mohit | Shared With: Everyone - May 18 2007 | advertising, microsoft, aQuantive, news, acquisitions, technology
Microsoft stock is currently down a bit (< 1%). The $6 billion acquisition price represents ~10x revenue and ~100x earnings.
Quoted: In the biggest acquisition ever made by the world's No. 1 software maker, Microsoft said it would pay aQuantive shareholders $66.50 a share, a hefty premium to the company's closing share price of $35.87 on Thursday.
- mohit | Shared With: Everyone - Feb 26 2008 | microsoft, advertising, google, yahoo, technology, investment club
Don't fully understand this.
Quoted: Most people think that the search and advertising markets are both likely to be extremely profitable for the top two players if there’s a duopoly; if on the other hand it settles down as a triopoly, then the margins will get squeezed and #2 and #3 will have a hard tie doing better than break-even. Right now, in the US, Google’s #1 in both, with Yahoo! #2 and Microsoft #3.
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mohit | Shared With: Everyone - Dec 23 2007 | microsoft, google, advertising, anti-trust
Refave. It's interesting that apparently a vertical merger is not considered grounds for anti-trust whereas a horizontal merger can be.
Quoted: The two companies operate in two different stages of the ad-placement process, so the commission viewed the merger as a vertical one. Microsoft argues that the deal would still affect horizontal competition on the Internet — which, though the document does not mention this, would include Microsoft.
ShareViewed: 5 Times- mohit | Shared With: Everyone - May 21 2007 | microsoft, advertising, acquisitions, aQuantive
I was expecting a Mini-Microsoft post re: the aQuantive deal!
Quoted: Speaking of News Corp, its $5 billion offer for Dow Jones’ stable of premium brands is eminently rational compared against Microsoft’s $6 billion proposal for aQuantive. MSFT is playing checkers while GOOG plays chess.
ShareViewed: 5 Times - mohit | Shared With: Everyone - Apr 16 2007 | google, advertising, microsoft, news, antitrust
I was expecting something like this.
Quoted: Microsoft contends that Google’s $3.1 billion deal to buy DoubleClick would hurt competition in the online advertising market.
ShareViewed: 5 Times - mohit | Shared With: Everyone - Jul 19 2006 | yahoo, microsoft, advertising, investment club
More detail regarding the plummet in yahoo stock today.
Quoted: Yahoo said it is delaying until the first quarter the launch of the advertising system that had been expected to start in the fall. Yahoo wants to better compete with Google's system of publishing text-based ads on its sites near search results - and on thousands of other sites, greatly expanding its reach.
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mohit | Shared With: Everyone - Jan 15 2006 | advertising, adsense, microsoft, news
Quoted: Microsoft Corp. plans to launch its system for selling advertising alongside regular search results by June in the United States, giving the company its next piece of ammunition in the battle with rivals including Google Inc. and Yahoo Inc.
- tigerexotique - May 18 2007
You must be Mohit's friend before you can comment on this Fave.wow this is a huge merger, but i think it's a good move for Microsoft. Man i should've bought some shares of aQuantive ;)
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