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Yammer agrees to Microsoft's $1 billion acquisition offer

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31–40 of 95 posts

Re: Yammer agrees to Microsoft's $1 billion acquisition offer

#31
post #18

I remember laughing at them when they launched at and won TC50. "Twitter for the enterprise! What a dumb idea." I'm laughing all the way to their bank now.

I was at a company a few years ago where the designers and execs were all about using Yammer internally, and I thought it was a joke. A billion dollar joke, turns out.

For the people who "thought it was a joke" have you (or will you) put this data point into your data bank so as to improve your future thinking?

Re: Yammer agrees to Microsoft's $1 billion acquisition offer

#35

"Sledgehammer spending" really bugs me. It says "we didn't exercise any brain cells to figure out what our purchase is actually worth, we're just throwing money at the wall because we think we can". Investors should scream at stuff like this. How many things could millions of extra dollars buy? For one thing, maybe they could have acquired 4 or 5 additional companies, patents or other IP. If there was any chance that…

hey did this same thing with Aquantive (sp?), and shareholders didn't do jack. That acquisition had to be the biggest $6B wasted EVER. Sadly, nothing you expect/want to happen will.

Just curious, what could shareholders do in a situation like this?

Re: Yammer agrees to Microsoft's $1 billion acquisition offer

#37

"Sledgehammer spending" really bugs me. It says "we didn't exercise any brain cells to figure out what our purchase is actually worth, we're just throwing money at the wall because we think we can". Investors should scream at stuff like this. How many things could millions of extra dollars buy? For one thing, maybe they could have acquired 4 or 5 additional companies, patents or other IP. If there was any chance that…

Investors should scream at stuff like this. There may be a time when they're completely incapable of making a key future acquisition because they overspent on crap like this.

This feels a bit presumptuous to me. Beyond playing into sticker shock, you haven't provided any evidence that they overspent or neglected to investigate other options.

Re: Yammer agrees to Microsoft's $1 billion acquisition offer

#38

Is this the first not-small web software company that Microsoft has acquired? I wonder if they're going to eventually convert all the Java and Scala to C# and F#

They had previously acquired Powerset, for one: http://en.wikipedia.org/wiki/Powerset_%28company%29

Powerset had a ton of hype, then they were acquired and then they seemingly died.

Never heard anything about them since.

Re: Yammer agrees to Microsoft's $1 billion acquisition offer

#39
post #30

"Sledgehammer spending" really bugs me. It says "we didn't exercise any brain cells to figure out what our purchase is actually worth, we're just throwing money at the wall because we think we can". Investors should scream at stuff like this. How many things could millions of extra dollars buy? For one thing, maybe they could have acquired 4 or 5 additional companies, patents or other IP. If there was any chance that…

$1b is a steal for Yammer. I'm surprised Yammer would take that right now considering it's current valuation and how bright its prospects are. It has one of the most efficient B2B customer acquisition schemes. Even with the culture mis-match, I suspect this will be a good acquisition for MSFT.

The Facebook IPO punched a temporary hole in their valuation. I think Microsoft got a modest steal due to that.

Yammer has already won their segment. Imagine owning a private corporate social network, spanning the globe, with paying clients. It's an extremely valuable segment.

Re: Yammer agrees to Microsoft's $1 billion acquisition offer

#40
post #18

I remember laughing at them when they launched at and won TC50. "Twitter for the enterprise! What a dumb idea." I'm laughing all the way to their bank now.

I saw what they were doing when they launched and thought "you know, twitter of business sucks but Facebook for business would be brilliant." Too bad I let myself stay stuck in a service business. Going to end that July 1.
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