Comments on: Understanding Microsoft offer for Yahoo! http://www.unpocodetodo.com/2008/02/03/understanding-microsoft-offer-for-yahoo/ My personal musings about a little of everything Wed, 20 Aug 2008 13:38:40 +0000 http://wordpress.org/?v=2.5 <img class='wavatar' border='' src='http://www.unpocodetodo.com/wp-content/cache/wavatars/22aabf6dc112ab9ca.png' width='80' height='80'>By: Julian Martinez http://www.unpocodetodo.com/2008/02/03/understanding-microsoft-offer-for-yahoo/#comment-77 Julian Martinez Wed, 06 Feb 2008 07:28:35 +0000 http://www.unpocodetodo.com/2008/02/03/understanding-microsoft-offer-for-yahoo/#comment-77 I think that Telefonica should bid for Yahoo too! The Internet/mobile space is the of their future Telefonica's business too and they needs to make the transition from selling voice minutes to value added data products. What's going to happen to the telco business when Google wins the 3G licence and starts making higher ARPUs on data products that Movistar!! Yahoo is very cheap now (in Euros) and Telefonica's 10 year strategy should include getting back into the Internet-mobile business. I think that Telefonica should bid for Yahoo too!

The Internet/mobile space is the of their future Telefonica’s business too and they needs to make the transition from selling voice minutes to value added data products. What’s going to happen to the telco business when Google wins the 3G licence and starts making higher ARPUs on data products that Movistar!!

Yahoo is very cheap now (in Euros) and Telefonica’s 10 year strategy should include getting back into the Internet-mobile business.

]]> <img class='wavatar' border='' src='http://www.unpocodetodo.com/wp-content/cache/wavatars/0b5d35d310f3feccc.png' width='80' height='80'>By: Xavier http://www.unpocodetodo.com/2008/02/03/understanding-microsoft-offer-for-yahoo/#comment-76 Xavier Mon, 04 Feb 2008 10:23:19 +0000 http://www.unpocodetodo.com/2008/02/03/understanding-microsoft-offer-for-yahoo/#comment-76 No wonder Ballmer was predicting that 25% of the company revenue would come from advertising just a few weeks back. http://web-advertising.suite101.com/article.cfm/microsoft_advertising_strategy Also note that when they bought aQuantive for $6b also just a weeks back, the premium was even higher! http://money.cnn.com/2007/05/18/technology/microsoft_aquantive/ No wonder Ballmer was predicting that 25% of the company revenue would come from advertising just a few weeks back.

http://web-advertising.suite101.com/article.cfm/microsoft_advertising_strategy

Also note that when they bought aQuantive for $6b also just a weeks back, the premium was even higher!

http://money.cnn.com/2007/05/18/technology/microsoft_aquantive/

]]> <img class='wavatar' border='' src='http://www.unpocodetodo.com/wp-content/cache/wavatars/d41d8cd98f00b204e.png' width='80' height='80'>By: Facebook » Understanding Microsoft offer for Yahoo! http://www.unpocodetodo.com/2008/02/03/understanding-microsoft-offer-for-yahoo/#comment-75 Facebook » Understanding Microsoft offer for Yahoo! Sun, 03 Feb 2008 13:08:10 +0000 http://www.unpocodetodo.com/2008/02/03/understanding-microsoft-offer-for-yahoo/#comment-75 [...] Baron VC wrote an interesting post today on Understanding Microsoft offer for Yahoo!Here’s a quick excerptSo in my opinion, a great, bold, forward looking move from Microsoft. CD. Technorati tags: Microsoft Yahoo Microhoo. Share on Facebook… [...] […] Baron VC wrote an interesting post today on Understanding Microsoft offer for Yahoo!Here’s a quick excerptSo in my opinion, a great, bold, forward looking move from Microsoft. CD. Technorati tags: Microsoft Yahoo Microhoo. Share on Facebook… […]

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