Comments on: A Sly Fox, MySpace and Yahoo http://kara.allthingsd.com/20070730/a-sly-fox-myspace-and-yahoo/ Fri, 10 Feb 2012 23:01:00 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Robert Seidman http://kara.allthingsd.com/20070730/a-sly-fox-myspace-and-yahoo/#comment-457 Robert Seidman Tue, 31 Jul 2007 00:29:45 +0000 http://kara.allthingsd.com/20070730/a-sly-fox-myspace-and-yahoo/#comment-457 I like this idea very much, and not just because the YHOO I bought a month ago is down ~$3/share, but because I agree with your thinking. I don't know about a 50-50 merger, but my back of the envelope calculations are the "MySpace for 25% of Yahoo" was in the right ballpark for both sides. If the reporting is accurate and it was a MySpace for 25% of YHOO offer, it leads me to believe that at least these 2 companies believe in Nielsen's "minutes of usage" metric. If you combined MySpace/YHOO minutes for May, based on the Nielsen data MySpace would account for ~26% of the overall minutes. Because of the way each company sells ads, YHOO makes more per advertisement than MySpace does. In theory, if YHOO could get YHOO rates for MySpace ads, the "MySpace" property would be more valuable than it currently is. I like this idea very much, and not just because the YHOO I bought a month ago is down ~$3/share, but because I agree with your thinking.

I don’t know about a 50-50 merger, but my back of the envelope calculations are the “MySpace for 25% of Yahoo” was in the right ballpark for both sides.

If the reporting is accurate and it was a MySpace for 25% of YHOO offer, it leads me to believe that at least these 2 companies believe in Nielsen’s “minutes of usage” metric. If you combined MySpace/YHOO minutes for May, based on the Nielsen data MySpace would account for ~26% of the overall minutes.

Because of the way each company sells ads, YHOO makes more per advertisement than MySpace does. In theory, if YHOO could get YHOO rates for MySpace ads, the “MySpace” property would be more valuable than it currently is.

]]> By: Online Advertising: Facebook’s secret rate card » TechAddress http://kara.allthingsd.com/20070730/a-sly-fox-myspace-and-yahoo/#comment-455 Online Advertising: Facebook’s secret rate card » TechAddress Mon, 30 Jul 2007 20:42:04 +0000 http://kara.allthingsd.com/20070730/a-sly-fox-myspace-and-yahoo/#comment-455 [...] Kara Swisher notes that News Corp. CEO Rupert Murdoch quietly confirmed a rumor: His company’s talks with Yahoo about swapping MySpace for a large stake in the online portal were real, but derailed by Terry Semel’s departure from the CEO spot at Yahoo. [AllThingsD.com] [...] [...] Kara Swisher notes that News Corp. CEO Rupert Murdoch quietly confirmed a rumor: His company’s talks with Yahoo about swapping MySpace for a large stake in the online portal were real, but derailed by Terry Semel’s departure from the CEO spot at Yahoo. [AllThingsD.com] [...]

]]> By: In Brief: Kara Swisher notes that News Corp. CEO Rupert … » TechAddress http://kara.allthingsd.com/20070730/a-sly-fox-myspace-and-yahoo/#comment-454 In Brief: Kara Swisher notes that News Corp. CEO Rupert … » TechAddress Mon, 30 Jul 2007 20:38:10 +0000 http://kara.allthingsd.com/20070730/a-sly-fox-myspace-and-yahoo/#comment-454 [...] Kara Swisher notes that News Corp. CEO Rupert Murdoch quietly confirmed a rumor: His company’s talks with Yahoo about swapping MySpace for a large stake in the online portal were real, but derailed by Terry Semel’s departure from the CEO spot at Yahoo. [AllThingsD.com] [...] [...] Kara Swisher notes that News Corp. CEO Rupert Murdoch quietly confirmed a rumor: His company’s talks with Yahoo about swapping MySpace for a large stake in the online portal were real, but derailed by Terry Semel’s departure from the CEO spot at Yahoo. [AllThingsD.com] [...]

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