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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Future of EDA: Addendum

Recently, Gartner fired their EDA research team, part and parcel, with veteran analysts Gary Smith and Daya Nadamuni. Here’s John Cooley’s report on the departure with comments from many industry stalwarts. This takes out the last remaining independent analyst that covered EDA as an industry. There is a problem in EDA. Small $4 Billion market

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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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Yahoo, Think Different!

Yahoo’s Q3 performance comes in at less than satisfactory. As usual, they’re chasing Google’s tail, trying to acquire Facebook, following Google’s example of the YouTube acquisition. Yahoo did something yesterday, however, that I like a lot. They took a 20% stake in RightMedia, an Ad auction marketplace. I would make another move, as follows: acquire

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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.

Saying YES to $1.65 Billion

YouTube said YES to Google. No surprises there. Sequoia strikes again. Mike Moritz plays a perfect game. Again. Moritz leveraged Google with Yahoo, and now he has leveraged YouTube with Google. This time, faster. All the nuances were thought through. Just in case the SEC raises concerns, notice, Moritz is not on the YouTube Board.

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Saying NO to $1.6 Billion

Saying NO to $1.6 Billion has its consequences. YouTube is being courted heavily. Tons of murmers in the blogosphere and even on WSJ, NYT, etc.. The question that YouTube needs to ask itself is whether it can possibly go at it alone? 50 Million users sharing and watching video – that is the basic business

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Microsoft Gets FaceBook

Google got MySpace, but Microsoft gets FaceBook. We know why Microsoft went after FaceBook, but why did FaceBook say yes? Facebook COO Owen Van Natta says that Microsoft’s technology and approach are a better fit because they are newer to online advertising than Google and Yahoo and its technology doesn’t have to be “retrofitted” to

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