Microsoft/Yahoo! Merger a Good Idea?
NorbMan writes "Last month there was speculation about Microsoft's interest in joining forces with Yahoo! to battle Google. Today, a Merrill Lynch analyst recommended a Yahoo! takeover by Microsoft. From the article: "A Yahoo/MSN-Microsoft combination would have garnered approximately 41% share in the US of search queries [in April] versus Google with 44%.""
Theoretically, the combined user-base would surpass Google. But many users like me, never visit MSN / Yahoo after acquiring a Google identity (gmail).
The combined HPaq is still below Dell, although prior to the merger, the combn. was much bigger.
If you keep throwing chairs, one day you'll break windows....
Somehow, I think that the moment yahoo joins (msn eats it up) with microsoft, mysteriously half the 41% will move to google or another different engine.
Is not numbers we are talking here, is not even efficiency. IT's TRUST.
I don't think that a merger like that would result in a name change.
Microsoft merging with Yahoo! is like me merging with pizza. It ends up with a slightly larger me.
LL
Ok, these 'market analysts' look at spreadsheets of market shares, etc. Look at the technology under the hood: Microsoft uses all Windows products. Yahoo uses BSD and PHP as their environment. I'm sure Gates and company would LOVE to be running such a large, critical portion of their business on OSS! Or throw all Yahoo's code away and re-write in .NET? Right!! From a platform point of view, anybody who thinks about this for more than 30 seconds will see that this is a non-starter. Nothing here. Move along.
First, Google's capitalization is higher than Yahoo's (they are more expensive).
Second, remember when AOL bought Netscape? Something like 40% of their workforce quit the next day. If MS buys Google, the google brain trust (which is were all the value is) hits the door immediately.
They'd have 41% for about 10 seconds until users began migrating. There's no way Yahoo could fit comfortably into the MS spectrum of products. The real stickiness for Yahoo isn't search, it's webmail and the other services that get people using it as a portal. They search at Yahoo because its already loaded up in their browser. None of those services are something that MS wants to maintain -- there's way too much friction with MS's existing products. So they either kill it all off or force users toward Live et al, which is not what those users wanted, not the least reason being MS has a negative reputation in this space.
Poisoning all of Yahoo's services doesn't gain you any marketshare in search. Maybe a few percent as collateral damage, but nothing like what's being predicted here.
Our intelligent designer has never created an animal that we couldn't improve by strapping a bomb to it.
Why is it assumed that all the people that currently use yahoo will instantly start using the new MSN search? You can't buy search marketshare. It don't work like that.
People who think they know everything really piss off those of us that actually do.
See the stagnation of Home Depot / Lowes for an example of what else can go wrong. Two entrenched players does not make a competitive market.
I dub thee... Sir Phobos, Knight of Mars, Beater of Ass.
The technology under the hood is totally irrelevant from a business profitability point of view. Hotmail did not run on Windows at first either. Over time, Microsoft ported it over. ... It might take five years, but who cares?
I can smell the money burning when I hear stupid shit like that. The arrogance is stunning. Have you seen the contradiction in your thinking from the above parsing yet?
Who cares? The customer cares, you idiots! They are not going to hang around for five years worth of buggy service. That's Microsoft, though, their precious marketing image is always more important to them than actual service or .... the customer. Yahoo appropriately stands for "You Always Have Other Options."
Friends don't help friends install M$ junk.