If the “hostile” take over of Yahoo my Microsoft gets too bogged down, with take over numbers that would cripple Microsoft and yahoo for years, this could be the best thing that ever happened to Google. And while Google’s public comments are “NO!”, in reality the board has to be watching this one play out.
If Yahoo succeeds in getting Microsoft to over commit (like at 41 dollars a share), and can get Microsoft to commit to some bad money management (going from surplus to deficit in slowing economy) then Microsoft will be so busy focusing on internal issues, integration issues, and other problems that the company will basically be resting while it digests Yahoo.
Google could not ask for more. This would give Google the chance to really settle into the front runners position, and make the combined MicroHoo fairly useless along the way.
If Yahoo succeeds in getting AOL, or other low order drains on their own company (AOL Microsoft Yahoo) in place before the Microsoft buy, this would further distract Microsoft from what they need to do, or what they think they need to do to survive.
We are seeing shareholder revolt on this one. The next shareholders meeting should be very interesting if any of this goes through, because Microsoft has not really made a very good argument for the purchase of Yahoo other than seeing blood in the water.
Hate to say it, but if Yahoo succeeds with merger talks with AOL, Microsoft should just drop the pursuit course and wait a couple of years, then come back with an offer. Right now the Yahoo board is greedy, adding 10 dollars to the share price is an insane valuation for Yahoo.
Time to say “it was a fun distraction” and go back to work. Microsoft could end up being seriously crippled because of the actions of yahoo, and there is no time like the present to move along.
Sounds great for google but have we ever stop to think about the effect if any it wooul have on website publishers and bloggers having google dominating the market with adsense