Comments on: Ballmer's Not-So-Idle Threat to Yahoo: Do You Feel Lucky?

By: Pupuk Kelapa Sawit Mahal ? :: Tanya Jawab

Pupuk Kelapa Sawit Mahal ? :: Tanya Jawab — Sun, 21 Jun 2009 02:34:40 +0000

[...] Will Yahoo Pay as Microsoft Goes for Search Market Share With Bing … [...]

By: Kara Swisher

Kara Swisher — Sat, 20 Jun 2009 01:58:24 +0000

I am not pumping anything. Just saying Ballmer is playing hardball and it could have some impact on Yahoo.

But excellent points.

By: Jeff Stevens

Jeff Stevens — Fri, 19 Jun 2009 23:01:00 +0000

Kara you should not be pumping this deal, at this time. Yahoo’s stock is at a PE of 1400 and MSFT is under 14. Yahoo needs big bucks to justify that stock price (much less upside) and MSFT needs to get a bargain or it’s stock would tank, when it’s now gaining traction.
However the caption fits, for both. Who feels lucky!

By: Kara Swisher

Kara Swisher — Fri, 19 Jun 2009 22:49:08 +0000

J, P:

Interesting points, but Ballmer’s message was that he was doubling down. Yahoo simply cannot afford to keep up with either Google or Microsoft in this arms race.

But I will add your point above, as it is an excellent one.

By: Ballmer’s Not-So-Idle Threat to Yahoo: Do You Feel Lucky? [BoomTown] | techclack.com

Fri, 19 Jun 2009 19:07:28 +0000

[...] more here: Ballmer’s Not-So-Idle Threat to Yahoo: Do You Feel Lucky? [BoomTown] var AdBrite_Title_Color = ’0000FF’; var AdBrite_Text_Color = ’000000′; var [...]

By: Puneet Thapliyal

Puneet Thapliyal — Fri, 19 Jun 2009 17:53:55 +0000

If search engine results were the only merit, Yahoo’s share would have gone down much below 20% already.

Yes, Bing is more likely to take the search share away from Google.

By: Joe User

Joe User — Fri, 19 Jun 2009 17:26:54 +0000

Not sure why you think bing will take marketshare from Yahoo search. Maybe a little bit, but I think the bulk will come from Google. Most Yahoo searches are organic in the sense that they come from people already on Yahoo for other reasons and the search box is right there on their MyYahoo starting page, the http://www.yahoo frontpage, their finance page, etc. Bing is a standalone search engine like Google is, so I think Google is much more exposed by Bing than Yahoo is. Most Google searches are non-organic and people make a conscious decision to go search on Google. If marketing and search quality of Bing can sway that decision, Google is likely to lose some market share. I don’t think the people who come to Yahoo for the Yahoo network content are anywhere near as easy to convert.