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Yahoo

News Corp.-Yahoo: More of a bad idea

If Rupert Murdoch decides to start a bidding war for Yahoo--that's the rumor du jour on Silicon Alley Insider--then we've truly entered the realm of the bizarre.

Not that it can't happen. I've been around this industry too long to underestimate the potential for bad decision making. Ego and daring often trump sound judgment. I won't devote more space revisiting the litany of corporate bungles that were originally hailed as strategic coups by the business elite. You can read my position on the wisdom of a Yahoo-Microsoft combination in my Friday column (click here). … Read more

Yahoo says Microsoft bid review may take time

For those wondering how long Yahoo may take to respond to Microsoft's unsolicited $44.6 billion takeover bid, Yahoo says don't hold your breath.

In a brief FAQ posted to its Web site, Yahoo says it is "undertaking a deliberate review process" and warns it could "take quite a bit of time."

Yahoo said its process "will include evaluating all of the Company's strategic alternatives--including maintaining Yahoo as an independent company."

That could include pursuing bids from other companies, Yahoo said. "That process will take some time, but the Board … Read more

Is Yahoo-Microsoft combo like .Net or LAMP?

In the recording of today's Open Season podcast, Dave Rosenberg likened Microsoft's proposed acquisition of Yahoo to the combination of AOL and Time Warner. A bit brutal, perhaps, but one gets the sneaking suspicion that he may be right.

One big question to be answered in such a merger is whose platform prevails? Microsoft's, of course. But Microsoft's platform (.Net, etc.) may be doing well in the enterprise but it's a complete bust on the Web. Try to think of a single cool startup (besides MindTouch) that is building on .Net? Time's up. There … Read more

Would Microsoft kill Yahoo Music?

One of the first things Microsoft did when launching the new Zune was kill the 2-year-old MSN Music download service.

The business reasons were plain: MSN Music was a PlaysForSure service, but the Zune wasn't PlaysForSure-compatible, and it came with its own music download service, integrated into the Zune software.

Sure, there's still something with the brand name MSN Music, but it's basically a shell--a few music videos, some promotional tie-ins with Zune (through a program called Ignition), and a radio station powered by Pandora.

So what might that mean for Yahoo Music, if Microsoft's proposed acquisition of YahooRead more

Web 2.0 cage match: Microsoft vs. Yahoo

The potential merger of Microsoft and Yahoo will put the two companies' Web apps in internal conflict. In some cases, a Microsoft app might replace a Yahoo app. But in more cases, products from Yahoo, a company built for the online platform, will be the ones to survive. Here are likely outcomes from what would surely become a multiyear internal struggle.

Portals and start pages: Yahoo.com vs. MSN.com

Portal pages like My Yahoo and MSN.com, and their personal page counterparts My Yahoo and My MSN, act as big advertisements to whatever products and media the company wants to push on a given day. Yahoo and MSN will likely keep their distinct brands for a good long time while the underlying platforms and user bases are merged. On the surface, the products themselves are more alike than different. But online content and indexing is Yahoo's main business; it will pick up this battle. Winner: Yahoo.

Search: Search.yahoo.com vs. Live.com

Yahoo, founded on Internet search, has three times the search market share of Microsoft. Microsoft will kill its good-money-after-bad Web search project and move its users over to Yahoo. Winner: Yahoo.

Email: Yahoo Mail vs. Hotmail

I give the nod to the killer development team over at Yahoo, which came over in the OddPost acquisition. While most of those people are now on other Yahoo projects, the OddPost platform is slick and innovative. Microsoft could slowly move its users over. Winner: Yahoo.

Mapping: Yahoo Local Maps vs. Live Search Maps

Microsoft has the pretty bird's eye view and a 3D map viewer plug-in (which is cool but slow on many machines). But Yahoo has a better fundamental mapping product that allows click-and-drag rerouting. Google Maps is still more useful than both. Winner: a merger, hopefully, of Microsoft's features with Yahoo's nicer UI.

Photo sharing. Flickr vs. Live Spaces

Even though I think Flickr is too weird for the real world and that Yahoo should not have killed its straightforward and smooth Yahoo Photos, Microsoft buries its photo site in its blogging platform, Live Spaces. It's a nice tool but the content and the users have hewn to Flickr, due to its community-forward features like group tags and its open API. Winner: Yahoo.

