So, PostieCon (a conference sponsored by PayPerPost) was among the most controversial things I’ve ever done. People really hated that I was speaking there. I got constant crap from my friends and foes alike because of my decision to speak there.
But, it turned out they didn’t have enough attendees so they postponed it to November. They asked me to keynote their conference in November. But I declined due to the arrival of our impending arrival of our new son. I’m turning down nearly everything after Gnomedex in August.
Brier Dudley of the Seattle Times has a good point. The New York Post really jerked around the market and created a lot of wealth for someone. Who benefitted? Did they benefit from the rumor improperly? Note: I haven’t sold any of my stock recently and I haven’t bought any either. I don’t own Yahoo stock. In fact, I’m soon going to sell my Microsoft stock and not buy any stocks in the technology industry. There’s too much conflict there if I own stocks in the industry. There’s WAY too much “footsie” going on here.
Om Malik and the Wall Street Journal are reporting that the much talked about Microsoft/Yahoo rumors won’t come to fruition and that the talks are off.
I’ll tell ya one thing, though. It sure made for interesting conversation with a Yahoo employee I met tonight. We were starting to draw up where value would be built and where it’d be destroyed. There were a lot of places it would be destroyed and if two guys drinking beer can figure that out in half an hour, I’m sure that caused smarter people than us to put on the brakes. For instance one of Yahoo’s biggest properties is its email service. But that’s one of Microsoft’s biggest properties too (aka Hotmail). Then you look at finance sites. Microsoft is doing pretty well there with Microsoft Money (I met an employee who works there too and he said both Microsoft and Yahoo are way ahead of Google in finance traffic). Then you look at mapping. Again, they are pretty strong competitors there. Search? Who’s search technology would be thrown away? Advertising technology? Both Microsoft and Yahoo are pretty close there. Flickr? Clear value creation in an acquisition cause Microsoft doesn’t have anything like it. Same with Del.icio.us, Upcoming.org, Yahoo Answers, MyBlogLog. Portal? Yahoo is clear winner in brand name, but that’s just cause Microsoft has done an awful job in rebranding everything as “Live.”
So, there would be lots of laid off employees in such a merger and that probably sat heavily with Yahoo’s board cause Microsofties would have been in the drivers seat (even where they shouldn’t be, really).
Where would value have been created? Well, if they could keep their relative market shares in all these places after mashing them together then they could really make a run at Google.
But, it all is talk now that the deal is off (I trust Om, he has killer contacts).
On my way here I read most of Everything is Miscellaneous: The power of the new digital disorder, David Weinberger’s new book. It’s a good read, highly recommended. I got it for free, though, so keep that in mind. But I’m definitely giving this to my son’s teacher who told him never to use Wikipedia. It does a good job of laying out the pros and cons of Wikipedia. I learned a ton from the book and that’s good enough for me. Gotta run, the plane is loading.
Oh, heck, got 30 more seconds. Can I do another book review? Let’s try. This week I read “the New Influencers” by Paul Gillin. This is a great followup to our own book, Naked Conversations. Teaches you how news is built on blogs and other places now. Also recommended. OK, they are loading now, gotta run.
I’m sitting in Dallas waiting for a flight to Cancun. Oh, wait, this isn’t Twitter. Sorry about that.
Anyway, in SFO while waiting in the line to get to American Airlines counter a guy turned around and said “Thanks for doing those Adobe videos.” He was Aaron Pedersen, Interactive Architect at DHAP Digital. He’s working on a bunch of Web sites for Scion all with Adobe’s Flex.
Some things I learned from him:
1) It was the first time he’d heard of me.
2) Found me after Ajaxian linked to my videos.
3) Said my video did more for his understanding of the architecture of Flex/Flash than anything else on the Internet.
4) He’s looking into Silverlight but thinks he’ll stick with Flex for now because of the ubiquity and because it’s something he and his team knows and understands.
5) Is excited that Adobe open sourced Flex.
Disclosure: Adobe sponsors PodTech to do a variety of podcasts, but my show isn’t sponsored by them and my compensation isn’t tied to any sponsorship. Neither Microsoft nor Adobe paid me to either write about, video them, or had prior restraint on any of my work. My interview with Scott Guthrie at Microsoft wasn’t paid for either (PodTech paid all my expenses to go down to Las Vegas).
This is why I love having Seagate as a sponsor. If it weren’t for them I couldn’t do any of this work and they’ve been a dream sponsor.
Either way, I told him that I thought Silverlight is something he should look into because it’s very impressive.
Yahoo is up on rumors that Microsoft is wanting to buy it. Something to ponder as I travel to Mexico with Maryam today. Of course that is getting covered from all angles on TechMeme. I’m speaking at the Forbes Online Brand Management forum. I’m not being paid (they paid my travel expenses, but Maryam’s paying her own way down there). No link blogging or regular blogging until Tuesday (I’m going to a BEA thing on Tuesday in Atlanta, though, so not even sure I’ll be back until Thursday next week — too much traveling in my life).
UPDATE: it’s funny that Microsoft could end up paying a LOT more for Flickr and Del.icio.us than it would have paid if they had bought those when I told Gates to buy those. Sigh.