What you all are missing about Google
I’m surprised that even Kara Swisher has missed this. The bloggers are going nuts, once again, over the email that a Google lawyer sent to Microsoft regarding Microsoft’s proposed purchase of Yahoo.
Here’s what’s really going on:
1. Google doesn’t mind this deal going through at all. Google knows they will be able to outrun a “Microhoo.” Why do they know that? Because they’ve been able to outrun them both separately. As I said on Channel 5 news on Friday night: put two turkeys together and you don’t get an eagle.
2. Google stands to gain HUGE by slowing down this deal. Every month longer that this deal takes is tens of millions in Google’s pockets. Why? Well, the real race today isn’t for search. Isn’t for email. Isn’t for IM. It’s for ownership of your mobile phone. I met the guy who runs China’s telecom last week in Davos. He’s seeing six million new people get a cell phone in China every month. So, every month that Microsoft and Yahoo will be stuck in some courtroom arguing out why this is a good deal means money in the bank for Google as they close mobile phone deal after mobile phone deal.
3. Email is not where the money is. Google knows this. So, who cares that Microsoft and Yahoo have a monopoly there? There’s only one way to make money with the 600 million who are on either Microsoft’s Hotmail or Yahoo’s email: get them to join other services where there ARE ways to make money. Danny Sullivan told me that this deal is all about search. He’s right. But you gotta be able to get those 600 million people to not just use your email, but come over and use your search. Google is trying to slow down these teams from doing that. But Google knows that even if Microsoft and Yahoo join email and do a pretty decent job of integrating search into there that Google will still see more growth in both email and search than Microsoft and Yahoo together will see. Why? Have you compared Google’s offerings to the others? I have (I am a Hotmail user). Even though I am locked into Hotmail cause my email address is all over the Web I’d rather be on Gmail and Google’s offerings are better integrated and better designed.
4. IM is harder to monetize than email is. Do we really think Google is concerned about either email or IM? If they were they’d be pouring lots of resources into Gmail and Google Talk. Hint: Google isn’t doing that. Why not? Because they aren’t taking their eye off the mobile ball. They are hoping that everyone else does, though, by sending this note. It sure did work, too. Damn the bloggers all took the bait and either called Google arrogant or hypocritical or annoying. Google is all of those things here, for sure, but they are damn smart and are doing this for their own purposes.
Now, we can argue about whether this deal is good or not, or whether it’ll work out for Microsoft or not, but people, don’t take your eye off of what Google is really up to here. Google is having fun by causing Microsoft to react, not to mention that if its little note is taken seriously this deal will be slowed down by six months or more while government regulators look it over. Even in the best of situations it’s going to take a year for these two huge companies to integrate and figure out how to work with each other. So, every month that this gets delayed is gold in Google’s pockets.
February 4th, 2008 at 11:07 am
I’m put in mind of Russell Beattie’s quote, “If someone’s using a PC to demo the next big thing, then it’s not the next big thing…”
February 4th, 2008 at 11:16 am
Well Hotmail (or Windows Live Mail) may not match up to GMail, but as a long time user of Yahoo Mail I prefer it to GMail. In fact, using all three, I have to say Yahoo Mail remains my favorite. Perfect, no. But better than the others overall. Sure.
Oh and though I have no idea of the numbers remember that Yahoo offers paid-for email accounts.
February 4th, 2008 at 11:23 am
[...] (2/4): Robert Scoble’s version: Put two turkeys together and you don’t get an [...]
February 4th, 2008 at 11:25 am
Robert, you’re not locked in to email. The primary channel to you is your blog. You can set up anymail@scobleizer.com on gmail in minutes, then change the info on the blog, facebook, etc, then either forward hotmail to gmail ,or have it fetch.. c’mon, you know it’s not a big deal.
February 4th, 2008 at 11:39 am
Microsoft does lock people in, though, in that they don’t let you move your email out of their service via POP or IMAP. I just moved my grandma from webtv (acquired by M$) to a laptop and gmail.
Gmail provides both POP and IMAP access, as well as a POP fetcher to vacuum your mail out of another service into gmail. I was on the phone with microsoft support asking how I could get these emails out of a service grandma has paid for every month for over eight years. They basically told me I couldn’t, and to go pound sand.
