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摘要:The first rule of being cool is not telling people you want to be cool. Yahoo is not following this rule, with its M&A team in full pray-and-spray acquisition mode post-Marissa Mayer hire, hitting on everything that walks, or at least has traction.
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趋势网(微博)讯:

The first rule of being cool is not telling people you want to be cool. Yahoo is not following this rule, with its M&A team in full pray-and-spray acquisition mode post-Marissa Mayer hire, hitting on everything that walks, or at least has traction.

I’ve heard rumors that Yahoo was trying to get into the following deals over the past couple of months: Foursquare (at an $800 million asking price). Path (at a $2 billion asking price). Pinterest. Hulu. Zynga. Daily Motion. And at a smaller scale: Gdgt. Wavii. Media Ocean (?). A spate of others. And now Tumblr. “Literally they talk to everyone,” said one person familiar with the matter on the matter.

There was a kid in my high school who used to buy the popular kids lunch so he could sit with them. Yahoo has become that kid. At a reported $1b Tumblr would be a pricey picnic, about 1/4 of the cash Yahoo has on hand.

But it could work if it goes through, which I don’t think it will. A Tumblr buy fixes the issue of declining Yahoo traction, particularly amongst us wild, mobile-addicted youth. Yahoo, which wants to be a “key part of everyday life,” is limited by the fact that young people don’t want to use it at all, let alone every day. Tumblr is the exact opposite, hitting the sweet spot of mobile, social communications, messaging and viral distribution — Even bringing in some coin in the process.

Just to heap another dollop of speculation on top of this already absurdly speculative post: It wouldn’t be surprising if Google was also courting David Karp, as Mayer, a former Googler, still thinks like she’s in Google M&A, “Hey, a critical mass of people are using it … Let’s buy it and stick ads on it!.” Imagine what the social blogging platform could do to revive Google+ engagement and content creation … And how much more it would be worth to Google?

And it certainly makes sense for Yahoo to explore this strategy as well, in its larger, non-acquihire

变得沉着冷静的第一要义是不要告诉别人你想要变成这样。雅虎公司没有遵循这一规则,它的并购团队在充分祈祷和喷雾式采集模式后雇佣Marissa Mayer(玛丽梅沙耶尔),它打击一切在运行的事情,或者至少是牵绊这些事。

我曾经听闻谣言说在上俩个月雅虎正尝试进入收购以下公司:Foursquare(8亿美元的要价),Path(20亿美元的要价),Pinterest,Hulu. Zynga,Daily Motion。还有较小规模的公司:Gdgt. Wavii. Media Ocean,接二连三的收购其它公司,还有现在的Tumblr。“从字面上看他们是这样对别人说的。”一个熟悉了解此事的人说的。

在我高中的学校有一个同学过去常常给受欢迎的同学买午餐,这样他就可以和他们坐在一起。雅虎变成和那个同学一样了。据报道,价值10亿美元Tumblr 将会成为一顿昂贵的野餐, 大约是雅虎手头现金的四分之一。

如果度过了这段时间,它就可以正常运作了,但是我并没这样想。一个Tumblr就买了修复关于牵绊雅虎下降的问题,特别是在我们当中的狂野、移动成瘾的年轻人。雅虎,想要成为人们生活中不可或缺的一部分是受事实限制的,这个事实是年轻人一点也不愿使用它,每天都把它搁在一边。Tumblr正好相反,正中人们甜蜜的要点,移动、通话、短信和病毒分布——并且在这个过程中带来一些钱币。

正如另一个关于投机买卖的译者语,这已经荒谬和投机的后顶部扔成一堆:如果google也控告David Karp,并不令人惊讶,就像 Mayer一样,Google的前员工,仍然觉得她在Google M&A,“嘿,一群批判者在使用它······让我们一起购买它,然后在上面粘贴广告!”想象一下什么样的社会博客平台会再生Google的参与和内容创作······Google会值得多少呢?

当然,对于雅虎来说去开拓这个战略也是有意义的,在其较大,非收雇交易来说。但是,也行雅虎会尝试更少的胡乱弄它。

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