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November 16, 2007

Microsoft Hallucinating? Or Planning to Buy Yahoo?

ballmer-hands.jpg

I'm going to go out on a limb here and assume that Microsoft division president Kevin Johnson is not a moron. So I'm also going to assume that, when Johnson said yesterday that Microsoft plans to grow its search share from 10% to 30% and its online ad share from 6%, he could not possibly be imagining that Microsoft could do this on its own.

So how could Microsoft actually achieve those goals?

Answer? (And there's only one). Buy Yahoo.

Buying Yahoo would give Microsoft 30% search share instantly. It would also boost Microsoft's ad share close to that 40% goal.

I continue to think that a Microsoft acquisition of Yahoo would be disastrous for Yahoo (not to mention creating an annoying one-time tax hit for us long-term Yahoo shareholders). But what such an acquisition would do to Yahoo is irrelevant. If Microsoft comes in with a Murdoch-like offer, Yahoo won't be able to refuse.
 
See Also:
Microsoft's MSN: Still Sucking Wind After All These Years
SAI's Microsoft Online Key Data Spreadsheet

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Comments

It's so weird to me the big debate over recession vs. not a recession. I know you posted this way back in November, but I was just on another blog and they are painting a rosy picture of the current and near future economy. I was on http://fisher-investments.typepad.com. When will we know who's correct?


Hallucination is generally a very bad thing, especially when small mystical creatures are involved. But Microsoft Research has published a paper today that makes hallucination a lot more interesting, and a lot more useful. It’s a set of algorithms, tools and magic when combined, allows users to ‘hallucinate’ high-dynamic range in low-dynamic range photographs.
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Hallucination is generally a very bad thing, especially when small mystical creatures are involved. But Microsoft Research has published a paper today that makes hallucination a lot more interesting, and a lot more useful. It’s a set of algorithms, tools and magic when combined, allows users to ‘hallucinate’ high-dynamic range in low-dynamic range photographs. What they can do will blow every HDR photographer away, which is becoming the fad of the decade.We introduce high dynamic range image hallucination for adding high dynamic range details to the over-exposed and under-exposed regions of a low dynamic range image. Our method is based on a simple assumption: there exist high quality patches in the image with similar textures as the regions that are over or under exposed. Hence, we can add high dynamic range details to a region by simply transferring texture details from another patch that may be under different illumination levels.
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