They have no respect for their users’ ownership of their data, whereas Google does. This is an example of how Google is open and Microsoft isn’t, and shows plainly that Microsoft doesn’t give a shit about their users.
I suspect also that this general attitude and culture at Microsoft is a large part of the reason that geeks, including Jerry Yang, don’t like them, wouldn’t want to join them, and would rather take less money to do a deal with someone else.
February 4th, 2008 at 11:43 am
“Only old people use Yahoo mail.”
—High school sophomore.
February 4th, 2008 at 11:47 am
A year to integrate? I can imagine this taking a year to be approved by the various shareholders and goverment regulators, and all that time Yahoo won’t be letting Microsoft touch anything, just in case the deal falls through.
Unless Microsoft decides to reduce confusion by killing off it’s own products in the mean time, it will be next summer at the very earliest before the first Microsoft or Yahoo product is rebranded.
February 4th, 2008 at 11:54 am
…and if you put two hippos together, you get a lot of hippo dung…
February 4th, 2008 at 12:09 pm
Great article. I was looking for an analysis like this.
Charlie: see http://googlesystem.blogspot.com/2008/01/import-your-hotmail-messages-into-gmail.html
February 4th, 2008 at 12:10 pm
How can you say ‘we’ all missed something that doesn’t yet exist? C’mon Robert - reality check time. Google can want to ‘own’ whatever it wants but it has yet to prove it is anything other than a one trick pony. Search based advertising as I recall. So please don’t declare winners when something hasn’t been proven. Indeed all the evidence I’ve seen implies the last thing people want is ads on their mobile except in very limited circumstances like location based recommendations. And that will be permission based only. Hardly the same thing at all.
February 4th, 2008 at 12:19 pm
“Google’s offerings are better integrated”
I agree with everything you say except that statement. Microsoft’s consumer offerings integrate wonderfully well at http://home.live.com. That’s one thing that Microsoft are doing right.
Note I’m not talking about the quality of the services themselves, I’m saying that they integrate better than anyone else’s - that’s all.
-Jamie
February 4th, 2008 at 12:25 pm
“They have no respect for their users’ ownership of their data, whereas Google does. This is an example of how Google is open and Microsoft isn’t, and shows plainly that Microsoft doesn’t give a shit about their users.”
I really don’t understand this attitude. I know of only one company that provides an API that allows their customers to share their list of contacts/friends/whatever with ABSOLUTELY ANY THIRD PARTY without requiring that customer to give up their username/password to the third party. Go and search for “Live Contacts API” if you don’t believe me.
The person who posted the above quote also says Microsoft don’t provide POP support for hotmail. That is utter rubbish as well.
Give some credit where credit is due please. Or at least don’t discredit where it is NOT due.
-Jamie
February 4th, 2008 at 12:26 pm
I believe you are underestimating the importance of e-mail in the larger picture. E-mail matters because it is a place to integrate search and it contains valuable user data.
Your e-mail data is extremely valuable for personalized search. Having your e-mail integrated with your search provider allows search to be contextualized based on your current or recent e-mails, tasks, and your contact list (friends).
One example would be the ability to click on a named-entity within your e-mail and have it execute a personalized web search based on your interests and those of your contact list.
February 4th, 2008 at 12:28 pm
[...] along comes Scoble to explain to us why we’re all wrong and he knows better. According to Scoble Google doesn’t mind the merger and just want to tie up Microsoft and [...]
February 4th, 2008 at 12:34 pm
…”The bloggers are going nuts, once again, over the email that a Google lawyer sent to Microsoft regarding Microsoft’s proposed purchase of Yahoo.”
Really, Robert; an email from Google to Microsoft?
And yet you don’t link to such an email (from Google to Microsoft)?
That bit of major inaccurate reporting just cratered the rest of your follow-through.
Hire a proof-reader, kid.
February 4th, 2008 at 12:39 pm
[...] this proposed takeover/merger are not worth reading. There are a few good reads on it, though, and Scoble’s recent writeup is one of those. (TechCrunch has had some interesting articles on this, too.) Plus, the stories are [...]
February 4th, 2008 at 12:40 pm
Jay: if you haven’t already read it, then you are one of three people living under a rock. It’s all over techmeme and Google News.
