Archive for the ‘Yang’ category

Apple Buys Yahoo!?

December 13, 2008

There’s a scenario floating out there whereby Apple buys Yahoo! (the exclamation mark is part of their name not any kind of drama I’ve added)

So, why is that a good idea? I think people are seeing a lot of ghosts behind trees right now and this one just may have been planted to get Ballmer back to the table. Imagine the chairs that would fly if he, for one instant, thought Apple was seriously considering taking his sloppy seconds only to trounce him soundly in the end-run.

I really don’t see this happening though. You have Eric Schmidt as an Apple Director. Not a person I’d easily or readily dismiss due to a merger or product direction. He’s already marginalized a bit due to the competing tendencies between iPhone and Android. Still… An aquisition of Yahoo! while fun to think about just doesn’t ring true.

Yes, Yang came out on stage and did the whole poster-boy thing at the iPhone intro. And, Jobs went to Yahoo! HQ and told them they have greatness in them.

But, so what!? This isn’t the stuff of mergers. Not to mention the nuts and bolts of such a deal. Does Apple really want to have the additional drag Yahoo! would add to operations?

Nah.

Yang In. Semel Out. Ballmer Far Behind?

June 18, 2007

If the scorecard is based on adding shareholder value in the shadow of the Googlenaut… what’s a girl to think!?

I think this Semel succession has been in the works for months. OK… hang with me! Is your tinfoil hat on? Good. Let’s go.

Jerry Yang hangs with Schmidt and Jobs at MacWorld for the iPhone intro. Who’s NOT the CEO in that lineup (at the time)? Now? Okay… Yahoo!’s never had an Apple play that I recall. Not a one. Jerry Yang rates a stage share with Mr. Jobs. Semel doesn’t cut it.

SBC + Yahoo. Tight relationship. SBC = AT&T. AT&T = iPhone. There’s a Yahoo link on the default ‘deck’. At least. To be sure. I’ll be interested to see what the default homepage for Safari on the iPhone is set to… Apple? AT&T? Other. Apple’s the safe guess. But, I wonder if it depends on who you buy it from (Apple Store v. Cingular/AT&T store)?

Now. Ballmer’s about the only guy standing who’s still talking smack but not chalking up his big gains against the Googlenaut. How long can it be before the shareholders snatch him bald hea… wait. DOH! How long before the shareholder carry him out on (Ruby on) Rails?

Tin foil hats off. Fold nicely. We’ll resume this lesson later: I need a glass of water.


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