If you haven't been following the latest on the Yahoo front, the company's stock price has plummeted (it's at $21.61 right now, way down from its $29 share price back in February); executives are getting out of town as quickly as possible as a reorganization gets underway; Carl Icahn is exerting unbelievable pressure on Yang; and shareholder confidence in Yahoo is dropping by the minute. In order to save Yahoo and maybe walk away with some cash himself, Yang has no other choice but to strike a deal with Microsoft and walk away from this albatross.
To make matters worse, Microsoft will never offer $33 per share like it once did. And why would it? Yahoo needs Microsoft more than Microsoft needs Yahoo, and with a stock price that can't even hit $22, why should we expect an offer that's much higher.
















Why offer a premium price on a company that is in serious trouble, and the World knows it. Hell they know it.
Sure MS can do a lot with Yahoo and their products, but over paying at this point doesn't make any sense. There is blood in the water, and the big green/blue/yellow/orange shark is circling for the kill. And they should make a killing off this deal.
What was a very generous offer at $33/share, and was basically laughed at by Yahoo should be cut by a third and offered again. If they reject it, walk away completely and wait until you can buy it for next to nothing.
In the normal and sane real world, Yahoo would have and should have taken MS' first offer. It was equitable and fair.
All the Yahoo shareholders that previously screamed YAHOOOOOO! have recently winced YAHOOOO - ooo - ooo
Even now, MS just wants a few select pieces of Yahoo, not really the whole thing. IF they do get it finally I see them getting rid of/selling lots of the parts they don't want/need.
Clearly Yahoo is suffering now that Microsoft has pulled out. Therefore, Microsoft's walking away is a horrible thing, not the other way around.
Better luck next comment
Clearly Yahoo is suffering now that Microsoft has pulled out. Therefore, Microsoft's walking away is a horrible thing, not the other way around.
Better luck next comment
Anyways, that's beside the point. The merger, if it were to happen, would be a terrible thing. Why, you ask? Google is the leader of the search engine. Yahoo is in second place, followed by MSN, etc. If the merger goes through, the business goes to Google, because neither companies get Search like Google. Yahoo needs to be Yahoo, not Microhoo. What Yahoo needs to do is rediscover their image. They need to discover what kind of company they are. Yahoo has so many products all over the place. There is a lack of leadership in the company.
I would just go listen to Twit 148 where Dvorak is right on about this topic. Like Dvorak says, "Let Yahoo be Yahoo."
Clearly Yahoo is suffering now that Microsoft has pulled out. Therefore, Microsoft's walking away is a horrible thing, not the other way around.
Better luck next comment
Anyways, that's beside the point. The merger, if it were to happen, would be a terrible thing. Why, you ask? Google is the leader of the search engine. Yahoo is in second place, followed by MSN, etc. If the merger goes through, the business goes to Google, because neither companies get Search like Google. Yahoo needs to be Yahoo, not Microhoo. What Yahoo needs to do is rediscover their image. They need to discover what kind of company they are. Yahoo has so many products all over the place. There is a lack of leadership in the company.
I would just go listen to Twit 148 where Dvorak is right on about this topic. Like Dvorak says, "Let Yahoo be Yahoo."
Well. That made little to no sense. I'd give you many reasons for this, but it's quite clear by reading just the above comments.
Clearly Yahoo is suffering now that Microsoft has pulled out. Therefore, Microsoft's walking away is a horrible thing, not the other way around.
Better luck next comment
Are you a fanboy, by any chance? Microsoft's creation of an offer to Yahoo, and subsequently withdrawing it, has hurt Yahoo tremendously. It's brought Yahoo's instabilities to light and has created infighting among their board of directors. It's the perfect opportunity for a hostile takeover.
It's not a conspiracy theory because that's a gamble that some business make. Whether that was truly Microsoft's intent or not remains to be seen. Nobody - not I, you, nor any other readers on this site - can say what's going to happen. If Microsoft turns around tomorrow and buys up Yahoo at their current share price it won't make me right, but I'd be inclined to say "I told you so" and perhaps include a "better luck next comment" message, too.
Clearly Yahoo is suffering now that Microsoft has pulled out. Therefore, Microsoft's walking away is a horrible thing, not the other way around.
