Comments on: I think MSFT has already won http://www.mathewingram.com/work/2008/02/01/i-think-msft-has-already-won/ ... at the intersection of media, technology, business and the web Fri, 19 Mar 2010 14:46:36 +0000 http://wordpress.org/?v=2.9 hourly 1 By: CSN : CPE SKE News » Blog Archive » รวมข่าว-ความเห็นกรณีไมโครซอฟท์เสนอซื้อยาฮู http://www.mathewingram.com/work/2008/02/01/i-think-msft-has-already-won/comment-page-1/#comment-336931 CSN : CPE SKE News » Blog Archive » รวมข่าว-ความเห็นกรณีไมโครซอฟท์เสนอซื้อยาฮู Mon, 04 Feb 2008 01:36:00 +0000 http://www.mathewingram.com/work/2008/02/01/i-think-msft-has-already-won/#comment-336931 [...] นักวิเคราะห์ฝั่งการเงินหลายคนเปิดเผยข้อมูลว่า มีกองทุน hedge fund อย่างน้อย 2 ราย กำลังจ้องจะซื้อยาฮูอยู่ (ด้วยเหตุผลทางการเงินว่าหุ้นของยาฮูตกเยอะ) และนี่เป็นการบีบให้ไมโครซอฟท์ต้องรีบชิงออกมาประกาศซื้อตัดหน้า (ที่มา 1, 2) [...] [...] นักวิเคราะห์ฝั่งการเงินหลายคนเปิดเผยข้อมูลว่า มีกองทุน hedge fund อย่างน้อย 2 ราย กำลังจ้องจะซื้อยาฮูอยู่ (ด้วยเหตุผลทางการเงินว่าหุ้นของยาฮูตกเยอะ) และนี่เป็นการบีบให้ไมโครซอฟท์ต้องรีบชิงออกมาประกาศซื้อตัดหน้า (ที่มา 1, 2) [...]

]]> By: David Gratton http://www.mathewingram.com/work/2008/02/01/i-think-msft-has-already-won/comment-page-1/#comment-373928 David Gratton Mon, 04 Feb 2008 00:18:22 +0000 http://www.mathewingram.com/work/2008/02/01/i-think-msft-has-already-won/#comment-373928 I think you are right, Mathew. <br><br>Most mergers of this sort actually do not increase shareholder wealth. They are often a sign that management is floundering to define direction. However, I don't believe that is the case with MSFT. They have desperately been trying to build community and Web services (yes for ad revenue, but also for extending their platform). I think it is safe to say that they have not done a very good job at it. So, buying Yahoo! makes a ton of sense in my opinion. It is not a diversion or a company desperately looking to 'jump on board" (hrm .. AOL/TIME).<br><br>Just as Google dropped it's video platform to buy YouTube, MSFT dropping MSN to buy Yahoo makes sense. I think you are right, Mathew.

Most mergers of this sort actually do not increase shareholder wealth. They are often a sign that management is floundering to define direction. However, I don't believe that is the case with MSFT. They have desperately been trying to build community and Web services (yes for ad revenue, but also for extending their platform). I think it is safe to say that they have not done a very good job at it. So, buying Yahoo! makes a ton of sense in my opinion. It is not a diversion or a company desperately looking to 'jump on board” (hrm .. AOL/TIME).

Just as Google dropped it's video platform to buy YouTube, MSFT dropping MSN to buy Yahoo makes sense.

]]> By: David Gratton http://www.mathewingram.com/work/2008/02/01/i-think-msft-has-already-won/comment-page-1/#comment-340186 David Gratton Sun, 03 Feb 2008 19:18:22 +0000 http://www.mathewingram.com/work/2008/02/01/i-think-msft-has-already-won/#comment-340186 I think you are right, Mathew. <br><br>Most mergers of this sort actually do not increase shareholder wealth. They are often a sign that management is floundering to define direction. However, I don't believe that is the case with MSFT. They have desperately been trying to build community and Web services (yes for ad revenue, but also for extending their platform). I think it is safe to say that they have not done a very good job at it. So, buying Yahoo! makes a ton of sense in my opinion. It is not a diversion or a company desperately looking to 'jump on board" (hrm .. AOL/TIME).<br><br>Just as Google dropped it's video platform to buy YouTube, MSFT dropping MSN to buy Yahoo makes sense. I think you are right, Mathew.

Most mergers of this sort actually do not increase shareholder wealth. They are often a sign that management is floundering to define direction. However, I don't believe that is the case with MSFT. They have desperately been trying to build community and Web services (yes for ad revenue, but also for extending their platform). I think it is safe to say that they have not done a very good job at it. So, buying Yahoo! makes a ton of sense in my opinion. It is not a diversion or a company desperately looking to 'jump on board” (hrm .. AOL/TIME).

Just as Google dropped it's video platform to buy YouTube, MSFT dropping MSN to buy Yahoo makes sense.

]]> By: VentureBeat » Roundup: Will Msft-Yahoo hurt start-ups? Nah. http://www.mathewingram.com/work/2008/02/01/i-think-msft-has-already-won/comment-page-1/#comment-336925 VentureBeat » Roundup: Will Msft-Yahoo hurt start-ups? Nah. Sat, 02 Feb 2008 23:57:37 +0000 http://www.mathewingram.com/work/2008/02/01/i-think-msft-has-already-won/#comment-336925 [...] get bids from others, including hedge funds, and possibly from News Corp., though some people (see Mathew Ingram ) suggest Microsoft will still win because they’re willing to pay more of a [...] [...] get bids from others, including hedge funds, and possibly from News Corp., though some people (see Mathew Ingram ) suggest Microsoft will still win because they’re willing to pay more of a [...]

]]> By: TechCrunch Japanese アーカイブ » News Corp.、ヤフー買収に緊急発進 http://www.mathewingram.com/work/2008/02/01/i-think-msft-has-already-won/comment-page-1/#comment-336924 TechCrunch Japanese アーカイブ » News Corp.、ヤフー買収に緊急発進 Sat, 02 Feb 2008 20:42:37 +0000 http://www.mathewingram.com/work/2008/02/01/i-think-msft-has-already-won/#comment-336924 [...] が、それもこれも全て水の泡かもしれない。私もこの件に関してはPaul Kedrosky とMathew Ingramの見方に賛成で、―マイクロソフトは既にこの買収に勝ったのだ。彼らは今回のバリュエーションを表計算だけに頼って出さなかった、ただその1点において既に勝ちは決まったようなものだ。ヘッジファンドにそんな贅沢な真似はできまい。 [...] [...] が、それもこれも全て水の泡かもしれない。私もこの件に関してはPaul Kedrosky とMathew Ingramの見方に賛成で、―マイクロソフトは既にこの買収に勝ったのだ。彼らは今回のバリュエーションを表計算だけに頼って出さなかった、ただその1点において既に勝ちは決まったようなものだ。ヘッジファンドにそんな贅沢な真似はできまい。 [...]

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