tag:blogger.com,1999:blog-18183714.post6508660171491343650..comments2024-03-08T20:25:35.963+08:00Comments on Malaysia-Finance Blogspot: Why YAHOO! Is My Top Stock PickSalvadorDalihttp://www.blogger.com/profile/06868577716920232901noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-18183714.post-51675025786489884012008-12-31T09:05:00.000+08:002008-12-31T09:05:00.000+08:00It cannot be stressed hard enough how Microsoft ne...It cannot be stressed hard enough how Microsoft needs to buy over another established search engine company or Yahoo in this case.<BR/><BR/>Unlike other countries, top IT talents in US always make a bee-line to places with "culture", or in other words, places that are cool. And Microsoft no have that. (still insecure geeks rule world culture; yahoo has cool geeks rule world culture; google has superman geeks rule world culture)<BR/><BR/>So Microsoft have no other choice but to fork out billions to buy coolness from Yahoo.<BR/><BR/>Yahoo also needs Microsoft because it cannot compete with the coolness of Google. Talent is flowing out of Yahoo and so is market share. They have to stem the tide fast.<BR/><BR/>Also, in the IT world, contrary to what most people think, there exists gargantuan barriers of entry. And that barriers of entry is first mover advantage and market share/hit rate. By buying Yahoo, Microsoft is not only piercing the barriers of entry but is in fact buying that very barriers of entry. Market share in this Yahoo deal is vastly undervalued in this sense. <BR/><BR/>So Ballmer, stop haggling already! You've punished the Yang man enough. Buy Yahoo already and stop mucking around.Jomaropolhttps://www.blogger.com/profile/03138408647813397153noreply@blogger.com