Profile: Brian Eastwood
Here’s the latest entry in what promises to be a lengthy series on the Microsoft-Yahoo megastory.
- IDC thinks the Microsoft-Yahoo deal could work, since the “audience reach” for the combined entity could rival Google’s reach. Microsoft’s recent acquisition of FAST, a Norwegian enterprise search firm, sweetens the deal, the report’s 14 authors indicate. (InternetNews.com)
- John Dvorak has analyzed the product offerings of Google vs. Microsoft-Yahoo and doesn’t see a whole lot of benefit for the latter. Google owns, literally or figuratively, video, email and groups, after all. Tim Bajarin, on the other hand, thinks a cloud operating system is the key to a Microsoft-Yahoo partnership, especially since so much attention, regulatory and otherwise, has focused on search, search, search. (PC Magazine for both)
- Since proposing the deal, Microsoft’s market value has dropped close to $40 billion. Long story short, this means Microsoft may have to pay more for Yahoo — perhaps as much as $35 a share, or $4 a share that Microsoft originally proposed. (CNET News.com and NewsFactor Network, respectively)
- A well-performing Japanese mobile carrier named Softbank is chatting with Yahoo about its options. Softbank owns 3.9% of Yahoo and about 40% of Yahoo Japan. (NewsFactor Network)
- The first US Congressional hearing on Microsoft’s bid for Yahoo has been postponed, thanks to scheduling conflicts. No new date for the House of Representatives Judiciary Committee’s antitrust task force hearing has been announced. Two other hearings, one in the House and one in the Senate, are on tap as well. (CNET News.com)
That’s it for now.