Microsoft buys Yahoo

[KAYVEN RIESE]

On Fri, 1 Feb 2008, jerry at 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
>
>

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   Kayven Riese, BSCS, MS (Physiology and Biophysics)
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