Yahoo, eBAY, Microsoft, AOL

Once again, the media is calling for big acquisitions. This time, Merrill Lynch Analyst Justin Post says that Microsoft should acquire Yahoo. On the other hand, there is also speculation about Yahoo buying AOL from Time Warner. John Battelle doesn’t like this option. I said, a year back, that Yahoo and eBAY should merge. Since

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Hello Terry, This is George!

People have started wondering what the hell Terry Semel is up to. Amongst these people, there is a category that has more than idle wondering to do. George Roberts would fall in this category. Oh yes, I’m talking about the low-key, soft-spoken co-founder of KKR, the buyout giant. There’s someone else who says, “Damn! Wish

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Stumbleupon

Some stuff I found on Stumbleupon: (a) Playing with a ball (b) Strange Places (c) Mental health As Om said at the party on Saturday night: “The Web’s most addictive time wasting tool !” And, it is a compliment, since, as you can see, I have wasted some time on it too. Try it, and

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Yahoo’s Woes

Here’s an article from Hollywood Reporter on Yahoo’s woes. I still think Yahoo has some great assets, but it is doing a very poor job of leveraging them. Here are some levers I would focus on, to deliver Yahoo out of the muck: (a) MyYahoo : Tying personalization with the in-house systems of advertisers could

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Investment Thesis: Warren Packard

Here’s an interview with Warren Packard, a General Partner at Draper-Fisher-Jurvetson. DFJ has funded Hotmail, Skype, Overture, Baidu, Interwoven, 411, and many others companies. Typically, they do a LOT of deals, and are less hands-on than many other firms who take on smaller portfolio, with a more active commitment to helping the entrepreneurs. They have

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New York Times: No Need To Wither

There’s a significant amount of speculation that the New York Times will soon be taken private via an LBO deal. PaidContent reports that this is idle chatter. There is also speculation that NYT may shed Boston Globe, which CEO Janet Robinson seems to refute in the Paid Content article. It makes me wonder, however, about

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Jim Cramer: “YHOO Takeover Candidate”

Jim Cramer thinks YHOO is a potential takeover candidate from four potential suitors: Microsoft Corporation (NYSE:MSFT), or even Viacom, Inc. (NYSE:VIA), Comcast Corporation (NASDAQ:CMCSA), or AT&T Inc. (NYSE: T). Read the analysis here. It’s quite entertaining! And more.

Next Wave of Deals

Om Malik discusses what’s next in terms of big Internet deals. Here’s a good addendum from our Forum. I agree, Digg and Photobucket are strong possibilities.