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February 05, 2008
YahWho??? Wall Street versus Silicon Valley
I am full of stories I try to use to extend analogies. Like the woman, in a town near me who was a whistleblower about Radon problems in her home town. After years of seeking out the press and claiming that the problem was pervasive in her community. She then complained when she sold her house that the price was depressed.
Silicon Valley is full of people that have stated that the Microsoft’s offer for Yahoo is problematic. Wall Street is listening and its not just depressing Microsoft’s stock price but Google’s as well.
If you look at OpenAds you can see that Silicon Valley knows how to eat its own young. Which is an adage that Intel’s Andy Grove lived by. I have a hard time believing that after all the acquistions made in the Valley, this is the albatros of the industry? Look at Cisco, HP, and Oracle. Now explain to me why this deal is more troublesome then any these folks have made.
Having watched Microsoft redesign themselves twice, (once for Office apps and once for the Internet) I don’t see why the industry believes it can’t swallow Yahoo!. For me, this deal works. And I think the more the nay sayers argue the less value YHOO can claim. And if this deal disappears entirely the price is going to be far less than 18.
Posted by carl at February 5, 2008 04:27 PM