Comments on: First Blush on GooTube – Conference Call

By: ۞ Search Engines WEB ۞

۞ Search Engines WEB ۞ — Thu, 12 Oct 2006 10:33:25 +0000

YAHOO DID ATTEMPT TO ACQUIRE YOUTUBE A FEW WEEKS AGO

http://www.nytimes.com/2006/10/11/technology/11yahoo.html?ex=1318219200&en=9c7b9302aa9d22c6&ei=5088&partner=rssnyt&emc=rss

Yahoo itself tried to buy YouTube just a few weeks ago and got as close as negotiating price and terms, according to an executive briefed on the discussions. But the talks broke down, and Google swooped in and closed the deal quickly, just as it has in several recent partnership negotiations

By: Howard Owens

Howard Owens — Wed, 11 Oct 2006 03:54:58 +0000

Those who think this is just another bubble play really don't understand the Web.

Also, it's smart to keep the YouTube brand, but one question I haven't seen answered yet: What happens to Google Video?

By: Outta Names

Outta Names — Wed, 11 Oct 2006 02:03:31 +0000

Google is looking dumber and dumber by the day. Ok, so why did they have to pay MySpace? It is a sucker deal. They don't know when hold 'em and when to fold 'em.

There is no viable long term strategy coming out of Google. It is all Microsoft envy. If they were smart they would let their competitors take the loser deals. What we will end up with is a ponzi scheme with razzle dazzle, look what I bought Mommy. Do you love me Mommy? Then bid up my stock so I know you love me Mommy. Mommy? Mommy are you there Mommy? You're not listening to me Mommy!

At the end of the day, if they have more money than they know what to do with, they should pull a Whole Earth Catalog and give it away like Stuart Brand.

By: Mark Pritchard

Mark Pritchard — Tue, 10 Oct 2006 21:24:35 +0000

This action has to be viewed through the prism of Google realizing they made a mistake by NOT buying MySpace.

The upside is that even though Google is paying a much higher price for YouTube... the user experience on YouTube is dramatically better than MySpace.

By: dumbfounder

dumbfounder — Tue, 10 Oct 2006 18:35:14 +0000

google considers not buying myspace the stupidest thing ever because now they are paying MySpace $1B over the next 3 years just so Yahoo and MSn don’t get those revenues. they will make next to nothing on that deal. they know the same thing would happen with Youtube. They HAD to acquire Youtube, it would have been silly to not do it.

By: ۞ Search Engines WEB ۞

۞ Search Engines WEB ۞ — Tue, 10 Oct 2006 12:34:00 +0000

Possibly the initial discussions began at the famous, annual Allen & Co. media conference in July.

It thais IS in fact the case, nothing better illustrates the power of this ultra-exclusive, high level networking evemt.

http://www.washingtonpost.com/wp-dyn/content/article/2006/07/13/AR2006071301315.html

But is would be interesting to uncover if Yahoo or AOL ever considered acquring YouTube

By: sufiy

sufiy — Tue, 10 Oct 2006 07:52:57 +0000

On this deal WEB 2.0 has turned into bubble 2.0. Google has admited that inside nothing substantial could be created, the main logic was "if we will not buy it MSFT or AHOO will! And then what...Google will vanish? Where is all that brand strength, dominant market share? The truth is it is one stream revenue business, competitors just ONE CLICK away, cost swith for customer Zero. Look at their CC about the deal: company is under hit of contracting revenue growth and most importantly FCF, which will bring valuation and stock price down. The most interesting for me is how they are gonna make this q, numbers are gonna be very tought to meet.
http://photos1.blogger.com/blogger/2373/2953/1600/scan0012.0.jpg

By: Billiger

Billiger — Tue, 10 Oct 2006 06:29:21 +0000

1,65% billion – for a plattform that hosts vidoes. The simplest ideas are the best!

By: Google Success

Google Success — Tue, 10 Oct 2006 05:41:51 +0000

Though $1.65 Billion is a very high price, it is just 2% of stock value of Google. And with the recent buzz of the acquisition, Goolgle stock value has already gone up by 5%. So it was a smart move by Google.

By: Louis Gray

Louis Gray — Tue, 10 Oct 2006 04:01:32 +0000

This deal smacks of the 1999-era whoopla around Net companies and their inflated valuations. Google and YouTube are both market leaders, but the financials around YouTube seem invisible. It should be interesting how Google shows that in their financial reports, but until then, we're seeing an all-stock transaction by a company whose valuation is stratospheric for a company who is a point-in-time leader.

I see this as Google admitting Google Video would not become the market leader, as well as a preemptive move against Microsoft and Yahoo!.