Subscribe to Marketing Jive
 Subscribe to our feed.
Marketing-Jive, formerly SEO-Space, was established in 2006 and since then we have noticed significant increases in both traffic and feed subscribers. If you want to promote your business to thousands of visitors who understand digital marketing, you’ve come to the right place. Sign up and start receiving qualified leads right now. Your ad will be visible on every unique page on our blog.
Glossary of SEO Terms
  • SEO Terms A-C
  • SEO Terms D-F
  • SEO Terms G-I
  • SEO Terms J-L
  • SEO Terms M-O
  • SEO Terms P-S
  • SEO Terms T-V
  • SEO Terms W-Z
  • Enquiro's Online Marketing Glossary
Search Engine Market Share (US)
Organic Search / SEO Tips
More Insight into the Microsoft / Yahoo Saga
Tuesday, April 29, 2008
Well over the weekend, the Microsoft-imposed deadline passed without a deal between Microsoft and Yahoo (as we expected). So where does that leave us now? Well there have been some interesting reports as of late. One of our favorites was from TechCrunch, with their interview with Citi analyst Mark Mahaney on Yahoo/Microsoft/Google. Of particular interest in the TechCrunch piece was:

Key takeaways:

  • Mahaney clearly thinks a Yahoo/Microsoft deal is going to happen, either through a hostile move by Microsoft (40%) or via a negotiated deal (50%).
  • He doesn’t count out the chance for a more permanent Yahoo/Google deal, though. We talk about the various ways Yahoo may be able to get a Google deal past the regulators, particularly via outsourcing only a portion of search ads on a non-exclusive basis.
  • Mahaney maintains his current estimate that Yahoo can increase cash flow in the near term by $1 billion/year by outsourcing search to Google.

The most interesting exchange came at the end, when I steered away from what Mahaney thought would happen, and asked him what he would do if he were Microsoft CEO SteveBallmer: walk from the deal, or go for it aggressively. Mahaney didn’t hesitate in his answer:

Arrington: So if you’re Steve Ballmer, do you walk from this deal or go after it aggressively?

Mahaney: You go after it aggressively. You know what it’s like to see businesses increasingly concentrate on one provider. The longer you wait to attack that provider, the worse your odds. You can’t walk away.

Some great insight from Mark Mahaney. Over at Adotas they posted they million dollar question of the week, "Will Ballmer Make Yang Cry “Uncle?” My favorite quote of the piece is "So what will famously explosive CEO Steve Ballmer do?" Famously explosive, I love it...

Many expect some sort of major development this week, possibly as early as Wednesday.


posted by Jody @ 8:56 AM  
  • At 12:05 PM, Blogger Rob said…

    Personally I'm not looking forward to a Yahoo-MS deal. Both companies historically buy/build companies and tools only to let them plateau without further innovation. Flickr is a good example - it was on the way to being a hugely popular tool full of innovation. But Yahoo bought it and it seemed like the innovation stopped.

    Similarly, MS buys companies and their development seems to stop.

    My feeling is that if MS buys Yahoo then over time Yahoo will cease to exist because it too will fail to innovate. As we know in the current searchscape if you don't innovate you die

Post a Comment
<< Home
Top B2B Blogs   
Invesp landing page optimization
About Me

Name: Jody
Home: Kelowna, BC, Canada
About Me: SEO guy by day, family man 24/7.
Previous Posts
Marketing Jive Vault of Posts
Online Marketing Resources
  • Optimizing for Blended Search
  • Search Engine Guide
  • WebProNews Canada
  • Official Google Blog
  • Yahoo Search Blog
  • Search Engine Watch
  • 100% Organic
  • Global Thoughtz
  • B2B Marketing Blogs
  • Silicon Valley Gateway
  • Guy Kawasaki
  • Church of the Customer Blog
  • Marketo's Big List of B2B Blogs
Blogs We Like
Hockey Fanatic
30-Five: Parenting Tips
Ask.com Blog
Comparison Engines
Matt Cutts

Yahoo Search Blog

Add to Technorati Favorites

Marketing Jive Home


Subscribe | | Advertise | Site Map

Add to GoogleAdd to My Yahoo!Add to BloglinesAdd to NetvibesAdd to Windows Live