The following three stories came in an email from Mediapost. Yesterday I talked about Yahoo!, Microsoft, Google and AOL and here' s the latest:
AOL: Running Out Of Time
Bloomberg News
How much longer does AOL have to prove its worth before Time Warner shareholders revolt? Not long, says Jordon Posner of Matrix Asset Advisors. "It's important that they drive improvement in this business fast. Otherwise they'll wind up with a wasting asset."
AOL has lost 50% of its dial-up subscribers since effectively telling them to find a new ISP more than two years ago. Right now, UBS' Morris reckons that AOL is now worth $12.9 billion, about one-tenth of what it bought Time Warner for in 2000. - Read the whole story...
Is Microsoft Really Undervaluing Yahoo?
CNET News.com
Yahoo thinks Microsoft is undervaluing the company with its $44.6 billion offer, but Microsoft, citing the $10 boost Yahoo shares received the day the software giant took its bid to the public, thinks it's offering a fair price. So who's right? CNET surveys a few financial analysts who claim that Yahoo shouldn't expect a (much) higher price. Read the whole story...
Google, Microsoft And The Long, Slow Kill
Silicon Alley Insider
Microsoft better watch out, because Google is moving in for the long, slow kill. With a growing arsenal of Web-based services that includes Google Docs and now, Google App Engine, the search giant is just about everywhere that Microsoft is, and beyond. Indeed, Microsoft makes most of its billions selling apps Google now gives away for free (or at least, nearly free). Google's versions don't have as many features as Microsoft's, but as Blodget says, they're simple, cheap, convenient, and they get the job done. Read the whole story...
Posts
No comments:
Post a Comment