Gulfstream

Entry Posted April 28, 2008

http://blog.pmarca.com/2008/04/if-microsoft-go.html Long post on what Microsoft is doing to try to acquire Yahoo, and how hostile takeovers happen in general. 20:39

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OPTiC BURST® SYNTEX (www.opticburst.com):
… I guess the first public signs of how the market feels about this will be the NASDAQ (where Yahoo’s stock is listed) when it opens for a new week’s business tomorrow. As for what’s next, I think this will be a very interesting business battle.Marc Andreessen’s detailed analysisof events prior to the bid collapse, posted on April 28, includes his views on five possible scenarios. Now that we’re at the walk-away stage, this scenario could be the outline for what further developments might look like: …

sharding/blog (www.sharding.org):
… When Western Oregon senior Sara Tucholsky hit her first career home... From kottke.org Attack of the Clones From Redfin Corporate Blog: Notes on Redfin, technology, real estate and life at a startup.Marc Andreessen's guide to the Microsoft-Yahoo hostile takeoverFrom Waxy.org Links Mister Disc is a portable record player, like a Walkman... From kottke.org all time favorite wedding images From [b]ecker's blog stackoverflow.com From Joel on Software Blue Jeans Cable CEO Responds to Legal Threat From Monster Cable …

sharding/blog (sharding.org):
… When Western Oregon senior Sara Tucholsky hit her first career home... From kottke.org Attack of the Clones From Redfin Corporate Blog: Notes on Redfin, technology, real estate and life at a startup.Marc Andreessen's guide to the Microsoft-Yahoo hostile takeoverFrom Waxy.org Links Mister Disc is a portable record player, like a Walkman... From kottke.org all time favorite wedding images From [b]ecker's blog stackoverflow.com From Joel on Software Blue Jeans Cable CEO Responds to Legal Threat From Monster Cable …

gWHIZ (gwhiz.wordpress.com):
… I LOVEthis analysisin the event of a ‘green-light, go’ issuance from MSFT to proceed with their hostile takeover of YHOO. Having a blow-by-blow (on a BLOG no less!) of how the chess pieces might grind out on the field …

SSLGURU (sslguru.org):
… analysis of how the takeover fight between Microsoft and Yahoo may play out …

web-goddess: if you forget the .org, it's just pr0n... (www.web-goddess.org):
… of the former CUB brewery, is Australia's best investment opportunity." This is the kind of news that makes the mortgage payments a little more bearable. (Link courtesy of Life in Chippendale.) Check out thisexcellent and easy-to-understand explanationof the whole "Microsoft trying to take over Yahoo" schmozzle. Very interesting. (Link courtesy of Daring Fireball.) Monday, April 28, 2008 [4] Nerdy Things We Have Debated at Work Today: …

Daring Fireball: Linked List (daringfireball.net):
… Web Standards Design + Development, a Group of Interactive Craftsmen ★ New LinkedIn group for standards-minded web developers and designers, spearheaded by Greg Storey. Update: More on WSDD from Storey.If Microsoft Goes Fully Hostile on Yahoo★ Marc Andreessen’s detailed, plain-English analysis of the options Microsoft has for a hostile takeover of Yahoo. iTunes Store Turns Five ★ Five years ago today, Apple launched the iTunes Music Store …

affordance.info (affordance.typepad.com):
… se paiera Yahoo! et surtout "quand" (et "combien") ... la blogosphère motorisée ne parle (presque) que de ça. Outre les analyses déjà mentionnées ici et là, la dernière à avoir retenue mon attention est celle deMarc Andreessen, partiellement traduite par Jean-Marie Le Ray (l'analyse de Marc Andreessen se poursuit, in english only, ici). Avec le dernier épisode en date : le refus de Microsoft de faire encore monter les enchères devant le refus de Yahoo! de se laisser …

Search Engine Land: Must Read News About Search Marketing & Search Engines (searchengineland.com):
… of where things stand. Silicon Alley Insider also posts (picking up on an item from AllThingsD) the argument that senior execs within Yahoo want the sale to happen and fear the stock crashing otherwise. But most interesting this morning isMarc Andreessen's postabout hypothetical hostile takeover scenarios. It's quite detailed and based on interviews with attorneys familiar with how these situations play out. Click to continue reading... …

Seo Alchemist - How to make gold with SEO. (www.seoalchemist.com):
… of where things stand. Silicon Alley Insider also posts (picking up on an item from AllThingsD) the argument that senior execs within Yahoo want the sale to happen and fear the stock crashing otherwise. But most interesting this morning isMarc Andreessen’s postabout hypothetical hostile takeover scenarios. It’s quite detailed and based on interviews with attorneys familiar with how these situations play out. Click to continue reading… …

NevilleHobson.com (www.nevillehobson.com):
… I guess the first public signs of how the market feels about this will be the NASDAQ (where Yahoo’s stock is listed) when it opens for a new week’s business tomorrow. As for what’s next, I think this will be a very interesting business battle.Marc Andreessen’s detailed analysisof events prior to the bid collapse, posted on April 28, includes his views on five possible scenarios. Now that we’re at the walk-away stage, this scenario could be the outline for what further developments might look like: …

Hot Links - Level 3 (dev.upian.com):
… If Microsoft goes fully hostile on Yahoo6 days ago Linkorama : If Microsoft goes fully hostile on Yahoo - Nice to have lawyers to blog these things for you. Quite interesting analysis. Andy Baio : Marc Andreessen's guide to the Microsoft-Yahoo hostile takeover - …

DarkfireStudios Blog (darkfirestudios.wordpress.com):
… their offer helps a lot. I became personally invested in this battle (for no great reason beyond using Yahoo products) and waited in anticipation for every call and response. This is the resolution I had hope for in the face ofoverwhelming certainty and insurmountable odds(which proved not to be so overwhelming or insurmountable). I’m glad it’s over and told Yahoo (comment awaiting moderation) that I hope they will demonstrate their value beyond this proposal. (In my comment there I accidentally stuck an …

VentureBeat (venturebeat.com):
… poison pill” approach in which Yahoo would have flooded the market with more shares of its stock, making it much more expensive for Microsoft to buy them up. Netscape and Ning co-founder Marc Andreessen hadmore on this in a postlast week. In the end, the two sides were about $5 billion apart. This represents the $4-a-share gap mentioned above. The full letter below: Dear Jerry: After over three months, we have reached the conclusion of the process regarding a possible …

Clickety Clack: Online Advertising Economics (ecpm.typepad.com):
… Then the news about Microsoft dropping its bid for Yahoo hits WSJ. I wonder how that changed that mood of the weekend in Omaha, especially since Bill Gates and Sue Decker are in attendance. All the what-ifs are covered well by Marc so head overthereif you don't know what to expect now. Microsoft drops its offer and walks away; Yahoo's stock drops to its pre-offer level of $19.18, give or take. Lots of moves and countermoves could follow: Microsoft could come back later with a lower or higher …

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Gulfstream

Entry Posted April 28, 2008

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