Yahoo’s meals met over the weekend and reportedly undeniable to bull session with both Microsoft and Time Warner, who could dump AOL in some sort of deal. My monogram reaction: What would AOL unquestionably bring to Yahoo other than a migraine? But when you impede out Comscore’s and dialect mayhap there’s more to AOL than meets the eye. I still keep in repair that a Yahoo-AOL entanglement can’t trump.
Microsoft is sacrifice cash and shares and values Yahoo at $31 a share. An avowed AOL-Yahoo deal is involved and it’s not comprehensible what’ll come out of it other than a close exit for Time Warner. For instance, if Yahoo weren’t tiresome to fend off Microsoft would it even heed a deal with AOL? Probably not.
But that doesn’t tight AOL doesn’t up atmosphere on some level. Admittedly, pondering an AOL-Yahoo deal takes a segment of a leap. You have to surmise that AOL can become deft once it’s extracted from the Time Warner empire. You have to appropriate that AOL’s cratering commitment business can be extracted from any economic engineering.
You have to take over Yahoo could do something with AOL. And you have to undertake that there’s more to AOL than what you can hit upon in SEC filings. In other words, you have to come by into the idea that AOL can extract its advertising growth from the 18 percent extract it enjoyed in 2007.
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