1. A tale of 2,5 companies
(and )

2. • What are Google and Yahoo’s main
differences and similarities ?
• Who’s winning the Internet battle?
• What will happen with the Yahoo’s
takeover by Microsoft?

3. They shared a common
ground…
• Both companies …
– …were founded by college grad students in
Silicon Valley…
– … aimed to be the biggest Internet revolution
(and they, in fact, were!) by helping internauts
to find their way through the net
– … have become the biggest threat to
Microsoft ever since it was founded

4. … and basically do the same
thing
• On line advertising (the rest is bullshit)

5. … but adopted different
business models
• Search engine-based • Partnership-based
model Portal
• First the service, then • Multiple business
the business model models / Diversified
(AdWords) income
• Win-win approach with • Nothing outside my
other sites (AdSense) website

6. None has achieved in
everything…
• Innovation • Fast imitating
• Automation • Customization
• Simplicity
• Brand

7. … but the market has declared
a clear winner up to now…

8. What does Microsoft add to
this?
• Needs to reinvent itself
– Expected limited growth in cow-business
(Windows)
– Digital world opens the door to new
challengers: Linux, Apple, Google
• Desperately seeking Internet partner
– Forced to act after losing ground to Google in
the online advertising business.
– Can’t wait for a Google – Yahoo alliance
– There are no other purchasing options

9. What will happen?
• Yahoo will reject turnover… at current
proposed price
• Microsoft will increase price (they have
no choice, remember?)
• Yahoo will accept
• Microsof will fail in the Internet again