Analysis: Yahoo seek and cooperation of 8 big companies hold back Microsoft to buy

February 26, 2008

Beijing time on Feburary 24 message, according to foreign media coverage, buy to hold back those who come from Microsoft, the co-worker of Yahoo seek may have 8 big companies, they are group of EBay, apple, Yamaxun, AT&T, Comcast, news, Gu Ge and AOL respectively.

The person that these potential contest buy Yahoo may have can claim, the service that conformity enters Yahoo and ad business will be strategic advisability choice, their some has been the same as besides Yahoo established relationship of Internet advertisement collaboration. Nevertheless, the person that predict to be bought without a contest can surpass Microsoft finally, because the quote of Microsoft has appeal too, the collaboration of the person that Yahoo is bought with these potential contest is essential cannot with Microsoft buy offer to compare the United States.

　　 The network auctions leading sheep EBay

EBay of network auction leading sheep was the same as Yahoo to sign 2006 old period cooperative agreement, main content is involved search and advertisement, online pay and phone function.

Jackson negotiable securities (favour of Lai of Jackson Securities) analyst cloth - Bo Lan (Brian Bolan) expresses, buy Yahoo to be beneficial to EBay, this will search what the auction of EBay is the same as Yahoo the technology undertakes conformity. He still says, the fare that buys Yahoo to still can bring Internet to search advertisement to go up to EBay is managing, the Skype user that can serve the email of Yahoo and instant information business user and EBay is amalgamative.

In addition the analyst still thinks, him EBay is faced with heavy brace up its challenge that auctions website business, this company announced new presiding apparitor at present. If can buy Yahoo, EBay general must raise debt in order to raise higher contest price, this kind of circumstance happens basically unlikelily.

　　 IPhone produces business apple

An analyst thinks, because Yahoo wants to keep independent unlikely perhaps, the apple perhaps is ” of its “ natural home. Research firm OC&C Strategy Consultants is in charge of division forest - Taylor (Colin Tyler) express: “ Yahoo pays attention to control consumer experience, the likelihood means them to will fall finally into malic bosom. ”

A few analysts say, if apple and Yahoo are reached,trade, the center will fall in Yahoo to offer shift application to go up for IPhone. Apple and Google had established cooperative relationship, offer to IPhone user a series of shift application, include to arrive from the map email. But, analyst of Global Equities Research of market research firm Telipu - Qiao Deli (Trip Chowdhry) expresses, such agreement won’t produce more battalion to close to Yahoo, because of “ two any high high school students perhaps can be thought up very the shift application of cruel. ”

The other property that buys Yahoo is more impossible even, because profit great majority of the apple comes from trendy electron product, and the apple is presiding apparitor Steve - Qiaobusi (Steve Jobs) and the Internet service such as the email that did not express pair of Yahoo, search, information and advertisement is interested, and the strong place that the service that is based on Internet is Yahoo.

　　 Network shopkeeper Yamaxun

Accordingly, qiao Deli changed guessed view to network shopkeeper Yamaxun. Establish relationship of an allied collaboration with respect to both sides, yamaxun may have spread out to negotiate with Yahoo. Thereby, the circumstances that Yahoo will shut it not the business of electronic business affairs of beautiful perhaps merges into his Yamaxun. This and it shuts network music to serve business practice same, yahoo closed its network music business recently, the Rhapsody that its user move gave RealNetworks the company serves platform.

Qiao Deli thinks, later, two companies may object EBay together, and Yamaxun is likely benefit from benefit from its website merges into Yahoo search and advertisement function. Yahoo official rejects buy to judge to this, the official also does not have Yamaxun to publish a comment to this.

AT&T of communication operation business and Comcast

Yahoo had established agreement of indication advertisement cooperation with communication company AT&T and Comcast, these two companies also saw Tong Yahu establishs the value that place of close cooperation relation produces.

According to a component of the cooperative agreement content that both sides reachs, AT&T client can use Yahoo search on their mobile telephone and computer, and it and Yahoo had agreed to share income. Be the same as the cooperative agreement that Comcast reachs according to Yahoo, yahoo sells on Comcast network portal video is mixed indication advertisement.

As a result of above tentative idea or speculation, an analyst that is not willing to disclose a full name expresses: “Comcast been marchinging in a large-scale all sorts of Internet serve, because this is likely,Yahoo of benefit from benefit from delivers the infiltration with the broadband to communication, content. Luo Bu of analyst of American Technology Research of firm of ” market research - Sang Desen (Rob Sanderson) also assist herewith opinion, namely Comcast may be the person that a when buy Yahoo potential contest is bought.

