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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
The Yahoo! Turnaround Formula
Red Herring included the possibility of a buy-out of Yahoo! this year among its top predictions. ‘Business Week’ rated Terry Semel recently as one of the highest paid chief executives with one of the worst returns to shareholders. And yet, I have said it for a long time, that Yahoo! is a superbly underleveraged asset
Should Google Power Yahoo Again?
Here’s a superb post from Rich Skrenta on Google, the third wave of computing, and how Yahoo should go back to its original model of licensing Google’s technology for Search, Adwords and AdSense. Whether or not you agree with that last conclusion, you must read the post. And then, ponder the question on the future
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
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
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
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
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.
