Xoogler to Xoogler: AOL Yahoo Strange Force

February 12, 2016

I read “Verizon Said to Enlist AOL CEO Armstrong to Explore Yahoo Deal.” The write up told me:

Verizon is looking to make its go90 streaming video service a source of new sales and profit. Yahoo, with more than 1 billion people using its e-mail, finance, sports and video sites, represents a prized asset to combine with AOL’s 2 million users and Verizon’s more than 112 million wireless subscribers. That kind of Web traffic, along with exclusive content, is just what Verizon needs to secure a foothold in video advertising against YouTube and Facebook serving a mobile phone-addicted generation.

Assume that this Xoogler to Xoogler force exists. My view is that Yahoo, like AOL, is an example of a once viable business. But now Yahoo can only exist as a tail fin or new set of rims for a larger vehicle.

Assume that Yahoo, like AOL, is an add on to a company with some Bell headism in its DNA. What companies will step forward to acquire more after market parts for their revenue vehicle?

As the economic squeeze persists, there will be more doodads and fandangles in the parts depot than buyers. A buyers’ market is under construction.

Stephen E Arnold, February 12, 2016

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