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Saturday, May 05, 2007

YahooSoft : Still Possible?

WSJ reports that talks happened between the two companies & that the merger discussions are no longer active, but that doesn't preclude the two companies from some other form of cooperation. So the merger possibilities have died down – temporarily!!
To me it points to a couple of things – both indisputable: There is no logic to say that large deals may not happen – as a matter of fact, I feel that in this current age, no deal, no matter how large, or one that appears audacious ,is out of the realm of possibility.
Secondly, stakeholders are expecting Yahoo to act decisively to regain the lost edge it had in the internet space – where Google is sees as smartly marching ahead.Yahoo is massively under leveraging its brand strength, content and platform superiority.
Companies like Microsoft, eBay and Yahoo would always keep talking about possibilities and frankly they should be talking and it is fair to expect some action centered around Yahoo in the days to come.

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