Merger mania: Yahoo, eBay, Microsoft, Google ?

Merger mania: Yahoo, eBay, Microsoft, Google ?

Summary: Reuters has a speculative story, based on a JPMorgan Chase report, that major tectonic plate shifting will occur among the major Internet presences. Growth is slowing, competition is getting more fierce, and bulking up and making strategic alliances (at the expense of competitors) is viewed as a way to defend the moat.

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TOPICS: E-Commerce
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Reuters has a speculative story, based on a JPMorgan Chase report, that major tectonic plate shifting will occur among the major Internet presences. Growth is slowing, competition is getting more fierce, and bulking up and making strategic alliances (at the expense of competitors) is viewed as a way to defend the moat. eBay and Yahoo, Microsoft and Yahoo may be revisited, and Google will likely sit it out, according to the report. Last night I had dinner with Andy Abramson, who speculated that Microsoft could hook up with another Seattle-based company, Amazon. Or, how about Microsoft and eBay? AOL and ...? What's your guess about who should or will get in bed with whom?


Topic: E-Commerce

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  • Yahoo rejection of Microsoft

    From a quote by Mr. Semel, Yahoo rejected an overture by Microsoft involving search. He considers search too important a part of the company's strategy to be split off.

    But partnership is not the same as purchase. Search is a volume purchase for advertisers, so the higher market share of a joint venture could be advantageous for both companies while devaluing search for neither.

    That's an example. Just to make the situation more intricate, partnerships should be considered along with mergers.
    That also, by the way, makes AOL a potential player, despite Google's payment of $1 billion, essentially to keep AOL part of Time Warner and retaining their business for Google.
    Anton Philidor
  • What might happen?

    I am a Finance student at Pace University in New York. I like technology alot and I am more or less knowledgeable in the sector. I think there can be many mergers coming soon to build strong alliances but in regards to Microsoft and Ebay I really don't see it. I think this way because what can Microsoft do for Ebay or what can Ebay do for Microsoft this couple is something people shouldn't really even dream of because it will be to risky or better yet I just dont see Microsoft in the same sector Ebay is in. But I am wondering why isn't Apple mentioned in this list of possible Mergers I mean they also need to survive but then again thats really all I have to say about Apple how many more Ipods can they sell. Ebay and Google, there seems to be a possibility there I mean Google is looking for all klinds of competition a merger with Ebay will certainly do them good being that Ebay is onm the top list of Internet selling and Google is on the top list of Internet searching why not incorporate both technologies and expand the business. This might never happen to Microsoft atleast not in the internet selling business I might be underestimating here but I really don't see it and I dont think anyone else would either. Microsoft can definitely still profit if maybe there is a get together with Apple which sounds like a dream but might be possible in the near future.
    Infamousmike9
    • OnlineAuction.com may be a GREAT Option ?

      I have been watching all the players in this race and have noticed a company no one is willing to talk about on the same level for some reason...well NOW they really should! OLA.com (not to be confused with AOL.com) is the newest online auction model having the Big Boys scratching their heads? WHY?

      Because for only $8 a month anyone Senior to Youngster can place an item up online and learn how to market that item successfully.

      Do the Math:
      197,000,000 Users / 2,000,000 Online Sellers on the #1 company's site are coming to OLA.com based on the savings they can enjoy! This is NOT rocket science and the media and Wall Street are watching closely to SEE and HEAR what will happen next!
      -----------------------
      www.MyOLAauctions.us
      Always Use Promo Code 7032 for up to $200 in Sign-Up listing Credit)
      steverene11
  • There is some existing alignment between some players

    We've written about this before. See http://blogs.zdnet.com/BTL/?p=2014

    db
    dberlind
  • NOT Rocket Science and the Media and Wall Street are watching !

    I have been watching all the players in this race and have noticed a company no one is willing to talk about on the same level for some reason...well NOW they really should! OLA.com (not to be confused with AOL.com) is the newest online auction model having the Big Boys scratching their heads? WHY?

    Because for only $8 a month anyone Senior to Youngster can place an item up online and learn how to market that item successfully.

    Do the Math:
    197,000,000 Users / 2,000,000 Online Sellers on the #1 company's site are coming to OLA.com based on the savings they can enjoy! This is NOT rocket science and the media and Wall Street are watching closely to SEE and HEAR what will happen next!
    -----------------------
    www.MyOLAauctions.us
    Always Use Promo Code 7032 for up to $200 in Sign-Up listing Credit)
    steverene11