{"id":262,"date":"2008-07-02T23:57:40","date_gmt":"2008-07-03T06:57:40","guid":{"rendered":"https:\/\/dubinko.info\/blog\/?p=262"},"modified":"2008-07-02T23:57:40","modified_gmt":"2008-07-03T06:57:40","slug":"the-deal-that-wouldnt-die","status":"publish","type":"post","link":"https:\/\/dubinko.info\/blog\/2008\/07\/the-deal-that-wouldnt-die\/","title":{"rendered":"The deal that wouldn&#8217;t die"},"content":{"rendered":"<p>Commentators, having long since run out of <em>useful<\/em> things to say about YHOO+MSFT, only bemoan how it continues to drag out. In reality, deals of this size do tend to take a while. Microsoft (and specifically Ballmer) aren&#8217;t walking. Why?<\/p>\n<p>Because they need Yahoo. They need search share&#8211;the deal with Google only puts on more pressure. But they also need a non-schizophrenic brand under which to put all their audience attractors. In short, I&#8217;d say MSFT has been terrible at tactics (and non-intimidation-based negotiating), and YHOO has been mediocre at strategy and terrible at execution. Maybe they are meant for each other&#8230;<\/p>\n<p>Prediction: by the end of the year 1) some kind of deal happens, and 2) Yang is out as CEO. $28.<\/p>\n<p>Disclosure: I still hold long YHOO shares<\/p>\n<p>Disclosure: The irony of this post is not lost on me<\/p>\n<p>-m<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Commentators, having long since run out of useful things to say about YHOO+MSFT, only bemoan how it continues to drag out. In reality, deals of this size do tend to take a while. Microsoft (and specifically Ballmer) aren&#8217;t walking. Why? Because they need Yahoo. They need search share&#8211;the deal with Google only puts on more&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[21,26,1,15],"tags":[219,1162,1165,1159,218],"class_list":["post-262","post","type-post","status-publish","format-standard","hentry","category-google","category-microsoft","category-stuff","category-yahoo","tag-ballmer","tag-google","tag-microsoft","tag-yahoo","tag-yang"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Commentators, having long since run out of useful things to say about YHOO+MSFT, only bemoan how it continues to drag out. 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