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Some Perspectives On Microsoft/Yahoo

CRN: Microsoft Bids $44.6 Billion for Yahoo

"While an acquisition of Yahoo would immediately strengthen Microsoft's competitive position against Google, the buyout attempt may not be without peril. Microsoft has often been a magnet for scrutiny by anti-trust regulators."

TechCrunch: Ballmer’s Internal E-Mail Explaining the Yahoo Acquisition

"This year, online advertising is a $40 billion business. It will grow to $80 billion by 2010 and will continue to increase in the years beyond. This market provides a significant growth opportunity for Microsoft—our ability to provide the best search and online experiences for consumers, and the best ad platform for publishers and advertisers, is the key to unlocking this opportunity."

InformationWeek: Steve Ballmer's Letter To The Yahoo Board Of Directors

"Today, the market is increasingly dominated by one player who is consolidating its dominance through acquisition. Together, Microsoft and Yahoo! can offer a credible alternative for consumers, advertisers, and publishers. "

Barry Ritholtz: Microsoft Takeover Bid for Yahoo!

"Mister Softee's biggest cash cows -- Windows and Office -- look shakier than they ever have. There are real competitors for PCs (Apple, Linux) and lots of free or nearly free office software (Open Office, Google Apps). I assume Microsoft is projecting out current trends 5 and 10 years; they might truly believe that if they can't compete in the online search/advertising space, they are in trouble. "

InformationWeek: Ballmer Discusses Yahoo, Google, Integration Challenges

"Asked if a Yahoo purchase would have any effect on moves Microsoft hopes to make in the enterprise market, Ballmer answered simply, 'No.'"

CRN: Microsoft's Yahoo Bid Signals Big Things For SaaS, Developers

"Solution providers that are now engaged in developing solutions on the Microsoft Live platform may get a huge boost in new business. "

InformationWeek: Why Microsoft's Yahoo Bid Helps Google, IBM, And Apple

"Microsoft is at a point where it can ill afford to take its eye off its core products. Yet that's exactly what a merger with Yahoo would do.

IBM, Google, and Apple, and even the Linux camp, must be loving this."


Posted by Joe Caponi at 02:54 PM, February 1, 2008

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By Joe Caponi
Managing Editor, Operations, ChannelWeb

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