February 4th, 2008 at 12:49 pm
No, Robert.
There is a blog post from David Drummond with Google Legal — to the reading public:
http://googleblog.blogspot.com/2008/02/yahoo-and-future-of-internet.html
And there are reports of a benevolent phone call from Schmidt to Yang.
But where are the reports of an email from Google to Microsoft?
I would be kinda fun to see such an email presented to regulators, no?
February 4th, 2008 at 12:59 pm
Either way, Google will win, if the deal goes through, Microsoft and Yahoo will be busy for at least a year trying to figure out how to integrate the company. I’ve never seen a company doing such a large merger quicker and let’s not forget the brain drain it will cause.
If they can pull it off that yahoo outsources it’s search, they should thank Microsoft even more…
Regarding email, that’s quickly becoming old fashioned, look at the youngsters they hardly use email anymore. IM is hotter, but there’s less possibility for adds or getting people to use it for search.
If i look at the mobile offerings, Microsoft is relying to hard on their own technology, while most mobiles don’t talk their language.
February 4th, 2008 at 1:11 pm
Did I miss it, or did you fail to actually say what the main thing is that’s being missed? You said what it’s not. Um, what is it?
To your points….
1) Seriously, Robert, Google does mind. Nope, two turkeys don’t make an eagle, but having those turkeys fight against each other rather than just one that pecks at you is still better.
2) Sure, Google wins in the short term. But what, you think that this is somehow something they were hoping for? Don’t get you here and what relevance this has.
3) So what if IM and email are harder to monetize. Google doesn’t want these two kids to get together and knows that pushing back on letting them have greater dominance in particular products may work as well for them in stopping the deal as is did for Microsoft giving Google bad PR on the DoubleClick deal.
February 4th, 2008 at 1:14 pm
Unless you meant it was around search, of course :)
February 4th, 2008 at 1:32 pm
I think #2 is the most valid point. It’s not only a short term gain, but it is a market share gained. If Google can pick up an extra 5-10% of the search market while uncertainty exists — that’s tough to get back.
February 4th, 2008 at 1:39 pm
@ Jamie Thompson:
“I agree with everything you say except that statement. Microsoft’s consumer offerings integrate wonderfully well at http://home.live.com. That’s one thing that Microsoft are doing right.”
Except, except…. “Problem loading page”. Can’t be anything to do with using Firefox can it? Nah. (Goes to look up a definition of “integrate”).
February 4th, 2008 at 1:40 pm
So as Google takes a strong stance against Microsoft’s unsolicited offer for Yahoo, what are we mere mortals to make of the battle of the titans of tech? It’s complicated - it’s messy - it’s turning hot - it’s no place for the weak. Take my two-minute test to see if you have what it takes to shape the future of the Internet.
February 4th, 2008 at 1:42 pm
The real race is for ownership of your mobile phone? Ummm…no, I have to respectfully disagree. This is about advertising. Period.
February 4th, 2008 at 1:57 pm
Never thought about why Google hasn’t really put too much effort into mail or IM before, Robert…nice call :) I think Google provides mail for one reason, a central way to identify yourself for their other services-the actual “email” aspect is secondary.
February 4th, 2008 at 2:08 pm
I’m sure Google doesn’t mind that their stock price is getting hammered ..now down to 457…
something is being missed for sure
February 4th, 2008 at 2:16 pm
Very interesting analysis, Robert. I do believe you sometimes see more things than other bloggers. This is why I read your blog occasionally.
My concerns are these things will delay the innovations and the cash flow in the valley.
February 4th, 2008 at 2:19 pm
This is about advertising and cloud computing.
February 4th, 2008 at 2:48 pm
[...] In the light of the hostile Yahoo! takeover [...]
February 4th, 2008 at 3:20 pm
I agree with you that this is less about Google v Microsoft than it seems - or at least its not a direct fight for search and advertising only.
I encourage you to read my post and see if we *bloggers get it* or not before you call us all nuts.
From my view point, Microsoft is going after the new internets - this includes mobile but extends to your car, tv, living room (gaming) and more. These are the new internets and no one has a lock on it yet.
February 4th, 2008 at 3:36 pm
What you’re really missing about Google is that while Microsoft and Yahoo are trying to catch up Google is already busy on its next stage of development - buying spectrum rights and changing entire way the communication market works.
