Yahoo! Inc. (YHOO) Message Board
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Facebook/Yahoo Search Talks Are Real Deal
According to my sources Facebook and Yahoo are in talks to teamp-up on search. Here's the catch, Microsoft will play a big part in those talks. Microsoft will give up Bing and approximately 400 engineers to Yahoo for shares in Yahoo and Facebook clearing the path for a Yahoo/Facebook search engine.
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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.- 1 Reply to thetoadtimes
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Great post, Toad!
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Bulls eye baby!
Sentiment: Strong Buy
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Bing is in big trouble if they don't give Mayer what she wants.
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CNBC just ran a story that it may be a three way tie-up with Yahoo, Facebook and Microsoft?
- 1 Reply to randywms55
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Microsoft will be involved.
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My sources tell me Yahoo and Facebook are close to an agreement.
- 1 Reply to mb525799
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"My sources tell me Yahoo and Facebook are close to an agreement."
Ah.....your sources....did your sources also forget to tell you to take your meds?
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Swisher was quick to say Mayer and Sandberg are not in talks. There is no way Swisher can be 100% sure of that unless she has Mayer bugged.
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This is very interesting. Google better watch out.
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This is good for both.
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That may be why everyone is saying that KERX is the best buy on Wall Street right now and the most likely secure 10 bagger from current trading levels.
Sentiment: Strong Buy
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