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  • thetoadtimes thetoadtimes Nov 19, 2012 10:14 AM Flag

    Facebook/Yahoo Search Talks Are Real Deal

    From The Wall Street Cheat Sheet:

    I’d be surprised if Marissa Mayer and Facebook CEO Mark Zuckerberg weren’t planning a way to combine forces for their mutual benefit. Here’s why:

    1. Both CEOs have stated “mobile” is a top near-term objective;

    2. Both CEOs are heavily focused on improving user engagement with improved technology;

    3. Both companies need each other to take significant marketshare from Google (NASDAQ:GOOG);

    4 .Both companies have deals with Microsoft, so that reduces hurdles for certain deals; and,

    5. Both companies have different spheres of expertise which could nicely compliment the others’.

    Lastly, and most importantly, a sexy blockbuster partnership between Facebook and Yahoo will create positive hype for both stocks — something desperately needed given the pain long term shareholders have felt.

    Although the current search alliance may be pure speculation, don’t rule out an exciting announcement sooner than later.

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