[quote=TheBreeze][quote=patientlywaiting]
Microsoft is no longer buying Yahoo! for a reason. I’m betting that Microsoft will end up with Yahoo! at a very steep discount in the depth of the recession.
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It wouldn’t surprise me if Microsoft just decided to wait until Yahoo! declares bankruptcy and then just buy the parts they want.
[img_assist|nid=9570|title=Buy ’em out boys!|desc=|link=node|align=left|width=200|height=150]
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HA ha…Yeah right. Why would that happen now? Most of Yahoo’s search talent had already left long gone.
QiLu(the brain behind monetization) I believe went to microsoft…Definitely not part of yahoo after yahoo announced a partnership with google in outsourced search (along with some other search top talent..all were like thinking “if you’re gonna outsource search, WTF am I going to do?)
The joke use to be the remaining people were B+ team (with the exception of some hi rated search talent). Then the joke use to be the remaining people were the C+ team. I think some are saying what now the remains at Yahoo is D– team. Why Microsoft would pay for a D– team is beyond me, except perhaps the brand name….Well, when your brand becomes the ultimate punchline for botched business strategy that backfired, even worse than *AOL*, i dunno, that doesn’t seem like a brand name worth buying….not to mention, I’m not sure if they ever got rid of the poison pill clause in case of hostile takeover, which means no one is gonna be touching this company. Icahn made the biggest mistake investing in this company, he had no clue on technology.
Jerry Yang, on the other hand, totally botched this up. What the heck did he accomplish? Let’s summarize
1) Microsoft offers $30/share for yahoo
2) Jerry and crew declines, wants more
3) Microsoft offers $34/share for yahoo
3) Jerry and crew declines, wants more
4) Yahoo sleeps with Google and announces a partnership. Jerry and crew give each other a hi-5 in a board meeting over the deal
5) Microsoft balks and backs out
6) Stock tanks some
7) Mass exodus from Yahoo search, as Google partnership ==> WTF are search talent now going to do.
7) Anti-trust regulation concerns issues are brought up
8) Stock tanks some more
9) Qi leaves for Microsoft, along with other top talent
10)Stock tanks some more
11)Google announces that it’s no longer pursuing a partnership with Yahoo on search
12)Stock tanks some more
13)Yahoo and Jerry then say, “Microsoft, please buy me”
14)Microsoft, having already acquired talent from Yahoo, says, “yeah right. Why, we have all your top people, we don’t want your D– people)
15)Yahoo stock tanks some more
I won’t even mention the other mass exodus of the “founders” of other companies that Yahoo acquired, including Flicker.
End result. A stock that started in the $18-20, went as high as $33 and then is now down to $12 and change. Brilliant… This was no-brainer short sell after the microsoft announcement, if you had any clue into how arrogant yahoo “bleeding purple” personalities were.
To yahoo’s credit, it does treat it’s enginerds pretty well. They haven’t shutdown both offices in San Diego yet, even in this economic environment.
