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A tale of 2,5 companies



       (and    )
• What are Google and Yahoo’s main
  differences and similarities ?

• Who’s winning the Internet battle?

• What will happen with the Yahoo’s
  takeover by Microsoft?
They shared a common
          ground…
• Both companies …
  – …were founded by college grad students in
    Silicon Valley…
  – … aimed to be the biggest Internet revolution
    (and they, in fact, were!) by helping internauts
    to find their way through the net
  – … have become the biggest threat to
    Microsoft ever since it was founded
… and basically do the same
             thing



• On line advertising (the rest is bullshit)
… but adopted different
        business models



• Search engine-based       • Partnership-based
  model                       Portal
• First the service, then   • Multiple business
  the business model          models / Diversified
  (AdWords)                   income
• Win-win approach with     • Nothing outside my
  other sites (AdSense)       website
None has achieved in
            everything…



•   Innovation      • Fast imitating
•   Automation      • Customization
•   Simplicity
•   Brand
… but the market has declared
 a clear winner up to now…
What does Microsoft add to
             this?
• Needs to reinvent itself
  – Expected limited growth in cow-business
    (Windows)
  – Digital world opens the door to new
    challengers: Linux, Apple, Google
• Desperately seeking Internet partner
  – Forced to act after losing ground to Google in
    the online advertising business.
  – Can’t wait for a Google – Yahoo alliance
  – There are no other purchasing options
What will happen?
•   Yahoo will reject turnover… at current
    proposed price
•   Microsoft will increase price (they have
    no choice, remember?)
•   Yahoo will accept

•   Microsof will fail in the Internet again

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A Tale Of 2,5 Companies

  • 1. A tale of 2,5 companies (and )
  • 2. • What are Google and Yahoo’s main differences and similarities ? • Who’s winning the Internet battle? • What will happen with the Yahoo’s takeover by Microsoft?
  • 3. They shared a common ground… • Both companies … – …were founded by college grad students in Silicon Valley… – … aimed to be the biggest Internet revolution (and they, in fact, were!) by helping internauts to find their way through the net – … have become the biggest threat to Microsoft ever since it was founded
  • 4. … and basically do the same thing • On line advertising (the rest is bullshit)
  • 5. … but adopted different business models • Search engine-based • Partnership-based model Portal • First the service, then • Multiple business the business model models / Diversified (AdWords) income • Win-win approach with • Nothing outside my other sites (AdSense) website
  • 6. None has achieved in everything… • Innovation • Fast imitating • Automation • Customization • Simplicity • Brand
  • 7. … but the market has declared a clear winner up to now…
  • 8. What does Microsoft add to this? • Needs to reinvent itself – Expected limited growth in cow-business (Windows) – Digital world opens the door to new challengers: Linux, Apple, Google • Desperately seeking Internet partner – Forced to act after losing ground to Google in the online advertising business. – Can’t wait for a Google – Yahoo alliance – There are no other purchasing options
  • 9. What will happen? • Yahoo will reject turnover… at current proposed price • Microsoft will increase price (they have no choice, remember?) • Yahoo will accept • Microsof will fail in the Internet again