Jeez, will these two just get a room already.
- AJ Kohn
definitely wouldn't be at $33. It hit a new low of $11.37 earlier this morning before Ballmer made public remarks that a Yahoo deal would "make sense" economically.
- Thomas Hawk
I wonder if MSFT would keep Jerry's "everybody wear purple campaign" or if they'd scrap that?
- Thomas Hawk
MSFT has to do something, as their consumer confidence is very low allowing others to take the lead.
- Justin Rasmussen
from Alert Thingy
CNBC: Yahoo shares have lost $20 billion in market cap since negotiations broke down -- down 40% in the last few months. Goldman suggesting, $13, $14 or $15 per share offer. MSFT has a lot more currency to go after Yahoo now -- could do an all cash deal for less than $20 billion.
- Thomas Hawk
Amazing how Yahoo completely miscalculated the macro-environment and how it would impact their business.
- AJ Kohn
CNBC: MSFT has $25 billion in cash, Yahoo's market cap is $18 billion.
- Thomas Hawk
People are mad at the excessive compensation from the Wall Street CEOs that drove their companies into the ground, but Terry Semel, Yahoo's CEO, was the highest paid CEO in America in 2006 and all in fleeced Yahoo shareholders over $500 million during his tenure.
- Thomas Hawk
wikipedia: "Over the past three years Semel sold 18.1 million of his stock options for a gain of $450 million. He maintains another 18.6 million unexercised stock options."
- Thomas Hawk
But does it make sense from a technology prespective?
- Roberto Bonini
Lazard Analyst commenting on the deal: "the reasons MSFT wants them haven't changed, but clearly the economics have changed."
- Thomas Hawk
If Microsoft bought Yahoo! now, they would be blamed for causing this financial crisis just so that MS could buy Yahoo! cheaper...
- Jemm
Jemm, anyone who tried to pin the blame of the entire financial crisis we are in on MSFT so that they could buy YHOO cheaper is obviously not informed enough to have an opinion.
- Aaron Krug
This is an old method re-factored. Its a great idea when you have the right caliber of content.
- Adam Helweh
Justin, it is different for GigaOm to do it, compared to us little people :)
- Rob Diana
Om's on to something, this is a perfect balance to monetizing your content and keeping your community happy. They want to know what you know, that's why they come to your site. But at some point there has to be a great monetization model other than ads. This is where having a velvet rope type of model works, you get a certain amount for free but if you want to dig in you'll have to pay for that. I think it's a fair model.
- Justin Rasmussen
This is a great article that everyone should read, we should take an inventory check and ensure we are working towards these goals. These are real, actionable and better yet attainable!
- Justin Rasmussen