Comments on: Microsoft Asks Yahoo To Reconsider Merger Talks: Report http://paidcontent.org/2007/05/04/419-microsoft-asks-yahoo-to-consider-merger-talks-report/ The economics of digital content Wed, 22 May 2013 03:46:21 +0000 hourly 1 http://wordpress.com/ By: Michael Urlocker http://paidcontent.org/2007/05/04/419-microsoft-asks-yahoo-to-consider-merger-talks-report/#comment-49564 Fri, 04 May 2007 19:08:25 +0000 http://paidcontent.wp.gostage.it/2007/05/04/419-microsoft-asks-yahoo-to-consider-merger-talks-report/#comment-49564 Merger activity is often a sign of market disruption… when managers can't deliver the kind of growth that the CEO or the public markets expect, mergers look like a good idea.

We've seen this in newspapers…telecom… and now software.

Here's a video on some of the warning signs of disruption (8:56min)

http://www.ondisruption.com/my_weblog/2007/05/video_capitaliz.html

Mike
http://www.OnDisruption.com

]]> By: Ashkan Karbasfrooshan http://paidcontent.org/2007/05/04/419-microsoft-asks-yahoo-to-consider-merger-talks-report/#comment-49563 Fri, 04 May 2007 18:04:06 +0000 http://paidcontent.wp.gostage.it/2007/05/04/419-microsoft-asks-yahoo-to-consider-merger-talks-report/#comment-49563 I think the most plausible scenario is a spin off of MSN/Live into Yahoo!

I wrote the rationale here, but that would give MSFT 35-45% of the combined entity and leave YHOO independent, sort of.

http://www.watchmojo.com/web/blog/?p=1402

Disclaimer: I own shares in YHOO!

]]> By: Novian http://paidcontent.org/2007/05/04/419-microsoft-asks-yahoo-to-consider-merger-talks-report/#comment-49562 Fri, 04 May 2007 17:55:49 +0000 http://paidcontent.wp.gostage.it/2007/05/04/419-microsoft-asks-yahoo-to-consider-merger-talks-report/#comment-49562 I hope the WSJ is correct. Why do this deal? I understand the pressures of the Google/DoubleClick deal but is Microsoft really the key to Yahoo's success? I really don't think so. Microsoft has demonstrated year after year its inability to execute in this space. Give Panama another quarter to impress. Google's shares have been stagnant. The Street will show some love. Yahoo was doing fine until Terry Semel. Wouldn't a change at the top be in order as opposed to a sale?

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