| Author | Message | ||
     Filmbuff Side Hero Username: Filmbuff Post Number: 3374 Registered: 11-2011 Posted From: 117.198.142.10 Rating: N/A |
I know. They used to crop up ever year i was there.. | ||
| Saarang Side Hero Username: Saarang Post Number: 3727 Registered: 06-2012 Posted From: 131.107.147.101 Rating: N/A |
http://allthingsd.com/20100930/could-aol-buy-yahoo-could-new s-corp-takeover-2-0-with-a-little-help-from-the-chinas-aliba ba/ these rumors have been there for many years | ||
| Saarang Side Hero Username: Saarang Post Number: 3708 Registered: 06-2012 Posted From: 71.197.151.52 Rating: N/A |
This is not any other M&A. Most M&A start with the premise of complementary products, synergies etc. It is the most straight forward of them all...they have exactly identical products. Even in terms of technology, the integration is quite straight forward. Content costs will come down. Significant portions of content is generated in house. For example, Yahoo employs most of their writers. Yahoo sports is on par with ESPN for sports content in US. Similary, most of the content in AOL News comes from Huffington post. AOL acquired Huffington Post for 300+ million in 2011. | ||
| Filmbuff Side Hero Username: Filmbuff Post Number: 3367 Registered: 11-2011 Posted From: 182.74.10.130 Rating: N/A |
On paper, all these deals make sense. But the sheer effort in integration is immense, which is where most M&A deals fail (and i have been down that road quite often). If one can realise these benefits from collaboration without expensive deals that is the best path. For instance, the sharing of ad sales platforms which can extend to direct sales (which is already on to some extent), sharing of technology and facilities (like using servers of either partner through the cloud avoiding duplicating data centre costs) etc are all low hanging collaboration areas. Content costs will not come down, many of the big content partner costs are linked to the revenues through a license share (smaller guys get a flat fee). Yahoo! should go and acquire folks like Whatsapp (who are anyway ex-Yahoo) and not waste valuable resources on AOL. | ||
| Saarang Side Hero Username: Saarang Post Number: 3707 Registered: 06-2012 Posted From: 71.197.151.52 Rating: N/A |
It easily makes sense for both companies. That is why this gets tossed around every year. Both portals have virtually identical products: News (politics, sports, finance etc), Mail, Messenger and are in decline. So, by combining they get to keep all the revenue and slash huge chink of their expenses (content generation, advertising sales, technology etc etc). The interim CEO had a deal in place with Microsoft to acquire MSN days before Marissa was hired. I don't think Marissa would consolidate Yahoo with either MSN or AOL. It is only a matter of time before the three (AOL, MSN and Yahoo) portals consolidate. Already they have a deal place that partially ties their ad sales. | ||
| Comedian Username: Reddit Post Number: 1777 Registered: 05-2013 Posted From: 122.175.15.253 Rating: N/A |
okaay More than that, year after year Y! India are the biggest recruiters of IITs & IIMs and have very high attrition rates don't understand that part. Why hire talent when you can't retain them? Can't they go t second tier colleges and hire people who will stick with the company. | ||
| Filmbuff Side Hero Username: Filmbuff Post Number: 3365 Registered: 11-2011 Posted From: 182.74.10.130 Rating: N/A |
I have read those reports...but it will be a disaster for both....two dumbos do not make a genius... | ||
| Mahesh_fan Hero Username: Mahesh_fan Post Number: 11748 Registered: 09-2010 Posted From: 23.31.137.222 Rating: N/A |
yahoo is trying to get rid of yahoo japan.. so they are planning to aquire aol.. to reduce the tax bill ani talk..u never know what will happen ..but april kala close avachu ani talk | ||
| Filmbuff Side Hero Username: Filmbuff Post Number: 3364 Registered: 11-2011 Posted From: 182.74.10.130 Rating: N/A |
