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aces25

10 months ago

in Mozilla: The browser as operating system on Mathew's comments
jumping on the bandwagon-- this is not a new concept. there are already implementations of this in the real-world facebook mail, Y! shortcuts... they can certainly stand to be improved but lets try to improve these in and take lots of little small steps in doing so rather then building and then crashing the hype cycle around these announcements.

1 year ago

in Microsoft: We ain’t gonna tell you about Windows 7 on Scobleizer
MS Office 2007 is a pretty damn good product -- so while you may disagree with his communication approach he actually delivers really good products and delivers them on schedule.

1 year ago

in How Yahoo! Can Get Out Of The Microsoft Bear Hug on A VC
Lots going on in this post --- frankly your a bit all over the place... but lets address a few things:

*How has flickr gotten worse under Yahoo!?

*If Yahoo! outsources search to Google why would this be a core part of the new Yahoo! company...what would these people do manage the Google relationship:-)

*You say that Yahoo! should sell the other assets by which I assume you mean things like Y! Personals, Local, Shopping, Travel, Finance, etc. Who will want to pick those things up without some very rigid traffic guarantees from Yahoo! which will effectively tie the hands of the Y! homepage and other products within Yahoo!?

*<So Jerry and the Board of Yahoo! should resist the bear hug and split up Yahoo! instead. It's the right thing to do for the company, it's the right thing to do for the shareholders> Why is this the right thing for shareholders --- there is an offer of $31 a share on the table and maybe even $34 --- I don't see how splitting it up will get anybody Yahoo! shareholders closer then $25 (and that assumes that they could get a nice premium for the Y! Japan and Alibaba assets)
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fredwilson's picture
fredwilson aces -

* see my comment above on flickr. it's languishing under yahoo's ownership.

* new Yahoo! would get the cash flow from its Google deal

* the traffic guarantees could be for a limited time, enough time to establish direct relationships with the audiences/users

* Yahoo Japan and Alibaba are $12/share. New Yahoo with a Google deal will be worth at least $16/share. that's $28/share. and i am sure that you could get another $3-6/share selling off all the other assets.

think of this like what H&F did with Doublelick a few years ago. the board and managment of DLCK was tired. so they sold to someone who had the imagination to extract value. it was one of the best tech buyouts ever done.

1 year ago

in The Times Are Indeed Changin' (continued) on A VC
This is actually a good thing --- startups will be forced to actually start developing some new ideas rather then replicating the successes of flickr, wordpress, digg, etc. Its about time that a new wave of innovation begin.

BTW --- why would you think that I am interested in a charm bracelet --- doesn't seem like you are really hitting the target market with those ads on the lower right rail?
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