Yahoo-Microsoft: Get Ready To Rumble
2008 May 2
Accroding to a report by the Wall Strett Jounral Microsoft may go hostile in its bid for Yahoo Inc. as soon as Friday.
The Wall Street Journal reported early Friday that Microsoft may be preparing to go straight to Yahoo’s shareholders.
An announcement was “likely” to come Friday.
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MSFT just walked. I believe this was the right decision for MSFT and unfortunate for all – not domainers, but all. YHOO stock should tank on Monday. I suspect $20 is about right at best. At that level I would be interested in buying based on future, but definitely not at $30.
As a shareholder of YHOO (500 shares) I am disappointed they did not take this chance to make me “whole” again in my shares, especially with Jerry at the helm.
Only hope for this to salvage over the weekend is for Bill and Susan to work it out with Warren as an intermediary it appears…maybe they can do it in the electronics section at Nebraska Furniture Mart.
Greg
Very bad for domainers.
We will need the ICA more than ever as hearings will be scheduled in congress on this matter.
If Yahoo was allowed to turn its ad business to Google it would leave only 1 source for PPC advertising from both the domainers and advertisers perpective.
Prior to MSFT offer, Yahoo was trading at $20, see no reason for it not to go back to that level tommrow.
However Yahoo may only go to $22-23 as there still might be a premium built in since the market might perceive this move by MSFT as just a negotiating ploy.
I agree. I meant not JUST domainers, but all. This is a bad deal. YHOO best option was MSFT in my eyes and their ad deal with Google will not be good. We spend over $100k a month on AdWords already. No need to “shift” a portion of our Yahoo dollars there as well.
The best move at this point would be to simply send us half of your adswords budget each month
LOL
I am sure we would buy direct nav traffic for more than your AdSense cut. Very interested in discussing. Drop me an email and we can share a couple verticals to test. The biggest problem is that the verticals that make the most PPC revenue for you have irrational (end-users) buyers who blend their ad spend across media versus immediate direct-response which we use.
We are getting ready to test the sendori platform though for buying rather than monetizing.
The “for you” comment was not directed. Just general terms. “For everyone”…
Greg
I understand
We are also looking at the sendori platform to send traffic in
Would be interested in your sendori “test-in” results. We were approved some time back for our domains and never set it up – turns out I signed a 2-yr contact with a parking company (do not want to name, but not a “domain” company) and terms of the agreement leave trouble if the term is not fulfilled. Right now though, I am very interested in being on the other side of this and buying the traffic out for clients. If we learn anything we can share, I will discuss.