Y! had 40% in Alibaba of which they sold 16% back to Alibaba in 2012. They used that proceeds to fund the buybacks and acquisitions. Now they retain 24% (i think). They have around 33% of Y!J which is anyway a listed company. Softbank has a similar stake and the balance is held by the public. Manam frank ga mattadukundam shastry, I can't understand the sheer insanity of having editorial reporting to marketing. Even a ToI-let paper like ToI does not do this. | ||
| Mahesh_fan Hero Username: Mahesh_fan Post Number: 11747 Registered: 09-2010 Posted From: 23.31.137.222 Rating: N/A |
24% holding undhi ali baba lo ... and yahoo japan lo kuda undhi .. adhi soft bank vallaki amesi aol ni aquire cheyali ani planning | ||
| Comedian Username: Reddit Post Number: 1776 Registered: 05-2013 Posted From: 122.175.15.253 Rating: N/A |
Y!is not the majority stock holder in both Alibaba and Y!Japan kadha? Correct me if I'm wrong. | ||
| Filmbuff Side Hero Username: Filmbuff Post Number: 3362 Registered: 11-2011 Posted From: 182.74.10.130 Rating: N/A |
Sorry for Alibaba.. | ||
| Filmbuff Side Hero Username: Filmbuff Post Number: 3360 Registered: 11-2011 Posted From: 182.74.10.130 Rating: N/A |
Buying AOL does not make any sense, of course i would not put it past MM as among the many senseless things she has done. Yahoo has been for years trying to get out of the "media" tag and what will they get by AOL - more of media when AOL has sold whatever technology and patents they have to MS. Since MM joined, the company has not moved one bit on the financials, they have been as bad earlier. She just created the right kind of media hype around all these tiny acquisitions and Tumblr. To use a cliche, this is the year the chickens will come home to roost. Yahoo is just a tracking stock now for AOL. On the financial front and the business front they have become worse i can say under MM. MM has no interest in emerging markets, most CEOs have visited India and other countries outside US soon after joining. MM has not even come to India (not sure if she has even visited Asia). Same with Henrique. This is so shortsighted coming from the fact that almost all of Yahoo!'s value now is from Alibaba and Y! Japan. It is like spitting in the plate which feeds you. Poster design chese vadini cinema direct cheyamanam kadha, that is the perfect analogy for MM. Her professionalism is another big worry, even for the board. I heard that she had a meeting with the Unilever CEO who came over to Sunnyvale and she conveniently did not turn up for quite some time. You don't keep the Unilever CEO waiting, period. Ilanti incidents enno, ennenno... Henrique was a disaster right from the word go. My time overlapped very briefly and did not take much time for me to realise he was a misfit and overpaid. I wonder how MM or the board did not realise that before hiring him. | ||
| Bushu Side Hero Username: Bushu Post Number: 7701 Registered: 04-2009 Posted From: 72.245.144.58 Rating: N/A |
tim kurrodu marissa kindha prasakthey ledhu. buying AOL now would be interesting. while the approach to becoming a media company would get a boost, most of AOL's key patents have been purchased by MS already. the boomer gen will now know yahoo.  I will stir the smooth sands of monotony | ||
| Saarang Side Hero Username: Saarang Post Number: 3704 Registered: 06-2012 Posted From: 131.107.192.143 Rating: N/A |
First dhi makes sense but unlikely with Marissa. Second dhi (Tim Amstrong working for Marissa) inka unlikely. He will leave soon after such an acquistion. | ||
| Mahesh_fan Hero Username: Mahesh_fan Post Number: 11743 Registered: 09-2010 Posted From: 23.31.137.222 Rating: N/A |
aol ni acquire chesthunaru ani talk so coo post akkada ceo ki velthundhi | ||
| Saarang Side Hero Username: Saarang Post Number: 3703 Registered: 06-2012 Posted From: 131.107.165.235 Rating: N/A |
http://www.businessinsider.com/why-marissa-mayer-hired-henri que-de-castro-2014-1 http://upstart.bizjournals.com/entrepreneurs/hot-shots/2014/ 01/17/does-marissa-mayer-know-what-shes-doing.html http://recode.net/2014/01/15/henrique-de-castro-out-at-yahoo /  |
