雅虎与微软那点儿破事儿

之前,我曾经说过“微软收购Yahoo死路一条”,这篇文章还被新浪IT收录放到了首页。但是很快,我被骂的狗血淋头(其素质之低劣令人发指)

今天,终于证明了这种对我的辱骂和我的预期(雅虎的股票持有者在骂我)是一样的,看看这则新闻(来源):

Bostock said he could not understand why the software maker withdrew its bid. "There was never a compelling offer put on the table," he said. "That never occurred in this process."

A Microsoft spokesman disputed Bostock’s version of events, saying "Yahoo is attempting to rewrite history yet again."

祝福微软,祝福雅虎。最可恶的是这些急着套现的傻逼股东和股票持有者们。在微软都认为雅虎需要“rewrite history”的时候,他们却希望这个曾经叱诧风云的互联网传奇束手就擒。他们太“爱财”了。

Now, may I say, f8ck Bostock?

(附:我不是Jerry Yang的支持者,我只是单论“是谁在责怪雅虎没有成功出售”)

微软收购Yahoo死路一条

更新@Feb.10,看到消息(未证实),Yahoo!已经拒绝了微软的收购。理由是:31美元的股价“严重过低”。

更新@Feb.06,看到一封Yahoo!的CEO杨致远最新的公开信:

fellow yahoos:

since we talked to you this morning, there’s been a lot of media coverage and industry chatter about microsoft’s unsolicited proposal to acquire yahoo!. we know you’ve been hearing and reading a lot about this. that’s why we wanted to reach out to all of you at the end of the day to emphasize a few things that we hope will give you some more context about this proposal, the process that our board is taking, and what you can expect in the days ahead.

first, we want to emphasize that absolutely no decisions have been made – and, despite what some people have tried to suggest, there’s certainly no integration process underway. this proposal is just that – a proposal. and it was only made in the last 24 hours. you can be sure the board is going to review it thoughtfully and carefully, and do what’s right for our great company. microsoft’s proposal is one of many options that we’re evaluating in order to maximize value for our shareholders and employees over the long-term. that’s why we will respond to microsoft after our board has completed a careful review of all of our strategic alternatives.

second, we can’t let any of the noise we’re hearing around this situation distract us from our core mission. it’s critical that we continue to focus on running our business, executing our strategy and delivering value to all of our users, advertisers and publishers.
finally, we realize that this may have been a tough day for many of you, especially those on the front lines of our business. we know you have many questions, and we’re committed to making sure you’re as informed as possible as this process moves forward. in the interim, we both want to thank you for your continued energy, focus and determination. we’ll continue to share information with you as we have it and can do so.

大意是让Yahoo!的员工不要因某些“谣言”而慌张,继续好好地为用户、为广告客户、为发行商工作;Yahoo!董事会方面其实有很多备选方案,收购只是一种“提议”。董事会会本着利益最大化原则,谨慎负责地做决定。

(更新一张图:Yahoo与Google近十年的对比

此文是我纯粹个人看法,欢迎猛烈批判。消息来源

在海内看到远骋的消息,说微软要为Yahoo出44.6个Billion(446亿)。我第一反应是,“It’s never gonna happen”

意识形态上,至少是外在的意识形态上。微软的Philosophy和Yahoo有太多common的地方。企图通过收购Yahoo去和外界争斗很不靠谱(意识形态同质化?这可不是美国总统大选……)。

如果微软收Yahoo,那么Google、Mozilla和Adobe必然会更加“亲热”。在Web Developer阵营,微软将会进一步丧失大量Freelancers和OpenSource advocator的支援;在Blogger阵营,微软也得不到相同意识形态者的支持;届时,Google整合Mozilla的Firefox3和AdobeAIR,以Blogger、Freelancer为背景的Web Developer将组成强大的战线:无论是终端产品还是舆论导向。并且,基于Firefox3和AIR的应用直接获益也是轻而易举。

另外,在Digg.com看到,欧洲Firefox的份额已经平均超过20%;微软的Vista也彻底完全没有当年95登陆英格兰那样的气势。意识形态的水火不容日益显著,鲍莫尔应该明白,Yahoo股票就算再低,微软也不应该收购Yahoo

最后,总结一下:Yahoo是一家伟大的、令人尊敬的公司,微软也是一家伟大的、令人尊敬的公司。他们有来自世界各地最优秀的员工,但他们的结合,无异于生物学中的“近亲繁殖”。

声明:本文已经授权新浪独家转载。