Sang Desen says: People still remembers “ , comcast is in the portion ever put forward to buy Woerte with 66 billion dollar in Feburary 2004 - Disney (Walt Disney Co) , although buy place to be shown,cooperate with the advantage is not quite immediate, it puts forward at that time buy quote tower above Disney share price 20% . ”

Group of media magnate news

Message personage discloses and press says, since Microsoft since offerring at announcing to buy Yahoo on Feburary 1, yahoo had been held with 3 potential partners at least negotiate, these 3 potential partners are the AOL below news group, Google and times Hua Naqi.

Besides news group, the person that these potential contest buy above has actual strength to be able to add the quote photograph of the stock to contend with Microsoft cash without which. The quoted price that Microsoft announced on Feburary 1 is with 31 dollars every buy Yahoo, this quote and before today price of Yahoo stock closing quotation compares excessive price 62% .

According to the report, the main content that Yahoo negotiates with news group is, news group issues the standard ” of “ Fox interactive media (main asset is MySpace, still include IGN, Scout Media, Photobucket, Fox Sports, AmericanIdol.com, Flektor and Ksolo, the investment that still has pair of Hulu, Simply Hired and Snocap in addition) , merge into Yahoo. In addition, news group returns the private capital firm with same not famous home to add up to to Yahoo infuse cash. Final, news group hold Yahoo the share of 20% , and also be Yahoo a the largest stockholder, form to Yahoo thereby accuse.

But, sanford C. Bernstein analyst Geoffrey - Lin Desai (Jeffrey Lindsay) express: “ besides choice Microsoft, any choices can produce Yahoo other serious consequence. When other of seek of Yahoo high level chooses to had been been late already, they basically had taken a dead space. ” analyst says, choice such as undertakes with news group interest of may long-term to Yahoo strategy has profit cooperative, won’t bring elephantine Microsoft to Yahoo partner instantly nevertheless 31 dollars are bought every offer in that way redound.

Additional, if Microsoft recalls,buy offer, predicting Yahoo share price will drop. Buy in Microsoft offer to announce before today, price of Yahoo stock closing quotation has 20 dollars only. Jordan of RBC Capital analyst - Lu Han (Jordan Rohan) express: The Moduoke that “ imagines news group very hard has sufficient the quote that bought cash reserve in a bank will come to to put forward to let Yahoo partner be interested. ”

Search engine overlord Google

Additional, yahoo still tries to establish cooperative relationship with competitor Google, give Gu Ge the package outside searching advertising Wu. Because Google Yahoo is the whole world respectively the first with the 2nd big search engine serves a supplier, the whole world will be had to search the market after two companies are amalgamative the portion of 80% . Although this action will squelch effectively of Microsoft buy deed, but can cause the antitrust problem with superintendency severe orgnaization to examine however, also can cause shareholder at the same time the concern of long-term to Yahoo value.

According to such trading, yahoo will let Google provide advertisement service on its search page, receive cent in order to get a run that produces to become. Such trading that also attracted wall street a lot of attentions that study Yahoo analyst, because of the Yahoo of prep above of search market share of Google, and it succeeds from what this market makes money sexual aspect is far strong also Yu Yahu. Google and Yahoo are commonly estimate pair of advertiser collection cost according to searching advertising to click. The bag outside searching advertising Wu to Yahoo general gives Google, microsoft has submitted to the market forestall problem that processing of governmental superintendency orgnaization produces from this.

Banner of times China accept issues AOL

Also the report says, the AOL below banner of times China accept very have fun at Tong Yahu builds collaboration to concern. If Yahoo hopes to keep independent truly, cooperate with AOL not insignificant also. Yahoo can expand its search business AOL, latter is the whole world before the visit is measured 5 strong one of. Bilateral collaboration will make share of Yahoo search market from now 20% climb litre to 30% . But this portion still under Google, the search market share of Google is 55% .

Build cooperative agreement to won’t push share of Yahoo search market to the first position with AOL, but it can make a strong search market the 2nd position, this stops the run that increases Yahoo, and the likelihood raises the market prise of Yahoo company. AOL also is built between Google together have a cooperative agreement about the search, in addition the 5% share that Google returns hold AOL.

The analyst still expresses, the height that Microsoft quotes reduced private capital to share the opportunity of contest price. Although Yahoo did not make public it to be the same as of potential partner negotiate result, but it has stated company board of directors continues to choosing to undertake assessment to all strategies. Reject to divulge two partner express the Yahoo of the full name, they are not willing to consider to choose other to trade, because appear impossibly,compare the quoted price with higher Microsoft.

Written by ITTech · Filed Under IT Magazine

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Cisco appoints hold the post of presiding and financial officer newly

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