Free, ad-driven, Wifi\WiMax\whatever based GPhone…
February 4th, 2008 at 3:45 pm
yeah and I got a screen capture of Jerry Yangs confidential memo to SEC :)-
http://peterdawson.blogspot.com/2008/02/jerry-yangs-confidential-memo-to-sec.html
February 4th, 2008 at 4:01 pm
“the real race today isn’t for search Isn’t for email. Isn’t for IM. It’s for ownership of your mobile phone”
there were 61 million Chinese mobile search users in 2007. This year, that number is expected to rise to 117 million (ref - iResearch). US search engine advertising spending in 2007 is $8.6 billion And spending nearly doubling to almost $16.6 billion in 2011 (ref – eMarketer).
I guess, the real race is for search (both in mobile/pc)
February 4th, 2008 at 4:05 pm
I have email accounts on all three. I would happily let my yahoo and msn mail die. They have been nothing but my spam collection emails for a few years now. But one thing I do like is that yahoo is good for fantasy sports and msn is coming alive with their spaces. But I have facebook and myspace and friendster. It all feels like too much. I am very pleased with my Google and Twitter fills in my blanks.
February 4th, 2008 at 4:09 pm
I don’t think Google really cares if this deal goes through. It is a dumb deal. Microsoft will never be able to mix the cultures of these two organizations. Microsoft will never be able to turn around Yahoo. Microsoft is desperate for a piece of the online advertising pie, and are willing to pay dearly for a chance at it.
So… what is this all about? I agree with the delay tactics mentioned above. But I also think this is about Google costing Microsoft BILLIONS of additional dollars. If Google can offer a great ad deal to Yahoo, all of a sudden Microsoft’s offer is less attractive. Yup… Microsoft will need to pony up BILLIONS more to make this happen. That is what it is all about, and it is BRILLIANT! Google is one damn smart company.
February 4th, 2008 at 4:11 pm
Yahoo Culture - What was, is, and Could Be
Lots of small Bay Area companies wanted to work with this EU telecoms giant, but the only survivor of the internet’s halcyon days to visit the lab (while I was there) was Yahoo.
February 4th, 2008 at 4:29 pm
Not that your conclusions are wrong, but I’d like to nit pick about the value of IM and email.
Three points…
Sticky. email and IM are always-on products. You want people to come back to your site? It takes an intervention (and you should know) to keep people from checking daily, if not hourly.
Mobile. email and IM are migrating nicely to mobile (pronounced blackberry). If you want to take your brand, and your customers, onto mobile platforms, compulsive checking and all, then you want active, compelling email and IM.
Presence. Contextual presence hasn’t filtered its way into many social applications yet. But you can see how sharing your availability might improve your experiences on a dating site, a sports forum, or job search. In the mobile world, presence triggers conversation, and talk pays.
Great post.
- Phil
February 4th, 2008 at 4:30 pm
[...] by Ron Coleman on February 4, 2008 Scobleizer: I’m surprised that even Kara Swisher has missed this. The bloggers are going nuts, once again, [...]
February 4th, 2008 at 4:43 pm
Scoble I forward all my old web mail addresses to my Gmail no lock in at all
February 4th, 2008 at 4:45 pm
The highest priority for Microsoft is Windows and Office, after all its is because Windows (including Vista) and Office that microsoft has just pulled off it greatest quarter ever.
If your analysis hasnt mentioned Windows or Office in a discussion about microsoft’s biggest ever bet, then your probably not following the money.
February 4th, 2008 at 4:45 pm
[...] 4, 2008 in Skweezer Robert Scoble writes that Microsoft and Yahoo’s attempt to merge is good for Google’s mobile ambitions. I [...]
February 4th, 2008 at 5:14 pm
Who knows why Google is worried about Microsoft/Yahoo transaction?
Big companies are complex beasts. Their business motivations are usually hidden. In the case of Microsoft’s hostile takeover bid for Yahoo, motivations are harder to understand. Microsoft and Google both have a history of not answering (and not l…
February 4th, 2008 at 5:18 pm
Scoble - interesting insights but I doubt your point about email is right on target.
