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It’s probably just pure fantasy, but maybe the Yahoo-Microsoft (NSDQ: MSFT) story is actually over this time (knock on wood). If so it means that the end result of Microsoft’s 4.5 month effort was that its two biggest competitors, Google (NSDQ: GOOG) and Yahoo (NSDQ: YHOO), are now in the same camp. In the meantime, the company convinced everyone that its desperate to buy its way onto the internet, so not a very nice outcome all things considered. So now it’s even more desperate, right? First thing it’ll do is pull out all the stops to prevent Google-Yahoo from happening. It may not have much of a case, but it has nothing to lose by crying bloody murder, so there’s no reason not to try. If it can delay the deal for a few months, that’s counts as a score.
MSFT-AOL?: The only other asset out there that comes close to Yahoo’s size and price is AOL (NYSE: TWX). Everyone is swimming around it, as Jeff Bewkes has said flat out. According to TechTraderDaily, Gabelli & Co. analyst Christopher Marangi is predicting such a deal in a research note this morning, saying: “AOL has its challenges, but no other available Internet asset possesses its breadth or scale… An acquisition of AOL would modestly increase MSFT