Date: Mon, 4 Feb 2008 17:48:32 -0800 (PST) From: KAYVEN RIESE <kayve@sfsu.edu> To: Brett Glass <brett@lariat.net> Cc: chat@freebsd.org, Erich Dollansky <oceanare@pacific.net.sg> Subject: Re: Microsoft buys Yahoo Message-ID: <Pine.SOC.4.64.0802041747120.1161@libra.sfsu.edu> In-Reply-To: <Pine.SOC.4.64.0802021430170.18881@libra.sfsu.edu> References: <47A30E1D.4030609@pacific.net.sg> <Pine.SOC.4.64.0802011058160.26188@libra.sfsu.edu> <47A3B9A3.9080505@pacific.net.sg> <Pine.SOC.4.64.0802011755351.8976@libra.sfsu.edu> <4362.76.20.240.110.1201918749.squirrel@www.stelesys.com> <200802020333.UAA03117@lariat.net> <Pine.SOC.4.64.0802021430170.18881@libra.sfsu.edu>
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On Sat, 2 Feb 2008, KAYVEN RIESE wrote: > On Fri, 1 Feb 2008, Brett Glass wrote: >> At 07:19 PM 2/1/2008, jerry@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) >>> 2) The combination of MS and Yahoo! does not preclude any >>> search/portal/email competitor from entering the market. >> >> Anyone who thinks it doesn't constitute a monopoly hasn't looked at the >> typical user's browser window. Every Windows PC sold today comes with >> MSN as the start page and the Yahoo! toolbar (which claims to remove >> spyware, but spies on you itself and refuses to be removed) pre-installed. >> >> Combining the two will hold the average user, who doesn't even know >> how to change the browser start page and can't tell the Yahoo toolbar >> from the URL bar, completely hostage. > > The news called it "antitrust ISSUES," which is interesting. Obviously, Katie Couric just told me that Google is filing briefs in argument that a Yahoo buyout by Microsoft violates SOME sort of antitrust issues. > IMHO, Google's 59-62% (I am still betting they got this 3% boost since Dec. > 2007) search market is clear counterindication to TOTAL > monopoly, but nonetheless, depending on how one defines the "market," > there is some concern. I think, though, that the obvious trend will > be further marriages of broadcast media (2009 mandate of digital > television signals as one indicator) and internet/computing sector > corporations such as the past merger of AOL/Time Warner. Therefore, > I guess I would tend to agree that antitrust SEEMS unlikely (but I > must acknowledge total ignorance of actual legal technicalities > on the matter and lack of J.D.). > > On Charlie Rose last night they were discussing the matter, and it > seems the BIG question is whether Yahoo will acquiesce to the takeover. > To do so would cut against the culture war of Redmond and Silicon > Valley. > >>> All of this assumes a few things: >>> 1) Yahoo's shareholders believe the deal represents a good value >> >> Ironically, it's Microsoft shareholders who think it's a bad deal. >> Microsoft's stock dropped like a rock when the offer was announced, >> while Yahoo! stock went up. > > Isn't that normal stock behaviors for takeover? > >> --Brett Glass > > *----------------------------------------------------------* > Kayven Riese, BSCS, MS (Physiology and Biophysics) > (415) 902 5513 cellular > http://kayve.net > Webmaster http://ChessYoga.org > *----------------------------------------------------------* > _______________________________________________ > freebsd-chat@freebsd.org mailing list > http://lists.freebsd.org/mailman/listinfo/freebsd-chat > To unsubscribe, send any mail to "freebsd-chat-unsubscribe@freebsd.org" > *----------------------------------------------------------* Kayven Riese, BSCS, MS (Physiology and Biophysics) (415) 902 5513 cellular http://kayve.net Webmaster http://ChessYoga.org *----------------------------------------------------------*
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