There is still a very strong motivation to start daily information consumption cycle with email (yes sometimes before morning leak!). Any idea how much money Google makes every time you open Gmail? Nobody wakes up in the morning to go and hit Google for search. There is no motivation there. Email brings motivation.
Also users read their email slowly (read more attention to whatever ad you might have on sidebars) , whereas on search pages/content sites we all become scroll monkeys. This is an important distinction and will become important as marketers draw user attention graph and place their budget accordingly.
Without email, there will be less motivation for making search queries. Same as first point. If my motivation and context is not overlapping, I will generate less queries. Less search queries for Google means bad news.
Brij
http://tinyurl.com/2cu7db
February 4th, 2008 at 5:38 pm
[...] bad code. (Geeky and only amusing to other software engineers)Robert Scoble has an interesting viewpoint on the Microhoo ballyhooSome stuff about Enterprise Library 4.0 Posted: Feb 04 2008, 11:00 PM by [...]
February 4th, 2008 at 5:49 pm
Robert - I think you’re trying too hard to make up for lost time on the Microsoft-Yahoo story. It’s patently absurd to think Google “doesn’t mind” if the merger’s approved. Of course Google’s playing politics. But the goal is hardly to keep Hotmail users from searching on Live Search.
I have to agree with Danny that you haven’t told us what EVERYONE missed. Nice headline, great linkbait, calling out Kara Swisher - good tactic. But what did Kara miss in her very funny take on translating David Drummond’s legalese?
This deal is all about sesarch — paid search, natural search, universal search, local mobile search, social search. Take your pick.
Sure Google’s doing mobile deals. They did before the msft bid; they will regardless of its outcome.
February 4th, 2008 at 5:49 pm
Microsoft already has Windows Mobile. The clear leader in Mobile OS. Over time Microsoft will close the gap in search, just like every other time. PC OS, Office Suite, Outlook, SQL Server, Xbox 360 the list goes on and on and on. Don’t forget the Microsoft Story. If anything, The mere fact that Google exists will allow Microsoft even under anti-trust to gobble up Yahoo. A few years from now Microsoft with own search. If they don’t, it will be by design. #2 with 49% market share ain’t so bad as long as it keeps you under the radar of government regulation.
February 4th, 2008 at 6:11 pm
Robert - if you want to switch away from Hotmail (which I’d hate to see but…) you can do it just by using the forwarding feature. We implemented it for people interested in using other mail services, so there’s nothing stopping anyone from using the service they like best. I believe it’s a premium feature ($19.95/year) to forward to an external address.
BTW, this was funny: “So, every month that Microsoft and Yahoo will be stuck in some courtroom arguing out why this is a good deal means money in the bank for Google as they close mobile phone deal after mobile phone deal”
…because I can almost guarantee that the same people “arguing in courtrooms” wouldn’t be the same people writing code or making mobile deals :) Ah well.
February 4th, 2008 at 6:49 pm
Nice try, Robert. Only, no matter how you put it, Microsoft does seriously endanger the balance in the force with this deal.
We all know that it is their intent to create an Internet monopoly like they created an OS-Monopoly and Office=Software monopoly before. If it can be done or not is another question.
But if—as a result out of this—Google and Yahoo end up as a strategic team, this day might as well go into tech history as Microsoft’s Waterloo.
With nothing left but the “trainwreck” (M. Arrington) that Microsoft has turned its online services into, they will have lost the online battle with Google for as sure as sure can be.
What most people miss about Microsoft: The hostile Yahoo! takeover is already another major blow against their own brand. People are sickened by this kind of Tyrannosaurus Rex attitude. That this comes just one week after MS Ex-CEO Bill Gates “issuing a clarion call for a ‘kinder capitalism’ to aid the world’s poor”speaks volumes.
February 4th, 2008 at 6:55 pm
M$HOO for you Mr Scoble.
February 4th, 2008 at 7:25 pm
I have been a regular user with yahoo, until recently when I joined msn wapsite, needed for my mobile. My experience with yahoo has been fabulous and I will never be able to discard it. GMail, no doubt, is fast as compared to any other service provider and it is early to judge its capabilities. I am looking forward to its other big promotional offers.