Better luck next comment
Anyways, that's beside the point. The merger, if it were to happen, would be a terrible thing. Why, you ask? Google is the leader of the search engine. Yahoo is in second place, followed by MSN, etc. If the merger goes through, the business goes to Google, because neither companies get Search like Google. Yahoo needs to be Yahoo, not Microhoo. What Yahoo needs to do is rediscover their image. They need to discover what kind of company they are. Yahoo has so many products all over the place. There is a lack of leadership in the company.
I would just go listen to Twit 148 where Dvorak is right on about this topic. Like Dvorak says, "Let Yahoo be Yahoo."
...Still waiting for you to tell us why it's bad.
http://finance.yahoo.com/echarts?s=YHOO#ch...ource=undefined
It has been at 28 steady for the last few months but it did dive in early February to 19
Stocks go up and down, currently the market in general is down and may well go down further but then it will go back up as it always does. <sarcasm>Google has gone down about $200/share over the last year, perhaps everyone should be screaming for them to sell up too.</sarcasm>
Stocks go up and down, currently the market in general is down and may well go down further but then it will go back up as it always does. <sarcasm>Google has gone down about $200/share over the last year, perhaps everyone should be screaming for them to sell up too.</sarcasm>
Nice try, but I think you should go back to your link and then click on the "cash flow" chart. Then after you see the negative numbers we can talk again.
Back when it was first being debated, I said Microsoft should not counter-offer, and just let Yahoo! drop until Yahoo comes crawling back into Microsofts hands, and will eventually pay less.
Finally.. The take over is happening.
Back when it was first being debated, I said Microsoft should not counter-offer, and just let Yahoo! drop until Yahoo comes crawling back into Microsofts hands, and will eventually pay less.
Finally.. The take over is happening.
What are you getting out of it? You sound a little too happy about it.
Last edited by SLiDeR_pt on 26 Jun 2008 - 23:25
Yahoo! has great ideas, but falls short of really making them killer in the amount of time needed to keep most users.
This is what happened to Yahoo! Photos, isn't it? Then they acquired Flickr. And look at how Yahoo! mail started to get so good--but after AGES. They don't understand the game well enough. MS doesn't really understand the "game" either with its EXTREMELY disorganized home page and pointless copycat services.
People who blog prefer to use other platforms because there is more customization and options. Live Spaces/Yahoo 360, Windows Live Mail/Yahoo Mail, Yahoo Video/MSN Video/TV......gosh, it's just failed attempts one after the other. Will they really be able to go in an get this right if they put their forces and heads together? I don't think so.
Some of the best ideas come out of MS and Y!, I believe, but neither have the ability to follow through on it in a meaningful way. At least Google has crazy ideas and some of them do flounder or fall flat, but they find their gem and stick to it and expound upon it (Search, web history, etc.).
Does MS really believe that it can change Y! for the better? Does Y! really believe that money is all they need and they'll miraculously be better? Is it really just lack of money stifling innovation?? Is this just a ploy for more usership? Users will leave you as soon as you don't innovate, IMO.
Are they really doing that badly in business that they need to be bought? (by microsoft or other corporations)
Are investors only interested in buying/selling of companies to get a quick buck?
Aren't founders proud of their companies? Why do they want to sell their "babies"?
LOL.
Yahoo
Google
Apple
Among many, many others, have all bought smaller companies. Any idea what you're talking about at all?
Portauthority is just ignorant. The reason why Microsoft is purchasing it, isn't because of something superior, they are purchasing it for the Yahoo brand - which is alot more well known than the variety of names Microsofts own internet services has gone through.
Microsoft has the technology, but no brand. Yahoo has a brand, but out of touch when it comes to technology. Atleast under a Yahoo/Microsoft deal, it would not only benefit shareholders, it would also give atleast a degree of job security to the average worker in the trench at Yahoo who has no say in the direction of the company.
I'm afraid you have everything to learn about how capitalism and fiduciary responsibility works. Maybe you are a young person still in school?
Publicly-traded companies answer to their shareholders who expect the company to continually increase holdings (and profits.)
List of acquisitions by Google
Educate yourself. Everybody does it. Microsoft has it's fair share too.
You are just a plain old clueless Microsoft hater. And you probably own a Mac or iPod.
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