17 thoughts on “Yahoo is Friendless On Wall Street”

  1. Om, at the risk of sounding like William Safire I take exception to your characterization of Yang’s blog posting as “emotional”. In my experience the use of the word “emotional” in this context is usually VC Silicon Valley codepeak for “irrational behaviour.” Coupled with the connotation that women are emotional whereas men are rational I have always felt that there is a sexist undertone to the use of the word.

    I think a more appropriate word to use might be “passionate.” Of course “passionate” is often used in the Valley positively especially when a founder is involved.

    So is Yang “passionate”? Undoubtedly. As the co-founder of Yahoo! he probably considers the company his baby. As such he is probably incapable of clearly assessing what is good for third party shareholders as selling the company would be akin to selling his own fleash and blood.

  2. I think $23 was too much for Yahoo. Part of the problem is that if you take two companies that don’t understand the ad space you don’t merge them and suddenly get one that is. If Yahoo understood, Online Advertising they wouldn’t have used Google Ads on their site.

    Microsoft needs to buy several small companies that it can merge into its corporate culture, rather than huge companies that there would be a multi-year pissing match to decide who was in charge of what. Pick some key people build the legos to move forward, and get on with beating Google AA.


  3. OK, Yahoo! has a lot to get done – but if Wall Street analysts were judged by their performance, they’d all be out of a job…

  4. Good comments, except the one from Goldman Sachs. There would have been rather more disarray involved in an attempt to integrate Y with MSFT post-acquisition.

  5. I’m not certain Yahoo! is friendless (anywhere) – you don’t have the most eyeballs, and not have friends.

    The problem is Yahoo’s Wall Street buddies have personal investments in consolidating the advertising industry. They have more money in Microsoft and Google then they have in Yahoo!, and they’re not making as much as they could be as long as the industry remains fragmented.

    In other words, they could invest in Yahoo!, but they’re already heavily invested in Yahoo’s competition, and they will complain and shape the market until the landscape fits their views of reality.

    They should be wining and dining Yahoo!, not leaving them with the check.

    p.s. yes, my first sentence has three negatives 😀

  6. I can’t tell you the last time I actually even went to Yahoo for anything. When I need to find a site, I go to google, when I want to play fake poker, I go to my online poker place, when I want to chat, I turn on aim, when I want to check the classifieds I goto caigslist, and when did I last go to Yahoo? i am not sure.. its been a long time thats for sure.


  7. Why some insist on looking for a partner or Yahoo? Yahoo has more email users than Google, Yahoo messenger more than GTalk, Flikr more than Picasa… Ok Google is much better in ads, and is winning brand recognition compared to Yahoo. But is the war over? Does Pepsi give up because Coke has better share? Aren’t Macs now a real alternative to Windows, even in Windows still commands far far higher market share? Why can’t Yahoo come back on their own? Probably they just need a change in leadership.

    A Microsoft-Yahoo wedding only benefits investors and bankers, but not at all the end-user.


  8. Being bought by MSFT isn’t necessarily the greatest thing for Yhoo share holders – MSFT has been stagnant stock for years and their own product execution hasn’t gone very well in the recent past. I don’t understand Om’s irrational rant against Yhoo. I am a share holder of yhoo and i feel they have a good chance to stick it out on their own. I am an active user of both yahoo and google services – frankly, if google disappears tomorrow, i’d still be functional with yhoo. You can do a search with yhoo and google and see for yourself how much difference there is. For all other features, yahoo does better or equally good than Google, mail, messenger, finance, news, maps..

  9. @Najeeb: Yahoo might still have functional web apps, but I think whether they’re better than Google’s is highly, highly debatable. Gmail and GTalk are gaining leverage by the minute – I have more friends chatting with me on GTalk than I do (or ever did) on Y! Messenger.

    Google Maps is FAR more accurate than Y! Maps. I’ve gotten lost several times using Y! Maps, and I’ve yet to ever been given wrong directions from Google.

    Another thing is, Google’s APIs are far easier to develop on for third-parties. That’s why you see YouTube and Google Maps on the iPhone and not Yahoo’s offerings.

Leave a Reply to Farhan Memon Cancel reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.