Sonic Money is a sounding board for my personal investments strategies and stock research. It will be updated in real time. As I make moves in these financial waters you will be able to either join in or watch from the sidelines. Either way my goal is to make money every day through picking long term stock winners, shorting stocks that shouldn't be posting gains, betting on sectors that are experiencing tremendous growth, and posting profits that make people take notice.

Friday, February 1, 2008

More thoughts On MicroHoo - The Microsoft Yahoo Merger

The two together will make them #2. Companies only care about marketing to the lion-share which is Google and if they had to make a choice in a bad economy they would choose Google.

Watch this deal closely - several months from now - you will see this was not a good idea. Microsoft doesn't need to pay 44 billion for the #2 spot when they get there by web enabling Microsoft office and outlook.

This will be look at as a bad move by Microsoft. I know they can afford some miscues but Yahoo users will abandon this MicroHoo combination because both companies are not interested in securing web users anonymity.

They feel as if Microsoft is big brother. Yahoo had bad press recently with keeping users identities from the Chinese government. I think it caused someone to loose there life.

Google gives their users the ability to turn off web search history and have been very vocal about keeping web surfing patterns private.

Trust me if this deal happens MicroHoo will find out that a lot of users will migrate to Google.

What is to become of us should Microsoft succeed in buying out Yahoo?

I found this on the Yahoo Answers board. It's always interesting to see what the actual users of Yahoo think. I found 5 negative comments and no positive comments. Not a good sign. Read the questions and answers below or view them online at http://answers.yahoo.com/

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What is to become of us should Microsoft succeed in buying out Yahoo?
Answers (5)

1st Time Mummy 2 be


It would mena a million new rules and regulations and then they would close it down anyway

me
Probably will be for the worst.

vybes_so...


Yahoo would be moved to www.MSN.crap

zedkay


we might end up with hotyahoo.com

claire


It'll probably mean that mircosoft get rid of this place and the yahoo home page get's changed to the mircosoft page and yahoo looses everything unique to them and they might scrap Yahoo! Mail which i really hope wont happen

Making A Move - Buying EBAY & Betting Yahoo Won't Accept Deal

Okay took some 1 and 3% loses and liquidated some funds to make a move. It makes sense that Google may try to buy EBAY to counter Microsoft's move. It also makes sense that Yahoo might not accept this deal since there stock Microsoft would be getting this company at a steal and this jump in price is also kind of unjustified since the purchase wont go through until the middle of the year.

Microsoft/Yahoo what it means for Google

Today's big news is that Yahoo is being taken over by Microsoft. Since both of these stocks would not be good trades lets look at Google and what this means for the search giant.

It means that the stock price will go down in the next week or two. Maybe by as much as 100 points. So you have a good shorting opportunity on this stock if your can get in today around $560.

In the short term people will think that Microsoft/Yahoo merger is a good thing. It is not. Let me be clear Microsoft's search is horrible and its community tools are very lacking (I have used them on many occasions and can speak as an expert on this topic). The people who are loyal to Yahoo will hate changing over to MSN mail or any of the MSN tools. There will be chaos. Eventually earnings will get released and this merger will still be hanging on the books.

Now lets look at Google. Their tools are incredibly robust and easy to use. They are becoming the champions of securing your search patterns and giving the user control of if a history is kept on them or not. Google is making it easier and easier to implement ads on your personal site or blog to generate revenue. They are way ahead of the curve and this will be brought to the forefront by some analyst who thinks they are awesome for figuring his out.

Listen folks lots of people have Yahoo mail and Microsoft Office is a great app that I hope they take online one day but both of these companies do not equal Google. Take it from n objective technies point of view. Sell Google short in the near term and pick up once this news dies down about how wonderful MicroHoo is going to be.