Top Items:
Michael Arrington / TechCrunch:
News Corp. Scrambles To Bid For Yahoo — The rumors keep on rolling around the surprise semi-hostile Microsoft bid for Yahoo this morning. Sillicon Alley Insider says they've heard that a couple of hedge funds were already preparing their own bids for Yahoo, and were (or perhaps still are) days away from making their move.
Discussion:
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Joe Nocera / New York Times:
A Giant Bid That Shows How Tired the Giant Is — Oh, how the mighty have fallen. — This may seem like an odd way to characterize a company that just announced its willingness to plunk down $44.6 billion to make its first hostile takeover ever. A company that will probably generate …
Bill Burnham / Burnham's Beat:
Microsoft/Yahoo: A Bad Deal For Silicon Valley — There's a ton of discussion today about Microsoft's unsolicited bid for Yahoo. Much of the discussion focuses on whether or not the deal is a good thing for Microsoft, Yahoo or Google's shareholders. While it's possible it could be a good or bad deal …
Fred / A VC:
The Times Are Indeed Changin' (continued) — In the interview with Sam Gustin last week, I said: … It looks like that scenario is coming true faster than I thought when I uttered those words. As Bill Burnham (not my partner Brad Burnham) said in a post yesterday on the YHOO-MSFT deal:
Henry Blodget / Silicon Alley Insider:
News Corp Trying to Mount Yahoo Bid (NWS/YHOO) — TechCrunch reports that News Corp is also frantically trying to put together a competing bid for Yahoo, with the help of private equity firms*. This makes sense, given News Corp's previous interest in trading MySpace for a big Yahoo equity stake.
Discussion:
Mashable!
Louise Story / New York Times:
Deal That May Create More, Not Less, Competition — In most industries, a merger of two major companies would cause everyone else to panic over a decline in competition. — But in the case of the online advertising market, advertising and media executives said on Friday that they liked the prospect of a combined Microsoft and Yahoo.
Discussion:
Los Angeles Times, Traffick, Valleywag, Mashable!, Clickety Clack, Forbes and CNET News.com
Duncan Riley / TechCrunch:
Microsoft-Yahoo: What Will Stay And What Will Go? — While the tech world waits to see whether Yahoo will accept Microsoft's $44.6 billion takeover bid, Microsoft and Yahoo employees sleep restlessly at the prospect of massive staff cuts if the takeover goes ahead.
Dan Mitchell / New York Times:
Bullish About the Web — ONLINE ADS: WINNERS AND LOSERS — Perhaps because a Jan. 2 report (pdf) by JPMorgan Chase on Internet stocks ran 312 pages, it took a while for many bloggers to digest it. “Nothing but Net,” written by Imran Khan, a stock analyst, and his team at the investment bank …
KathrynV / DSLreports:
Spectrum Auction: $18 Billion and Beyond - B-block gets all of the attention while D-block remains ignored — Bidding at the FCC spectrum auction exceeded the FCC s $10 billion goal earlier this week. Although bidding has started to slow down, the total amount of bids surpassed $18 billion yesterday …
Nilay Patel / Engadget:
iPhone takes on semi, lives to tell the tale — We though we'd seen it all when it came to creative device destruction — iPod with a bullet: check, exploding laptops: check, everything in a blender: double check — but we've never seen anything spend over an hour on the highway and survive.
Discussion:
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BBC:
In pictures: Mobile design competition — Royal College of Art students were set the challenge of designing a mobile phone to “outperform, outsmart, and outmanoeuvre everything on the market”. — One of three winners in the competition, sponsored by 3, was Vase.
Alexander Rose / Long Views:
Decision: Blogs vs. New York Times — February 1st, 02008 by Alexander Rose — Long Bets has arrived at a decision for Long Bet #2 between blogger Dave Winer and Martin Nisenholtz of the NY Times. At stake is US$2000.00 plus half the interest that has accrued over the last 5 years in the Farsight Fund …
Jeff Atwood / Coding Horror:
Every User Lies — Heidi Adkisson notes that features sell products, but the people buying those products often don't use the very features they bought the product for in the first place. … It's interesting that Heidi used the hedge phrase “may be different” when her own study data showed …
Arn / MacRumors:
MacBook Air 1.6Ghz HDD vs 1.8Ghz SSD Benchmarks — Many readers are reporting shipments and delivery in our MacBook Air forum. First impressions and notes of the MacBook Air are being compiled in this thread. — Few head to head comparisons between the Solid State Drive (SSD) …