OSNews: http://www.osnews.com/story/19861/Yahoo_Google_Sign_Ad_Deal Exploring the Future of Computing en-us Copyright 2001-2009, David Adams adam+nospam@osnews.com Mon, 06 Jul 2009 18:58:04 GMT http://www.osnews.com/images/osnews.gif OSNews.com http://www.osnews.com ballmer http://osnews.com/thread?318437 http://osnews.com/thread?318437 in somewhat related news, there has been a sharp increase in CFO (Chair Flying Object) reports in Redmond. Fri, 13 Jun 2008 23:05:00 GMT donotreply@osnews.com (martinus) Comments Actually, Yahoo isn't really that valuable... http://osnews.com/thread?318447 http://osnews.com/thread?318447 It's in decline. Both Microsoft and Google know this. But neither wants the other to own it.

What this deal means is that Google is inexorably inching toward anti-trust regulation in the online advertising marketplace. It will take some time, of course, but it's going to happen. Sat, 14 Jun 2008 00:48:00 GMT donotreply@osnews.com (tomcat) Comments One of the worst strategic moves in Internet history? http://osnews.com/thread?318449 http://osnews.com/thread?318449 Seems that lots of folk aren't very impressed with this deal.
For example:
http://www.marketwatch.com/news/story/yahoo-sinks-deeper-options-dw...

"But many analysts were skeptical about what some saw as a desperate move that merely confirmed Yahoo's increasingly weak position, and which nearly everyone agreed will face stiff regulatory scrutiny.

Analyst Jeetil Patel of Deutsche Bank called Yahoo's deal with Google "perhaps one of the worst strategic maneuvers seen in the Internet industry."

"Net-net, we don't understand this deal," Patel told clients in a research note.

It also reinforced the view of critics that Yahoo's board had lost control of the ship, clinging to whatever alternatives it could find.
"Yahoo's board was forced to extract value some other way, and the result was a commercial ad deal with Google announced," analyst Mark May of Needham & Co. told clients in a research note. "This deal diminishes Yahoo's relevance among advertisers and strengthens the hand of a key competitor ... could face regulatory headwinds, and there is uncertainty that the target financial gains can be recognized."

May downgraded Yahoo to hold from buy. " Sat, 14 Jun 2008 01:25:00 GMT donotreply@osnews.com (MollyC) Comments RE: ballmer http://osnews.com/thread?318463 http://osnews.com/thread?318463
in somewhat related news, there has been a sharp increase in CFO (Chair Flying Object) reports in Redmond.


"Chair-like Flying Objects" seems to have a catchier ring to it. I mean, it's not very unknown, mysterious and therefore interesting if you *know* they're chairs flying. But "chair-like" has that nicer out-of-this-world feel to it. It could be a chair being thrown straight out of Ballmer's office... but is it? Could it be a bird? A plane? Some totally unknown object that just happens to look like a chair?

Unless it has a big Windows logo imprinted on the back, we'll never know... Sat, 14 Jun 2008 05:09:00 GMT donotreply@osnews.com (UZ64) Comments Comment by moleskine http://osnews.com/thread?318475 http://osnews.com/thread?318475 If Microsoft really wanted to galvanize the market, they could announce a voluntary break-up. The result would be a group of companies much more nimble at responding to the market and listening to what users really want.

In addition, those who think that, for example, Microsoft Office is doomed or that Microsoft's internet strategy is flawed, would be given an exit. Investors could cash in their stock, or keep stock in the OS part of a new group but decline to buy stock in the Office or online parts of it.

Just my 2 cents, but this would have a much, much bigger impact than anything Microsoft could do in its attempts to out-Google Google. On the other hand, this would also spell the end for Senor Ballmer and his mates, which means it will probably never happen unless imposed by Wall Street. Sat, 14 Jun 2008 09:16:00 GMT donotreply@osnews.com (moleskine) Comments RE[2]: ballmer http://osnews.com/thread?318480 http://osnews.com/thread?318480 haha yeah smashing all their windows no doubt with these chair-like flying objects Sat, 14 Jun 2008 10:59:00 GMT donotreply@osnews.com (liamdawe) Comments Hmmm http://osnews.com/thread?318493 http://osnews.com/thread?318493 I'm no market analyst and was born pretty dumb, but from what I'm reading, it seems like it's a:-

Google-1, Microsoft-0

Sounds good to me!...for the moment... but the evil empire may still try something dirty, though.Edited 2008-06-14 17:31 UTC Sat, 14 Jun 2008 17:29:00 GMT donotreply@osnews.com (gan17) Comments Microsoft http://osnews.com/thread?318499 http://osnews.com/thread?318499 Whine whine whine ;) Sat, 14 Jun 2008 23:07:00 GMT donotreply@osnews.com (Mellin) Comments RE: Actually, Yahoo isn't really that valuable... http://osnews.com/thread?318503 http://osnews.com/thread?318503
It's in decline. Both Microsoft and Google know this. But neither wants the other to own it.

What this deal means is that Google is inexorably inching toward anti-trust regulation in the online advertising marketplace. It will take some time, of course, but it's going to happen.


What would make Anti-Trust issues rise is if Google were in a bidding war for Yahoo, against Microsoft and won out, with Federal approval. Sun, 15 Jun 2008 04:22:00 GMT donotreply@osnews.com (tyrione) Comments RE[2]: Actually, Yahoo isn't really that valuable... http://osnews.com/thread?318656 http://osnews.com/thread?318656
"It's in decline. Both Microsoft and Google know this. But neither wants the other to own it. What this deal means is that Google is inexorably inching toward anti-trust regulation in the online advertising marketplace. It will take some time, of course, but it's going to happen.
What would make Anti-Trust issues rise is if Google were in a bidding war for Yahoo, against Microsoft and won out, with Federal approval. "

Google has close to 80% of the online advertising market. It's already teetering on the brink of anti-trust regulation. It's doing everything that it can to consolidate the market through acquisition (eg. Double-Click, etc) and drive out competitors. I predict that, within the next 3-5 years, Google will hit a wall, will want to continue gobbling up other companies, and the regulators are going to step in. It's just a matter of time. Mon, 16 Jun 2008 19:44:00 GMT donotreply@osnews.com (tomcat) Comments