John Paczkowski

Recent Posts by John Paczkowski

The YHOO-MSFT Crap Shoot

547702043_hqzhz-thOn stage at our All Things Digital conference last month, Yahoo (YHOO) CEO Carol Bartz said that a search deal with Microsoft (MSFT) would require “boatload of money,” and an outright acquisition even more. It doesn’t require a great feat of augury to see that an agreement between the two–at least at this time–isn’t that likely, as a number of analysts have recently noted. “In our view, the likelihood of a Microsoft-Yahoo search deal has gone down materially in recent weeks,” Collins Stewart analyst Sandeep Aggarwal wrote in a research note to clients today. “The Bid/Ask spread for the deal remains the single biggest hurdle followed by some disagreement on operational aspects/deal structure, in our view. We believe that a Microsoft-Yahoo search deal can happen but we are reducing the probability from 80%+ to 50%, and with the lowered probability, we restrain ourselves in terms of assigning any timeline.”

So, a 50-50 chance for a deal. Sounds about right, with Carol Bartz the wild card that could swing the odds as quickly and easily as she drops the F-bomb and with Microsoft as the desperate gambler looking to win back the deed to the search market it lost. Said Citi’s Mark S. Mahaney, “Although we view the likelihood of a major transaction as unlikely near-term, we continue to view Yahoo as the only logical long-term acquisition target for any company seeking scale in Internet advertising.”


Twitter’s Tanking

December 30, 2013 at 6:49 am PT

2013 Was a Good Year for Chromebooks

December 29, 2013 at 2:12 pm PT

BlackBerry Pulls Latest Twitter for BB10 Update

December 29, 2013 at 5:58 am PT

Apple CEO Tim Cook Made $4.25 Million This Year

December 28, 2013 at 12:05 pm PT

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I think the NSA has a job to do and we need the NSA. But as (physicist) Robert Oppenheimer said, “When you see something that is technically sweet, you go ahead and do it and argue about what to do about it only after you’ve had your technical success. That is the way it was with the atomic bomb.”

— Phil Zimmerman, PGP inventor and Silent Circle co-founder, in an interview with Om Malik