February 4th, 2008 at 7:27 pm
Robert, I didn’t understand point #2 at all. MS have phone offerrings (Windows Mobile et al), and Google still has something called Android on the drawing board. MS continued to develop their WM stuff during protracted scuffles with EU, DoJ, etc .. what’s to stop them from continuing development while the legal eagles work out the Yahoo deal?
Point #2 just seemed completely gratuitous and wrongheaded to me.
February 4th, 2008 at 7:36 pm
Not sure Google is being so hypocritical about it.
However, I do agree, that the longer Microhoo takes, the better it is for Google.
BTW, I love the quote in #1.
February 4th, 2008 at 8:02 pm
What makes you think that webmail isn’t profitable, Robert? That doesn’t make sense. It has rock bottom content costs and sky high engagement.
The only overhead is for coders, hosting and storage, which are a non-negotiable part of almost all web apps.
February 4th, 2008 at 8:09 pm
And the example you gave above is why I make a point not to publish any of the backend email addresses I’ve used at various point in my life. In fact, just the other day, I changed my GMail username. Everything just worked. I forwarded my old GMail account to the new one, and changed over my primary address at my own domain to match. I can change email service providers on a whim without any trouble at all.
February 4th, 2008 at 9:12 pm
Robert -
1) Isn’t there a big notion that one’s social network resides in email, people whom you email a lot etc. So, maybe email is actually a bigger play than we think. Our darling Facebook has email in its crosshairs
2)Yahoo has been adding mobile partners frequently and is already ahead of Google with 40% subs in Asia! Here is Eric’s article on it:
http://www.reuters.com/article/businessNews/idUSN1252165220071113
Here is is its status in Latin America:
http://www.reuters.com/article/companyNewsAndPR/idUSN1251886420071113
3) IM is big if one thinks what is social really means offline - a huge component of our relationship is synchronous and the more synchronous engagements one has, it shows the depth of a relationship
Curious to hear your thoughts
February 4th, 2008 at 10:15 pm
[...] Robert Scoble hails HE is the one who knows what Google is really up to with Microsoft. Fred Wilson hails HE is the one who knows what Yahoo! should really be up to without Microsoft! [...]
February 4th, 2008 at 10:22 pm
hotmail= a piece of proprietary crap. msn=more of the same. MS is battling a big ZERO in the internet space, wonder why? … its krama being visited on them for their scandalous practices in their apps and OS. Say goodnight Ballamer..
February 4th, 2008 at 10:25 pm
I agree with 34, this post seems waaay late, all over the map and making any reference to hotmail makes me chuckle to no end. Its great link bate, ya got on techmeme radar but I think yer analysis is way off.
I think google and yahoo are kindred spirits, they need each other, and they both know microsofts reign is nearly over.
February 4th, 2008 at 11:19 pm
Wow! And to think companies pay huge amounts of money to analyst firms like Gartner and investment firms like Lehman Bros for insight when they can get seat of the pants inexperienced and obvious analysis like this for free!
February 4th, 2008 at 11:34 pm
[...] mais, en bon stratèges ils ne font que semer un peu d’incertitude chez l’ennemi. Robert Scoble est convaincu que le temps joue en leur faveur . Chaque mois gagné leur permet de se remplir encore plus les poches et de mieux préparer leur [...]
February 5th, 2008 at 12:03 am
No doubt its in Google’s best interest to slow this deal. Obviously they have no leg to stand on with repect to antitrust. If anyone who will face antitrust with respect to the internet its them. But am I the only one who hates their whining? I almost believe they believe it. I’ll tell you this though, it sure will be interesting to watch this from afar.
February 5th, 2008 at 12:18 am
Google is freakin overrated. Who cares about whatever a “technology company” does when 99% of their income derives from advertising.
Get a live. The web 2.0 bubble is about to burst.
February 5th, 2008 at 12:54 am
Being in India, i still have not got proper access to internet through mobile.. But 2 applications that i would love to have in mobile is Email and IM.. rather than other services of internet… so microsoft & yahoo starts with a big advantage with the monopoly they have in this service.. and easily use them to further their business interest in mobile internet… :)
February 5th, 2008 at 5:12 am
I agree that Google hasn’t much to fear from that acquisition. If you lock in 200 million e-mail users or half a billion doesn’t make much difference, both are already extremely big in e-mail.
