Comments on: Is Yahoo Really Worth More Than What Microsoft Offered?

By: Listen to Ballmer: Microsoft Does Want Yahoo - GigaOM

Listen to Ballmer: Microsoft Does Want Yahoo - GigaOM — Thu, 16 Oct 2008 18:46:01 +0000

[...] before Ballmer made his comments, Yahoo’s shares opened at $11.82, way below the $37 a share Yahoo thought it was worth in February. Since then, Yang hasn’t exactly been able to steer the company anywhere — except [...]

By: Yahoo, Google Strike an Ad Pose for Microsoft - GigaOM

Yahoo, Google Strike an Ad Pose for Microsoft - GigaOM — Wed, 09 Apr 2008 21:28:48 +0000

[...] suitors. Its shareholders don’t give it a prayer of a chance, and further more, the company is still as listless as it was six months ago. So what does it do? It goes and sleeps with the [...]

By: For Yahoo, Time Really Is Money - GigaOM

For Yahoo, Time Really Is Money - GigaOM — Mon, 07 Apr 2008 16:28:01 +0000

[...] “at a 24 percent discount to a potential sweetened MSFT $34 offer,” Mahaney writes. We agree with him, more or less. Either way you look at it: A lack of other bidders/options basically leaves Yahoo not only (more [...]

By: Microsoft “Opens” Up, Interoperability New Mantra - GigaOM

Microsoft “Opens” Up, Interoperability New Mantra - GigaOM — Thu, 21 Feb 2008 16:58:48 +0000

[...] – they are worried about EU and Justice Department creating problems when it comes to the pending Yahoo-bid and the Danger-deal. Specifically, Microsoft is implementing four new interoperability principles [...]

By: YDRIVE

YDRIVE — Sat, 16 Feb 2008 11:38:14 +0000

Won’t be surprising to see YHOO marketcap >$60B — before long… with that [leap of?] faith, how much is Yahoo! worth? ;)

By: Sachin Balagopalan

Sachin Balagopalan — Sat, 16 Feb 2008 05:06:11 +0000

Give or take a billion dollars…

http://tinyurl.com/2jjf7t

By: chesspark

chesspark — Thu, 14 Feb 2008 17:38:09 +0000

Agree for the most part.

Hate to see you disparage Bill Miller though... his record speaks for itself.

Fun to watch this play out though... I think MSFT will raise the bid.

By: Thursday links: rolling fireball of worry « Abnormal Returns

Thursday links: rolling fireball of worry « Abnormal Returns — Thu, 14 Feb 2008 17:03:35 +0000

[...] Yahoo! (YHOO) really worth all that much than Microsoft (MSFT) offered? (GigaOM.com, NYTimes.com, Silicon Alley [...]

By: aw3sumpunk

aw3sumpunk — Thu, 14 Feb 2008 15:52:27 +0000

Microsoft ids crap… Linux is way better… and it’s easier to use too!

By: dennis podgorski

dennis podgorski — Thu, 14 Feb 2008 15:48:26 +0000

Read more into the deal, it isn't just about what MS is saying publicly. Don't get me wrong they want the Search component and the Ad component but what everyone is missing is the unseen bonus for MS. They get to buy Yahoo with all the fanfare about Search and Ad and what gets missed is they get to extinguish a competitor. Who you ask Yahoo? No, Zimbra a company Yahoo recently purchased which competes against MS Exchange in SMB as well as Google Apps. Check out Zimbra road map and you will see they have more than Exchange on their minds they are also developing MS Sharepoint competitor as well.

Lastly, I understand a few major shareholders (funds) would like to see this deal happen to pump their lack luster performance as of late but I thought they were suppose to look long term. Yahoo's outlook long term looks very promising if you look at what they are doing overall and where they are taking Yahoo.

By: Om Malik

Om Malik — Thu, 14 Feb 2008 15:15:17 +0000

@ Check,

THe question of being #1 - does it matter? MySpace is #1 in Social Networking and throwing up massive page views, but how much money does it really make?

Same is with Yahoo... how many more ads can they cram in their email service? Thy are already flooding the market with the ads, one of the reasons I switched to another paid service.

By: Om Malik

Om Malik — Thu, 14 Feb 2008 15:13:18 +0000

@Jesse,

Thanks for that comment - clearly the market will be ultimate deciding force. Still, to think that they are worth $40 a share, i can't say why. I hope Microsoft holds the line as well.

By: stone

stone — Thu, 14 Feb 2008 12:57:18 +0000

No. Yahoo doesn’t have a coherent strategy. That’s a fact — I challenge anyone to articulate what it is if you disagree.

By: check

check — Thu, 14 Feb 2008 04:44:06 +0000

Yes, YHOO is worth more than what MSFT offered. Y! is #1 in traffic. They just need to monitize it right.

By: Niyaz PK

Niyaz PK — Thu, 14 Feb 2008 04:01:33 +0000

I am pretty sure that once MSFT get hold of YHOO, we will never hear of it.

By: saran

saran — Thu, 14 Feb 2008 03:44:00 +0000

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.