From owner-freebsd-chat@FreeBSD.ORG Sat Feb 2 22:07:05 2008 Return-Path: Delivered-To: chat@freebsd.org Received: from mx1.freebsd.org (mx1.freebsd.org [IPv6:2001:4f8:fff6::34]) by hub.freebsd.org (Postfix) with ESMTP id BF5BC16A474 for ; Sat, 2 Feb 2008 22:07:05 +0000 (UTC) (envelope-from kayve@sfsu.edu) Received: from iron1.sfsu.edu (iron1.sfsu.edu [130.212.10.35]) by mx1.freebsd.org (Postfix) with ESMTP id 6CB8413C457 for ; Sat, 2 Feb 2008 22:07:05 +0000 (UTC) (envelope-from kayve@sfsu.edu) X-onepass: IPPSC X-IronPort-Anti-Spam-Filtered: true X-IronPort-Anti-Spam-Result: Ao8CABR4pEeC1Apk/2dsb2JhbACRfpsE Received: from smtp01.sfsu.edu ([130.212.10.100]) by iron1.sfsu.edu with ESMTP; 02 Feb 2008 14:07:05 -0800 Received: from libra.sfsu.edu ([130.212.10.238]) by mail05a.sfsu.edu (Lotus Domino Release 7.0.3HF100) with ESMTP id 2008020214070359-2660 ; Sat, 2 Feb 2008 14:07:03 -0800 Date: Sat, 2 Feb 2008 14:07:03 -0800 (PST) From: KAYVEN RIESE To: jerry@syslog.org In-Reply-To: <4362.76.20.240.110.1201918749.squirrel@www.stelesys.com> Message-ID: References: <47A30E1D.4030609@pacific.net.sg> <47A3B9A3.9080505@pacific.net.sg> <4362.76.20.240.110.1201918749.squirrel@www.stelesys.com> MIME-Version: 1.0 X-MIMETrack: Itemize by SMTP Server on MAIL05a/SERVERS/SFSU(Release 7.0.3HF100 | December 5, 2007) at 02/02/2008 14:07:03, Serialize by Router on SMTP01/SERVERS/SFSU(Release 7.0.3|September 26, 2007) at 02/02/2008 14:07:05, Serialize complete at 02/02/2008 14:07:05 Content-Type: TEXT/PLAIN; charset=US-ASCII; format=flowed Cc: chat@freebsd.org, Erich Dollansky Subject: Re: Microsoft buys Yahoo X-BeenThere: freebsd-chat@freebsd.org X-Mailman-Version: 2.1.5 Precedence: list List-Id: Non technical items related to the community List-Unsubscribe: , List-Archive: List-Post: List-Help: List-Subscribe: , X-List-Received-Date: Sat, 02 Feb 2008 22:07:05 -0000 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 *----------------------------------------------------------*