Microsoft-Yahoo Talks End

The WSJ is reporting that Microsoft no longer wants to acquire Yahoo!. Shares of Yahoo lost 10%, or $2.63, to $23.52 as of 4 p.m Eastern. It will go down much further. Jerry Yang will be fired soon. The executive exodus will march on, and Kara Swisher is making a career out of reporting on

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Catching Up on Readings: Hydro Alchemy

Since the last catching up list on April 26, you may have accumulated more backlog. What’s with the Yahoo-Microsoft frenzy? Here’s a quick cache of the articles since then that you may want to make sure you read:

Microsoft’s Shopping List

Let Yahoo deal with its mess, Microsoft should go cold turkey on them for a year now, and let Jerry Yang get fired for failing to create shareholder value. A far more interesting question looms on the Microsoft side. What is Microsoft’s Internet strategy going forward?

Microsoft Pulls Yahoo Offer

Microsoft got fed up with Yahoo’s dithering. Yahoo will face tremendous shareholder upheaval for screwing this up. And I don’t think this farce is quite over yet! After this, the Yahoo stock drops. Jerry Yang gets fired as CEO. Microsoft comes back into the game, and buys Yahoo for a lot less. That’s certainly one

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Still Bullish on Shutterfly

Shutterfly (SFLY), the online photo company, recently declared first quarter results. Their revenue for the quarter of $34.3 million missed the market’s views of $34.8 million, even though it was 29% higher over previous year Q1 revenues. Their GAAP net loss at $0.15 per share met market expectations and was higher than GAAP net loss

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Catching Up on Readings: Bootstrap Yourself!

Amidst the ocean of content that is coming at you, readers, I am sure you find yourselves overwhelmed. Here’s a recap of some articles from this site which you may have missed, but may be worth your time:

Deal Radar 2008: Yelp

Yelp is a popular site where users review trendy and not-so-trendy local businesses in their city. Yelp users can write reviews, read reviews, discuss topics and share their opinions and experiences with others on an endless list of topics such as restaurants, stores, hairstylists and real estate brokers. Started in 2004 in San Francisco, the

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Microsoft Inching Closer to Yahoo! Deal

Even though I have been a prolific writer on Yahoo!’s strategy, you have not heard me say much recently about Microsoft’s bid to acquire Yahoo! after the initial analysis, since I have believed that the deal will happen, no matter what. [Microsoft’s Masterful Maneuverings and Yahoo!’s Turnaround Strategy summarizes my position]. Well, Kara Swisher says

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