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

Read Full Article »

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

Read Full Article »

Google Keeps Rising

I once went to a keynote address by Tom Siebel, where he described the secret of Siebel’s success through the nineties. One thing he had said that stuck with me: “We kept on executing meticulously, quarter after quarter after quarter, while our competitors faltered and failed. In one word, the secret of our success was

Read Full Article »

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

Read Full Article »

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.

Yahoo Opens Wallet For India

Yahoo will co-invest with Canaan Partners in an Indian Matrimonial site, Bharatmatrimony.com. This is, likely, indicative of a trend that Yahoo will take a stake in each promising segment of the Indian Consumer Internet industry (Travel, Jobs), as well as in the emerging web and mobile content industry. For an overview of the deals done

Read Full Article »

Yahoo + Newspapers

Read about Yahoo’s discussions with Newspapers, an industry reeling from the invasion of new media. The most important dimension to watch in this set of dialogs is Local, whether that is Local News, Local Search, Local Services, Local Networking … The newspapers have a good handle on the Local dimension, much more so than Yahoo

Read Full Article »

Yahoo Needs To Open APIs

Next generation online advertising : some recommendations.