Date: Sat, 2 Feb 2008 14:07:03 -0800 (PST) From: KAYVEN RIESE <kayve@sfsu.edu> To: jerry@syslog.org Cc: chat@freebsd.org, Erich Dollansky <oceanare@pacific.net.sg> Subject: Re: Microsoft buys Yahoo Message-ID: <Pine.SOC.4.64.0802021343410.18173@libra.sfsu.edu> In-Reply-To: <4362.76.20.240.110.1201918749.squirrel@www.stelesys.com> References: <47A30E1D.4030609@pacific.net.sg> <Pine.SOC.4.64.0802011058160.26188@libra.sfsu.edu> <47A3B9A3.9080505@pacific.net.sg> <Pine.SOC.4.64.0802011755351.8976@libra.sfsu.edu> <4362.76.20.240.110.1201918749.squirrel@www.stelesys.com>
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On Fri, 1 Feb 2008, jerry@syslog.org wrote: > I've been through many M&A deals. MS will be able to successfully argue > that the MS+Yahoo! combo does not constitute a monopoly, since: > 1) the share of search of the combined companies does not equal that of > it's competitor, Google (source: > http://searchenginewatch.com/showPage.html?page=3627122) Those numbers are quite different than those presented on the news I saw the other day. Google was up to 62%, and I feel like I remember MSN being doing to 2.9%. Yahoo is harder for me to recall, but 18.9% seems right. My memory is foggy I guess, because I am failing to see how it adds up to 100% this site is more update, and jibes with yours a little better http://www.alleyinsider.com/2008/01/nielsen-google-yahoo-losing-search-share-to-msn-not-a-typo.html heh {:} maybe I mistook 2.9% for 12.9% > 2) The combination of MS and Yahoo! does not preclude any > search/portal/email competitor from entering the market. > > All of this assumes a few things: > 1) Yahoo's shareholders believe the deal represents a good value > 2) Google doesn't start a bidding war for Yahoo that MS can't sustain > The Yahoo! BoD has a responsibility to solicit competetive offers, so who > knows? > > But, assuming that MS is the suitor of choice, we will see MS and Yahoo! > minimizing their market penetration, until they are on the other side of > the close. > > I cannot see the US DoJ blocking this transaction. > > Jerry > http://www.syslog.org > > *----------------------------------------------------------* Kayven Riese, BSCS, MS (Physiology and Biophysics) (415) 902 5513 cellular http://kayve.net Webmaster http://ChessYoga.org *----------------------------------------------------------*
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