg Sat, 03 May 2008 20:15:54 +0000 http://blogs.krimson-news.com/maxh/2008/05/03/280/#comment-1400 I think it's going to be very difficult for Microsoft to just walk away from Yahoo. Software distribution is going web/java based, and Microsoft knows it. It also needs a developed Google clone with a brand name for it to really get into the game. On the other hand, Yahoo has been holding out for a deleriously large amount of money, given how mediocre their management has been for these last years. Google's been eating their lunch and the shareholders know it. So look for Microsoft to make an end-run and try a hostile takeover, which I'd bet a number of shareholders would support. At least that's my take, but it's a high-stakes game. I think it’s going to be very difficult for Microsoft to just walk away from Yahoo. Software distribution is going web/java based, and Microsoft knows it. It also needs a developed Google clone with a brand name for it to really get into the game.

On the other hand, Yahoo has been holding out for a deleriously large amount of money, given how mediocre their management has been for these last years. Google’s been eating their lunch and the shareholders know it. So look for Microsoft to make an end-run and try a hostile takeover, which I’d bet a number of shareholders would support.

At least that’s my take, but it’s a high-stakes game.

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