Marketing Pilgrim - Latest Comments in Yahoo and Apple Merger?

Re: Yahoo and Apple Merger?

Carl Starrett — Tue, 18 Nov 2008 19:56:06 -0000

I've been reading rumors on TechCrunch that Apple wants to get into search. It also seems to me that Steve Jobs is everything that Jerry Yang is not in terms of a corporate visionary with experience to turn around a company. It would also seem to me that Yahoo's engineers could help Apple fix the problems with Mobleme for the iPhone. With Yahoo trading around $10 a share, now might be a good time for Apple to move in.

Re: Yahoo and Apple Merger?

Doug — Thu, 28 Feb 2008 15:08:42 -0000

The reason Apple is not going to buy Yahoo is because it's not a good deal. Yahoo is failing in it's choosen market, so why would anyone want to buy it. Microsoft is just looking for a band aid because their stock is plummeting too.

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.

Re: Yahoo and Apple Merger?

monmonja — Mon, 18 Feb 2008 13:27:30 -0000

Its because Steve Jobs is smart enough not be in this business. I remember in his speech with Bill Gates, he said he rather build partnership with established business then build/acquire/compete with one. And yahoo no matter whom acquire them cannot give the search to google for the reason that google has monopoly on this one. It will dumb for apple to acquire yahoo coz apple remains to be a hardware company just build with software. All the apple stuff had to have apple hardware and yahoo is not hardware material.

Re: Yahoo and Apple Merger?

wright~ — Wed, 13 Feb 2008 09:35:49 -0000

I THought about that...

I THINK SOME--------------------Day... APPLE interests in YAH0oooooooooooooooo ! but NOW... Apple couldn't too(?).... cause MS failed...

Re: Yahoo and Apple Merger?

asturneresquire — Wed, 13 Feb 2008 06:43:45 -0000

Apple's market cap could easily accomodate absorbing a Yahoo! bid ... :)

why the hell not ...

Re: Yahoo and Apple Merger?

Dan Thies — Tue, 12 Feb 2008 17:08:00 -0000

Andy, I've been asking the same question.

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.

Re: Yahoo and Apple Merger?

Steven Bradley — Tue, 12 Feb 2008 13:55:35 -0000

Andy I've been wondering if Apple will get involved too. I saw them mentioned right away after Microsoft made their initial offer.

Seems like it might make for an interesting mix.

Re: Yahoo and Apple Merger?

Andy Beal — Tue, 12 Feb 2008 08:40:47 -0000

@Zen - that might be too much of a power struggle between management.

Re: Yahoo and Apple Merger?

Zen — Tue, 12 Feb 2008 06:05:46 -0000

What about a Google and Apple merger?

Re: Yahoo and Apple Merger?

Jason — Mon, 11 Feb 2008 23:29:40 -0000

Please God, make this happen! I would love to see it go through.

Re: Yahoo and Apple Merger?

Andy Beal — Mon, 11 Feb 2008 19:29:36 -0000

@messels - thanks for your thoughts

Re: Yahoo and Apple Merger?

messels — Mon, 11 Feb 2008 17:40:27 -0000

honestly?
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!

Re: Yahoo and Apple Merger?

Jackie Shervington — Mon, 11 Feb 2008 17:22:19 -0000

Now that shows some lateral thinking! I like

Re: Yahoo and Apple Merger?

Favorite Browser — Mon, 11 Feb 2008 13:57:10 -0000

Yeah... Yahoo should merge with web site and/or company, mine as well.

Re: Yahoo and Apple Merger?

Mike Doeff — Mon, 11 Feb 2008 10:43:46 -0000

I've always thought that Apple should partner with content providers. A Yahoo/Apple merger would result in a more limited content offering in devices such as the iPhone - e.g. the mapping application would probably change from Google to Yahoo!. The two companies that I think Apple should acquire are TiVo and Sonos.

Re: Yahoo and Apple Merger?

Futon-Matt — Mon, 11 Feb 2008 10:33:12 -0000

Thats an interesting idea. I've never though about that before.