While Google has reportedly shown an interest in collaborating with Yahoo to ward off a potential takeover bid from Microsoft, and other companies have contacted Yahoo, it's unlikely that any of them could beat Microsoft's offer, analysts said Monday.
In a statement Friday, Yahoo said that the company and its board will evaluate Microsoft's US$44.6 billion offer "carefully and promptly in the context of Yahoo's strategic plans and pursue the best course of action to maximize long-term value for shareholders." A Yahoo spokeswoman Monday said that the company wouldn't comment beyond what was said in the statement.
However, Reuters reported that a number of companies have been in contact with Yahoo, although it was uncertain whether any alternative offers had been made.
Last December, Kathy Sharpe, CEO of Sharpe Partners, a New York-based marketing and consulting firm, wrote in a blog post of a fantasy acquisition that involved a takeover bid for Yahoo by Apple.
Last week, someone told Sharpe that an Apple bid for Yahoo was about as likely as the New York Giants beating the 18-0 New England Patriots and winning Super Bowl XLII.
Even though that fantasy became a dream come true for the Giants, Sharpe doubts her Apple fantasy alternative to Microsoft's offer for Yahoo will ever play out.
"I don't think under these circumstances anyone wants to get into a bidding war with Microsoft," Sharpe said. "The price is so high, and even if [Yahoo's CEO] went to [Apple CEO] Steve Jobs, and even if they had even been talking about something that could work out as a way for the portal part of Yahoo to become part of what happens with iTunes, in some sort of holistic way, that's not what's going to stop [Microsoft's bid]."
Sharpe said she didn't think Yahoo's stockholders and its board would let CEO Jerry Yang say no to Microsoft's offer of US$31 per share, a 62 per cent premium over Yahoo's Thursday closing price. And she said that's why Microsoft came out with its high bid -- to stop all conversation.
However, Sharpe's not so sure a Microsoft-Yahoo deal would solve Microsoft's Google problem.
"I think it creates a bigger problem for Microsoft," she said. "They have to now integrate with a very large portal, and they don't know how to do a portal themselves, and it's unclear whether Yahoo does either. They have two massive sales forces and two search engines that have to be integrated. It's possible when they come out of box again, they'll be a pretty impressive force, and they're going to push the ad market around a bit, but they're not going to take search share from Google. And in the six months it takes them to get this deal done and finished and through the hoops and the companies put together as one, Google will march on, and we know what that's like."
Read up on the latest ideas and technologies from companies that sell hardware, software and services. Achieving the impossible: Unlimited application scalability
IT Service Management Needs and Adoption Trends: An Analysis of a Global Survey of IT Executives
Mimosa™ NearPoint™ for Microsoft® Exchange Server: Email Archiving 101
Data grids and service-oriented architecture
Refresh your AUP: Top tips to ensure your acceptable use policy is fit for purpose
Email Archiving 101—Customer Case Study
Business Intelligence and Enterprise Performance Management: Trends for Emerging Businesses
Taking On Demand CRM Integration to the Next Level
Zones provide focussed content from Computerworld and leading technology partners.Discover how SOA can create smarter outcomes for your business.
Attend and learn:
- How SOA is helping leading companies to become more agile
- Where you should be applying SOA processes in your company
- The top SOA implementation mistakes to avoid
Click here for more information.
- +
Computerworld Live Podcast #97: The Future of Enterprise Networking 25/07/2008 09:45:36
This week CW Live chats with Mark Thompson, global sales and marketing manager for HP ProCurve, on the future of the enterprise networking. Mark discusses the trends we can expect to see in the near future and how the right infrastructure can ensure your enterprise network is secure. - +
Computerworld Live Podcast #96: Security at the Edge 11/06/2008 09:22:22
CW Live speaks with Amol Mitra, HP ProCurve Director of Marketing for Asia Pacific and Japan. Today's topic: how enterprises are starting to shift away from simply controlling security via server logins, firewalls and moving to more adaptive security frameworks. - +
Data Management Edition #10: Multi-Petascale Systems 02/05/2008 09:12:33
This week we look at sustainability and the development of multicore technologies to build multi-petascale systems. - +
IT Security Edition #11: How to poison the Storm botnet 01/05/2008 08:51:55
This week CW Live presents a case study on how to poison the notorious Storm botnet . Plus we take a look at Cisco's plans for Ironport. - +
IT Security Edition #10: Cyber-battles fought and won 24/04/2008 11:09:47
Vendors bow to end user pressure to improve product security, and we take a look at the latest concepts shaping the cyber-battlefield of the future.
FrontRange Solutions launches HEAT Plus Mobile to reduce help desk costs and improve service management productivity 2008-12-02 15:15:00+11
AARNet Helps to Advance Indigenous Health 2008-12-02 12:44:00+11
Orbis selects Telstra International as its data centre partner for the UK, Europe and Middle East Region 2008-12-02 11:23:00+11
ComOps Deploys Corporate Performance Reporting Solution For Healthcare Test Manufacturer 2008-12-02 10:09:00+11
Mornington Peninsula Shire implements Objective to manage knowledge and deliver service excellence 2008-12-02 09:56:00+11
IT Service Management Needs and Adoption Trends: An Analysis of a Global Survey of IT Executives
IT executives face the need to improve service delivery with limited resource increases. Two common strategies for achieving this are network and systems management tools and datacenter consolidation. Read on to disocover how you can make a strong business case for IT Consolidation.