Bookmarking: Delicious vs. Listas

Ever heard of Listas? Exactly. Winner: Yahoo. (Actually, Microsoft has money in Digg, but it doesn't own it.)

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Yahoo's mobile promise

Microsoft's $44.6 billion bid to buy Yahoo is clearly a move to thwart rival Google from taking over the entire Internet, but such a deal also could give Microsoft a huge boost in the mobile market.

It's ridiculous to think that Microsoft would put together a deal of this magnitude for Yahoo's mobile assets alone. There are obviously other more pressing synergies and tie-ups between the companies. But the mobile piece of the story could be a nice added bonus that could pay huge dividends in the future.

Mobile is the next frontier for Internet companies. … Read more

How Microsoft-Yahoo could shape social networking

Social networking is one of the biggest and fastest-evolving phenomena on the Web, and Microsoft's proposed takeover of Yahoo will undoubtedly send it in new directions. More than anything, a MSFT-YHOO acquisition will shake up the debate over just how you can make money off a Facebook or MySpace.com--because they're running out of time to figure that out.

Should the Microsoft-Yahoo acquisition go through, expect them to try to corner the social-network advertising market.

The common wisdom is that neither Microsoft nor Yahoo is a real force in social networking. Both companies own multiple social media properties, … Read more

Congress to examine Microsoft-Yahoo plans on Feb. 8

There's nothing like a proposed multibillion-dollar melding of two high-profile corporations to perk up politicos on Capitol Hill.

Just hours after Microsoft revealed its $44.6 billion bid for Yahoo, Rep. John Conyers (D-Mich.) and Lamar Smith (R-Texas), the chairmen of the U.S. House of Representatives' influential Judiciary Committee, said they're planning a hearing in the House Antitrust Task Force on February 8 to examine "whether this proposed consolidation works to further or undermine the fundamental principles of a competitive Internet." The task force is a subset of the Judiciary Committee. There's no word … Read more

Dot-com pioneers--where are they now?

In light of Friday's announcement that Microsoft has made a bid to buy Yahoo, it's a good opportunity to take a look at some of the pioneering tech companies that made the Web what it is today. Some of them continue to innovate and turn a profit, while others have either died off or been consumed by larger companies.

About.com. After being launched in 1997, Web guide service About.com was picked up by The New York Times company in 2005 for nearly $700 million. About's still kicking, and serving up a large variety of content, both written and video.

AltaVista was one of the first big search engines for the Web. After launching in late 1995, the service gained popularity before parent company Digital Equipment Corporation was sold to Compaq in 1998. It then changed hands three more times to fall under Yahoo's control, who still uses its technology in its Web search.

Amazon.com. Founder Jeff Bezos' 1995 e-marketplace baby survived the dot-com bust and quickly began to turn a profit selling a huge array of products. It's snatched up over a dozen other high-profile sites including the Internet Movie Database, Alexa Internet, and on Thursday Audible.com.

AOL started out as a video games-by-telephone modem service before nearly going under in the early 1980s. It turned into an ISP beginning in the 1990s, and continued to grow massively until competition made the company change its focus to content. It later merged with Time Warner in 2001. The company continues to be known for its instant-messaging service, portal news site, and as an Internet service provider.

Ask Jeeves has been around since 1996 and was formerly known for its cartoon mascot of a smarmy concierge-type who would answer search queries. Jeeves was nixed 10 years later when the company re-branded as Ask.com. Ask continues to compete in the search world, but trails behind the popularity of larger search behemoths like Google and Yahoo.

Buy.com was founded in 1997, and like Amazon.com it began with relatively few types of items for sale before expanding to cover nearly every product in every category. The company went public in 2000, but stock values tanked. Company founder Scott Blum bought back control of Buy.com and took it private, and it continues to sell goods online.… Read more

Microhoo-pla: What is the fate of Microsoft-Yahoo proposal?

The term and concept of Microhoo can be dated back a couple of years now, but it looks to be much more of a reality today than it ever was. Thursday night, Microsoft sent a letter to Yahoo offering $31 per share in cash and stocks. This is more than 50 percent over the worth of the company relative to its Nasdaq trading price this week. The bid by Microsoft to buy Yahoo (it adds up to $44.6 billion) is surely a way for both companies to best do battle against Google, and such a move is ripe with … Read more