놀구네

2005년부터 잊을만하면 한번씩 나오던 MS의 야후 인수 얘기가 다시 나왔다.

이번엔 MS가 골드만삭스와 더불어 야후에 구체적인 액수인 500억불을 제안했다고 한다.(정확히 하자면 500억불을 현재 야후의 가치로 인정을 하고 M&A 협상을 제의했다는 의미가 아닌가 싶다. 그렇다면 좀 적은듯. 오늘 급등으로 현재 시가총액 450억불)

최근 MS는 브랜드파워에서 구글에 밀렸고 구글이 더블클릭을 인수하며 웹광고 시장을 독점하려 하는데다 웹오피스 프로그램을 구체화하여 MS오피스까지 위협하고 있기 때문에 점점 궁지로 몰리고 있다.
 
이러한 상황에서 MS의 현실 타개책으로 가장 유효한 카드인(검색 , 광고, 컨텐츠) 야후 인수가 더이상 미뤄지긴 힘들어 보인다.

실제 MS의 야후인수 보도는 여러번 있었지만 이번처럼 야후주가가 18%나(11:22분 현재) 급등하는 반응을 보인 적은 없었던 걸로 봐서 실현 가능성에 대부분이 공감하는 듯 하다.

YAHOO INC (NasdaqGS:YHOO) Delayed quote data

Last Trade: 33.29 Trade Time: 10:06AM ET Change: 5.11 (18.13%) Prev Close: 28.18 Open: 33.28 Bid: 33.29 x 19200 Ask: 33.30 x 13300 1y Target Est: 33.48

Day's Range: 32.25 - 33.44 52wk Range: 22.65 - 34.00 Volume: 92,556,007 Avg Vol (3m): 23,259,600 Market Cap: 45.16B P/E (ttm): 65.27 EPS (ttm): 0.51 Div & Yield: N/A (N/A)

New! Try our new Charts in Beta 1d  5d  3m  6m  1y  2y  5y  max  Annual Report for YHOO

Yahoo shares surged more than 17 percent in premarket trading.

The New York Post reported Friday that Microsoft has asked Yahoo to enter formal negotiations for an acquisition that could be worth $50 billion. Yahoo's market capitalization was about $38 billion on Thursday.

The Wall Street Journal said executives of the two companies are looking at a merger or some other kind of matchup and said the talks appear to be early-stage discussions. It said the companies explored the idea of combining last year but the talks led nowhere.

The newspaper reports each cited unidentified people familiar with the situation.

Microsoft is feeling increasing pressure to compete with Google, which plans to beef up its portfolio with a $3.1 billion purchase of online advertising company DoubleClick Inc.

Microsoft currently trails both Yahoo and Google in the lucrative and growing business of Web search.

Google won a search advertising deal with AOL in 2005 that the Post said Microsoft wanted. In addition, Google is developing Web-based software that directly competes with Microsoft Office.

The Post story said Microsoft and Yahoo have held informal talks over the years and said Microsoft's latest approach to Yahoo signals increased urgency.

Earlier this week, Yahoo said it would buy 80 percent of advertising exchange Right Media for $680 million, increasing its stake in that company to full control.

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