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Verizon Explores Lower Price or Even Exit from Yahoo Deal

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Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#41
post #3

OK, what's it going to take to keep tumblr running? That's literally all I care about here. Everything else in Yahoo can be gotten or done elsewhere, but tumblr's a social network, so there's value in preserving those connections.

Isn't Yahoo _really_ big in Japan? My understanding is a lot of their services are overwhelmingly popular there.

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#42
post #35

I'm willing to bet you own Yahoo stock or have some connection to the company.

Why, because they dared to voice an opinion contrary to your own?

I fail to see how 4 billion is a great deal for a company that lost a billion logins and is hemorrhaging cash.

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#44
post #3

OK, what's it going to take to keep tumblr running? That's literally all I care about here. Everything else in Yahoo can be gotten or done elsewhere, but tumblr's a social network, so there's value in preserving those connections.

For me, it's Flickr that I would be annoyed losing. Not so much for my own photo hosting which is easily moved elsewhere. Everything is local on Lightroom anyway and I basically never use the social aspect of Flickr any longer. But Flickr is a great repository of other content, including a great deal of Creative Commons and public domain, that AFAIK isn't available with nearly the quantity or curation elsewhere.

Maybe Google would buy given that it's pretty much bombed out on photo sharing itself.

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#45
post #31

Yahoo controls 8% of search traffic and costs $4bn. Google controls 64% of search traffic and costs $558bn. That's a 17-fold difference in the price for 1% of the traffic. Even more if you take US search traffic only (to exclude Yahoo Japan). Verizon can get rid of the costly parts of Yahoo (mostly its media business) and have its own small Google to make cash. That was $1.8bn per year in 2015, while Yahoo's overall…

I don't know man. but if you loan me $4bn I will buy Yahoo and run it myself. I too don't understand how they can't make Yahoo a success. They have a couple of great products that people use like Fantasy sports and Finance. And mail would be just fine if they'd remove all the crap so it would run faster. Lots of non techy still uses yahoo mail, and that won't change as long as the service exists.

I dunno - I feel like it's committing Dunning-Krugers to say, "Just run Yahoo! better, sheesh." because there's a ton we can't see on the surface of the company, looking in, that the business currently has to cope with.

If anything, these two hacks being announced years later, along with their voluntary NSA backdoor, demonstrates that Yahoo! has skeletons in their closet.

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#46
post #41
post #3

OK, what's it going to take to keep tumblr running? That's literally all I care about here. Everything else in Yahoo can be gotten or done elsewhere, but tumblr's a social network, so there's value in preserving those connections.

Isn't Yahoo _really_ big in Japan? My understanding is a lot of their services are overwhelmingly popular there.

Yahoo Japan is basically a separate organization, albeit with Yahoo investment.

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#47
post #35

Earlier quoted context omitted.

Why, because they dared to voice an opinion contrary to your own?

I fail to see how 4 billion is a great deal for a company that lost a billion logins and is hemorrhaging cash.

And that's a fair, justified opinion to have. But attacking someone who holds a contrary opinion for having ulterior motives is an extremely uncharitable thing to do.

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#48
post #47

Earlier quoted context omitted.

I fail to see how 4 billion is a great deal for a company that lost a billion logins and is hemorrhaging cash.

And that's a fair, justified opinion to have. But attacking someone who holds a contrary opinion for having ulterior motives is an extremely uncharitable thing to do.

It wasn't an attack and my summation was correct as he has friends that work there.

Re: Verizon Explores Lower Price or Even Exit from Yahoo Deal

#50

Yahoo controls 8% of search traffic and costs $4bn. Google controls 64% of search traffic and costs $558bn. That's a 17-fold difference in the price for 1% of the traffic. Even more if you take US search traffic only (to exclude Yahoo Japan). Verizon can get rid of the costly parts of Yahoo (mostly its media business) and have its own small Google to make cash. That was $1.8bn per year in 2015, while Yahoo's overall…

That's like saying Apple is worth $600 billion, Motorola is worth "only $12 billion", but has 1/10 of Apple's market share, so therefore it must be a great deal to buy Motorola. Wait, actually that's exactly what Google thought - and they quickly saw the error in that sort of thinking after they purchased it.

Do you see how that argument is flawed? Leaders in a market tend to be worth much more and have much higher profits than even the 2nd player in the market, let alone the third or fifth. When you have a small percentage of the market, it's also much more difficult to make something out of it, than it would say for a market leader to go from 30% market share to 50% market share (and billions of dollars more in revenue).

We could repeat the argument for a small social network that has a much lower market value than Facebook per user, and so on.

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