I think Google simply wants to annoy Microsoft. Microsoft complained about the Doubleclick-acquisition (and they were right with their complaints), now Google complains about the Yahoo! acquisition. (Again, they are right to complain. But it’s not Google who has to worry, it’s all the smaller competitors.)
February 5th, 2008 at 5:58 am
[...] Robert Scoble: What you all are missing about Google [...]
February 5th, 2008 at 6:05 am
[...] from adding my own two-cents to the crazyness around the Microsoft-Yahoo bid, but after reading Robert Scoble’s post today on why Google gains from slowing down the deal with their needless rants and why the [...]
February 5th, 2008 at 7:30 am
Microhoo! Love it, though I prefer “YahSoft!” (Think of that in a Northern English accent).
I kind of think though that Yahoo will become gobbled up & lose its identity in the merger, becoming Just Another MSN Type Service.
February 5th, 2008 at 9:56 am
[...] di DoubleClick da parte di BigG), i commenti si susseguono da più parti. Robert Scoble parla, ad esempio, della volontà di Google di rallentare il possibile accordo tra Microsoft [...]
February 5th, 2008 at 10:22 am
Im surprised that Google even commented given Google have a massive share of online advertizing id keep quiet and not draw attention to my self.
And why is the GC commenting isn’t that Erics job ? if I where the GC I would be paying more attention to that age descrimination case thats in the works and making sure i’me not being set up as the fall guy if it all goes pear shaped
February 5th, 2008 at 10:46 am
[...] more about the challenge of monetizing Email and IM - or the inability to in the rest of the post. Bookmark Hide [...]
February 5th, 2008 at 11:50 am
[...] of Hotmail (Windows Live Mail) and Yahoo could well be way ahead of what Gmail has. But as Scoble indicates, is there any solid reason for Google to be really worried about this deal? Of course, officials at [...]
February 5th, 2008 at 12:00 pm
[...] There are sometimes when I am glad I don’t get right on a story to blog it. This weekend with the Microsoft-Yahoo news it was a matter of being sick and not really having the brains to muster a descent post. I think I’m better enough to give this a shot, good thing too, because I like Scoble’s addition to the discussion: 1. Google doesn’t mind this deal going through at all. Google knows they will be able to outrun a “Microhoo.” Why do they know that? Because they’ve been able to outrun them both separately. As I said on Channel 5 news on Friday night: put two turkeys together and you don’t get an eagle. Source: What you all are missing about Google « Scobleizer — Tech geek blogger [...]
February 5th, 2008 at 12:03 pm
[...] homerun -> Scoble’s [...]
February 5th, 2008 at 2:20 pm
And I was beginning to worry that your supply of Google Is Sooo Awesome posts had dried up :-)
There seems to be a suggestion that Microsoft is incapable of two things at once…surely there is nothing to prevent them going after mobile business while the lawyers happily savage each other? Admittedly they have other problems in increasing their share of that market, but I can’t honestly see how the Yahoo fiasco (’cos let’s be honest, it’s pointless) has any bearing on that at all.
February 5th, 2008 at 3:14 pm
[...] Silly Valley: Microhoo. Who cares? Isn’t Google’s reaction more interesting? There’s not much that Yahoo can bring to Microsoft; and vica versa. Quoting Robert Scoble. [...]
February 5th, 2008 at 3:51 pm
[...] non è per il search, per l’email o per l’instant messaging - scrive Scoble - ma è per la telefonia mobile”. Sarebbero dunque le mire sul mercato dei cellulari [...]
February 5th, 2008 at 5:35 pm
How is MS going to monetize Yahoo’s content like this stuff?
http://www.flickr.com/photos/hoppy12002/1425538394/favorites/
http://flickr.com/photos/9298120@N02/1436183650/
http://www.flickr.com/photos/14619821@N04/
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February 5th, 2008 at 7:56 pm
In the end, all of this posturing, big fish eating smaller fish — none of it matters.
In the end, we will all still use the Internet, email, IM, various services, etc.
So what if MS buys Yahoo. Google will make money, MS/Yahoo will make money. All that seems to matter to the overly rich players is more and more profit.
It boils down to simply money. Again, who cares. The Internet will still work.
