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short answer: i think it's a horrible idea. it's as bad as the msft+yhoo deal imho.
wee-bit longer answer: there's no value in the deal for shareholders. aapl would get mired in yhoo's mismanagement. aapl is in the midst of its best growth period it's ever had and slowing that down with dead-weight yahoo! would be a very, very bad thing. (because, instead of focusing on innovations within the aapl-realm of competency, resources would be directed to fixing the problems with yahoo!).
besides, what leads you to think that appl isn't already working on ways of getting a piece of the "cloud computing" market? it's a very 'young' market, so aapl has time to develop a strategy to compete with goog and maybe even do so under the radar.
sorry, i just think it's a bad deal for shareholders all around. cheers!
Seems like it might make for an interesting mix.
No matter who Yahoo gets in bed with, it's going to be a bit strange. Apple has a relationship with Google, Yahoo has a relationship with AT&T, Apple has a relationship with AT&T...
But Apple & Yahoo actually makes sense, and would create something more than a mashup of incompatible business models & technologies.
why the hell not ...
I THINK SOME--------------------Day... APPLE interests in YAH0oooooooooooooooo ! but NOW... Apple couldn't too(?).... cause MS failed...
Anyway, Apple has about 19 billion dollars of profit tucked away for a rainy day. Presumably for current and future R&D. Inventing products that are 5 years ahead of the curve takes some mullah.
Microsoft, on the other hand is willing to buy Yahoo for around 40 billion dollars and Yahoo says this undervalues the stock. Basically Jerry Yang doesn't want to be absorbed by the borg.
Do the math, 19 billion ≠ 40+ billion. And even if Apple could afford Yahoo, they wouldn't want to buy it. They're a wait-for-the-dust-to-settle-and-then-innovate kind of company.