Microsoft's Ray Ozzie hinted at a new search strategy that doesn't have Yahoo! as its centerpiece. He mentioned semantic search, and the following PC World article goes as far as to talk about Powerset, a Xerox-backed firm I mentioned in my "It's Search, Stupid" post not more than a day ago.
http://www.pcworld.com/businesscenter/article/146388/ozzie_hints_at_microsofts_search_future_downplays_yahoo.html
Wednesday, May 28, 2008
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2 comments:
I agree with your views on Microsoft. However, the market is expecting an acquizition and this has been priced into yahoo's stock price.
I am confident that if Microsoft acquires yahoo it will be less than the intial offer.
I'm not confident that Microsoft will bid any higher than its latest offer of $33, but Jerry Yang certainly would be in a big heap of legal trouble if he accepts a bid lower than the initial $31 offer he summarily rejected. For this reason alone, Microsoft wouldn't (shouldn't) even waste time with a low-ball offer.
What I see as more likely is a search partnership between the two companies, or a sale of Yahoo's search operations to Microsoft.
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