February 5th, 2008 at 10:11 pm
[...] why Google is not really affected by the rumors that Microsoft wants to merge Yahoo with them? Scoble has ideas about it like: Google knows that even if Yahoo and Microsoft will merge as MicroHoo, [...]
February 6th, 2008 at 2:11 am
Even in India … where the Cell Phone / Internet Industry is growing like anything .. .Google is trying to tie up with major cellphone / internet providers like reliance . They’re getting beyond search for sure . In face the mobile phone is like a mini-computer after all.
February 6th, 2008 at 3:27 am
[...] Robert Scoble: Microsoft to buy Yahoo: Ray Ozzie roars y What you all are missing about Google [...]
February 6th, 2008 at 7:38 am
Ah but for people who like turkey .. if I put two together I get a bigger turkey ….
mmmm turkey !
February 6th, 2008 at 8:27 am
Aside the money (cause Microsoft earns more than Google anyway)… email and the social graph API could make something really useful. MS Yahoo! could even use it in their next gen Yahoo 360 which will revolve around email. Using the Google API would be cool to get it to kick off fast. They might need to create their own API later to keep control of their product but heck! It would annoy the pants off Larry and Serge :p (I love Google by the way, I just don’t worship them. Idem Microsoft, I don’t like them, but I don’t hate them)
February 6th, 2008 at 8:44 am
“if I put two turkeys together; I do not get an Eagle, but- I do get FOUR DRUMSTICKS”, JUST A THOUGHT
February 6th, 2008 at 10:59 am
[...] week, Robert Scoble wrote: So, every month that Microsoft and Yahoo will be stuck in some courtroom arguing out why this is a [...]
February 6th, 2008 at 12:07 pm
[...] Scoble - What you all are missing about Google: Every month longer that this deal takes is tens of millions in Google’s pockets. Why? Well, [...]
February 6th, 2008 at 2:04 pm
[...] do happen to think that Robert Scoble has called exactly what Google is doing in it’s work to oppose the bid: Google stands to gain HUGE by slowing [...]
February 6th, 2008 at 9:15 pm
[...] advertising, social search, Yahoo Scoble… you sneaky opinionated geek… But his take on the Microsoft/Yahoo/Google race is probably true.I personally and professionally think the most [...]
February 6th, 2008 at 10:08 pm
When the titans clash, there is freedom created as a by-product for the little guy.
February 7th, 2008 at 12:43 am
Fake Steve Jobs writes that the Microsoft-Yahoo merger won’t work. “Here’s why. It’s like taking the two guys who finished second and third in a 100-yard dash and tying their legs together and asking for a rematch, believing that now they’ll run faster.”
The BBC reports: It’s clear the search giant (Google) is determined to stop this deal. “We’re very nervous about it,” a Google insider told me. “Microsoft is so huge it can just hire a couple of thousand engineers at the click of its fingers and put them to work on any problem.”
If we replace Fake Steve Job’s 100-yard dash example with a tug-of-war example, the results change. If we tie the two guys who finished second and third together and ask for a rematch in tug-of-war against the guy who finished first, I would bet on two guys being able to out-pull one guy.
More at my website: http://www.GstockReport.com
February 7th, 2008 at 7:13 am
[...] came across this take the other day about Microsoft’s takeover bid for Yahoo! I don’t often read [...]
February 7th, 2008 at 9:26 am
[...] enjoyed “What You All Are All Missing about Google.” The best sentence in the essay is, in my opinion: “As I said on Channel 5 news on [...]
February 8th, 2008 at 2:29 am
robert, you might not remember me but we spoke briefly via email as you were on your way to london in december for a conference.
as far as mobile web, you should check out http://www.quobile.com. it’s a site for mobile phones that takes out all the stuff you don’t need and works faster than any others. it also has blogs and local news optimized for mobile.
February 8th, 2008 at 6:28 am
[...] the week (month/year?) is the $44.6 billion offer from Microsoft to acquire Yahoo!. Robert Scoble blogs the intelligence of Google’s email and Dave Winer drops thoughts on Yahoo’s options based on TechCrunch blogger Mike [...]
February 8th, 2008 at 8:24 am
Robert –
I totally agree that the next big game is in mobile. (See my post Static on the Dream Phone, in which I complain that the NYT took out the most important line from my op ed, namely that Google’s mobile initiatives are their most strateg