Yahoo tells shareholders it can boost revenue to fend off Microsoft
,----[ Quote ]
| Yahoo said it is expecting much of its growth to come from display
| advertising, including banners and video advertising, as opposed to search
| advertising. The presentation stated repeatedly that "display is a larger
| opportunity than search."
`----
http://origin.mercurynews.com/business/ci_8611497?nclick_check=1
Even if Microsoft ended up raising the offer and managed to snatch Yahoo, it
would go into greater debt. Microsoft's revenue is not to be confused with
profit. Only two divisions account for almost all the profit. Most divisions
appears to be losing billions, so revenue means very little. Details below for
sceptical WinTrolls and Munchkins (facts are hard to deny).
Related:
Raikes Steps Aside
,----[ Quote ]
| Microsoft is shuffling its executive ranks, with today's surprise
| announcement that Jeff Raikes, president of the Business division, will leave
| the company. Uh-oh. He's not the only executive on the way out the door.
|
| Raikes departure will have huge impact on Microsoft as it completes its 2008
| fiscal year on June 30. His division is one of two responsible for nearly all
| Microsoft's profits.
`----
http://www.microsoft-watch.com/content/corporate/raikes_steps_aside.html?kc=MWRSS02129TX1K0000535
http://tinyurl.com/34mq2a
Microsoft says to borrow money for Yahoo deal
,----[ Quote ]
| Microsoft Corp said on Monday it may borrow money for the first time in its
| history to fund a portion of its $44.6 billion unsolicited offer for Yahoo
| Inc.
`----
http://www.reuters.com/article/companyNews/idUSN0455692920080205
Microsoft's Last Big Beat: Internet Domination or Death
,----[ Quote ]
| What can $44.6B USD mean? Well, for Microsoft (MSFT) it may mean the cost of
| survival.
`----
http://seekingalpha.com/article/63876-microsoft-s-last-big-beat-internet-domination-or-death?source=yahoo
Will Microsoft Survive the Next 10 Years?
,----[ Quote ]
| I am not really an expert in this but when I read all the negative
| headlines and articles I ask myself if Microsoft really will survive
| the next 10 years.
|
| [...]
|
| I am pretty sure that the Open Source Community, the new Ubuntu,
| Google and of course Apple are those companies that are ready for
| our century and they will get more and more people that know what
| they really want.
`----
http://websquirrel.blogspot.com/2007/03/will-microsoft-survive-next-10-years.html
P. Graham: Microsoft is Dead
,----[ Quote ]
| A few days ago I suddenly realized Microsoft was dead. I was talking
| to a young startup founder about how Google was different from Yahoo.
| I said that Yahoo had been warped from the start by their fear of
| Microsoft. That was why they'd positioned themselves as a "media
| company" instead of a technology company. Then I looked at his face
| and realized he didn't understand. It was as if I'd told him how much
| girls liked Barry Manilow in the mid 80s. Barry who?
|
| Microsoft? He didn't say anything, but I could tell he didn't quite
| believe anyone would be frightened of them.
`----
http://www.paulgraham.com/microsoft.html
Microsoft's DreamSpark – What a Giveaway
,----[ Quote ]
| The rest of the $44.6bn (£22.3bn) deal would be financed with an undisclosed
| amount of credit.
|
| What that means is that it must squeeze as much money as it can from its
| operations to fund that debt and still pay dividends to shareholders, who
| will be looking for some payback from the Yahoo takeover. Giving away
| software is the last thing it would want to do in these circumstances, and
| the DreamSpark announcement shows just how worried it is about the future.
`----
http://www.linuxjournal.com/content/microsofts-dreamspark-%E2%80%93-what-giveaway
Feeling the heat at Microsoft
,----[ Quote ]
| A couple of years ago you reiterated that IBM was Microsoft's biggest
| competitor and you said not just on the business side, but overall. If I ask
| you who is Microsoft's biggest competitor now, who would it be?
|
| Ballmer: Open...Linux. I don't want to say open source. Linux, certainly have
| to go with that.
`----
http://www.news.com/Feeling-the-heat-at-Microsoft/2008-1012_3-6232458.html?tag=ne.fd.mnbc
|
|
