More on YahooBAY

Yahoo and eBAY move closer. Some suggestions.

JP Morgan Says YahooBAY

If YahooBAY happens, who will be the CEO?

P.S. YahooBay

Few months back I wrote YahooBay. In the last month, eBAY shares have dropped a great deal. The core auctions business is slowing, and under threat from Google. So far, Paypal continues to grow by 30%+, but if Google launches a payment platform, that business will also go through jitters. The stock will definitely tank

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YahooBAY: Epilogue

However, I also believe, that to counter Google’s menacing march towards an unchallenged and unhealthy level of market dominance, a viable alliance could be YahooBAY.

Google vs eBAY or Google vs YahooBAY?

I said once before, that Yahoo should acquire eBay. eBay’s market cap is $52 Billion, whereas Yahoo’s is $50 Billion. It would roughly be a merger of equals, but I believe Yahoo’s future is far more promising than eBay’s. Hence, judging by futures, Yahoo ought to acquire eBay.

YahooBay, not SkypeBay

True, that 157 Million Users need to be further monetized with additional services. But Skype is not the answer. In fact, if I were to put two large scale net properties together, those would be YAHOO & eBAY, making YAHOOBAY a fitting answer to Google’s rising power.

Yahoo! starts beefing up

Between Yahoo and Google, I still like the former, despite the latter’s sky-high stock prices and current halo-effect. Long time back, Microsoft won against IBM and Apple (and many others) with a Fast-Second strategy. Yahoo may not be at the fore-front of innovation anymore, but some of the properties they have – especially My Yahoo! , Yahoo! Groups, and HotJobs – could be interesting leverages, IF they spend the cycles to figure out how to take those to their true potential. Now, with the focus on better technology and usability, they can, if they fix Product Marketing next.

Yahoo! Beats Google in this round

Key Rhetorical Question: Who understands the content game better? Semel or Schmidt?

Monetizing Video content is inherently more difficult than Text because the KeyWord AD phenomenon that has served Google well in the Text-centric search world, will not be as effective in Video. The simple and “algorithm” oriented Text-search paradigm does not work in the Video world. Google’s strength is in algorithms. But as it grows up, algorithms will not suffice.

Key thought-provoking question: What will?