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Yahoo's mobile promise

Microsoft's $44.6 billion bid to buy Yahoo is clearly a move to thwart rival Google from taking over the entire Internet, but such a deal also could give Microsoft a huge boost in the mobile market.

It's ridiculous to think that Microsoft would put together a deal of this magnitude for Yahoo's mobile assets alone. There are obviously other more pressing synergies and tie-ups between the companies. But the mobile piece of the story could be a nice added bonus that could pay huge dividends in the future.

Mobile is the next frontier for Internet companies. … Read more

Google releases social graph code

Google has helped solved a problem that infects new social networks and applications--how to grow them, and fast.

Google on Friday released the Google Social Graph API, which will allows developers to write apps that can easily link up people on the Web. The API takes the publicly declared relationships about your accounts, on Twitter, MySpace.com, and so on, and then your friends and their accounts, and makes that information publicly accessible for new apps. So, when you join a new network built using the API, you won't have rebuild your social-network contact list.

Here's how Google … Read more

Microhoo-pla: What is the fate of Microsoft-Yahoo proposal?

The term and concept of Microhoo can be dated back a couple of years now, but it looks to be much more of a reality today than it ever was. Thursday night, Microsoft sent a letter to Yahoo offering $31 per share in cash and stocks. This is more than 50 percent over the worth of the company relative to its Nasdaq trading price this week. The bid by Microsoft to buy Yahoo (it adds up to $44.6 billion) is surely a way for both companies to best do battle against Google, and such a move is ripe with … Read more

MicroHoo: The effect on search and Web services

Just about everyone else on the Internet has written on the potential acquisition of Yahoo by Microsoft for $44.6 billion, but I thought that I would weigh in on what I think this might mean for search and Web services.

According to ComScore's search share numbers for December 2007, Google has 58.4 percent of the market share, with Yahoo and Microsoft trailing at 22.9 percent and 9.8 percent, respectively. If Microsoft and Yahoo combine forces and change nothing, that will put them at 32.7 percent to Google's 58.4 percent. While those numbers … Read more

Google's rise key to potential Microsoft-Yahoo merger

It has only taken three years for Google to unseat Yahoo in search, become the online ad king, and get so big it prompts Microsoft to try to buy Yahoo.

Microsoft announced on Friday it has made an offer to acquire Yahoo for $44.6 billion. The news comes days after Yahoo said it would lay off 1,000 workers, saw its fourth-quarter profit fall, and gave lukewarm guidance for the current quarter. By comparison, Google on Thursday posted fourth-quarter revenue of $4.8 billion, up more than 50 percent, while profit rose 17 percent.

Google has been able to … Read more

Microsoft+Yahoo=AOL/Time Warner?

It's clear that Yahoo is struggling against Google, and it's clear that Microsoft wants nothing more than to be important in the online services world. But the combination of these two behemoths, neither of whom have been particularly innovative with technology or customer acquisition of late, is the next AOL/Time Warner debacle.

Does anyone think that the merger of AOL and Time Warner was a success? Does the marriage of two companies that have no clear strategies ever make sense?

Microsoft hasn't proven that it can take advantage of this scale of web property and has wasted a huge amount of time and dollars with all the Live.com junk. Yes, MS should move into new markets and look to the future but Yahoo is a massive undertaking with a completely different culture. … Read more

Google still waiting for social ad payoff

You may be friending and poking your acquaintances on social networks, but that doesn't mean you are paying attention to the ads. Or, maybe Google just made a bad deal with MySpace in which it guaranteed to pay a lot of money even if you don't click on the ads.

Google's fourth-quarter results missed expectations on Thursday, partly due to a rise in traffic acquisition costs that cut into revenue. Executives acknowledged in a conference call with analysts that they made less money serving up ads on social networks than they expected.

The news, which prompted a … Read more

Yahoo: Terry Semel off the board

The Terry Semel era at Yahoo is officially over.

The former Yahoo CEO, who left that position last summer but remained as non-executive chairman of the board, is now out of the company altogether.

Yahoo announced Thursday afternoon that Semel will immediately relinquish his spot on the board.

According to a company statement, Semel began talking with other board members several months ago about stepping down and "targeted the time of the January board meeting for his departure."

Whether that's true or not is something we will likely never know, but one thing's for sure: there … Read more

At Google, fewer 'Nooglers'

Google's voracious appetite for new hires has eased off for the first time since the company went public in August 2004. In the last three months, the search giant added only 6 percent, or 889 people, to its employee roster--bringing Google's worldwide headcount to 16,805, according to the company's latest quarterly filing released Thursday.

That percentage is down nearly a third from the previous quarter's hires (2,130 new employees from June 2007 to September 2007) and off a third of its average quarterly hiring rate since June 2004, according to CNET News.com calculations.… Read more

Google Docs (not Gmail) may be next to get Gears support

One of our hits from 2007 was Google Gears, and our predictions for it was that many Web applications would begin to integrate it over the course of 2008. Already that prediction looks to be coming true, with what appears to be the first signs that Gears is coming to Google Docs and Spreadsheets. The discovery was made earlier this week by Google Blogoscoped's Tony Ruscoe. He was able to edit document names and star them, but not open or create any documents without getting sent to blank browser pages.

Ruscoe's not letting anyone in on how he … Read more