l**********r
发帖数: 4612 | |
G*****h
发帖数: 33134 | 2 An idea is floating ...
真搞成的话赫赫也不错
【在 l**********r 的大作中提到】
: 换取Facebook更多的股份。
: Bing的员工又要发财了！
: http://online.barrons.com/article/SB500014240531119048574045773
|
G***o
发帖数: 5158 | 3 一个纯烧钱的买卖怎么能值4B? 搞笑。即便值4B，Instagram这样一个十来人的公司就1B，让Bing的几千人脸往哪里搁啊？
Should Microsoft fling Bing, and swap its search-engine operations for
Facebook shares?
It may sound crazy, but not to software analyst Rick Sherlund of Nomura
Securities. "Most investors I talk to are asking why Microsoft is in the
search business, anyway," Sherlund says. Microsoft (ticker: MSFT) racks up $
2 billion to $2.5 billion a year in operating losses running Bing, which is
No. 2 in search engines, behind Google (GOOG). Those losses equate to about
a 7% ding to annual operating margins. A vocal minority of Microsoft
shareholders, many of them value investors, would love to see Microsoft exit
search.
The idea, floated by a CNBC commentator last week, goes like this: Microsoft
would turn Bing over to Facebook. Microsoft could receive Facebook shares,
currently worth two times Bing revenues, roughly $4 billion, which Sherlund
posits as a 4% stake. Microsoft currently owns a 1.6% stake in Facebook, a
company that is expected to be valued at as much as $100 billion after its
initial public offering later this year. Of course, Facebook might want to
wait until after the IPO to see what its shares are actually worth.
The transaction would still allow Microsoft to achieve the two primary
objectives behind its current ownership of Bing: making money off its
Internet traffic and preventing Google from monopolizing search advertising.
Sherlund suggests that Microsoft could receive around 80% of the Bing
advertising revenue generated by traffic from Microsoft sites, such as Xbox
Live, through so-called traffic-acquisition costs. "Microsoft doesn't have
to own its own search engine in order to monetize traffic," Sherlund
explains. "You would be making money and have zero cost."
Microsoft's other objective would still be met if Facebook were to take
control of the search engine. In fact, Bing would probably become a stronger
rival to Google in search advertising. "Facebook has all of this rich data
about its users to present better search results," Sherlund explains, adding
that the prospect has Google "quite worried."
Why is Microsoft in the search business to begin with? "It's because they
want to keep Google from having such monopoly power [in search] that they
can use the resultant profit to make forays into Microsoft's domain,"
Sherlund explains, with such things as Google's Chrome operating system and
Android smartphone software.
Microsoft has also long insisted that being in Internet search is integral
to its long-term viability, explaining why it was willing to pony up as much
as $37 a share to acquire Yahoo! (YHOO) in 2008. (No deal was done.) It
currently shares search-advertising revenue with Yahoo!, which presumably
would also fare better under a Facebook-run Bing: If that gig brings higher
revenues to MSFT, Yahoo! benefits, too—through its sharing deal with MSFT.
Sherlund isn't aware of any plans or discussions between Facebook and
Microsoft. Both companies said they don't comment on deal rumors. The notion
of Microsoft swapping Bing for Facebook shares was suggested in a recently
published digital book entitled The Facebook IPO Pitch, which was written by
an anonymous author claiming to be an Internet-marketing insider.
Sherlund has a Buy rating and a target of $37 on Microsoft, which closed
Friday near $31. Nomura is not an underwriter participating in the Facebook
IPO. Sherlund admits that the swap might be merely hypothetical, but adds: "
It's a really nice idea."
【在 l**********r 的大作中提到】
: 换取Facebook更多的股份。
: Bing的员工又要发财了！
: http://online.barrons.com/article/SB500014240531119048574045773
|
G*****h
发帖数: 33134 | 4 fb 值多少钱
也是纯烧钱吧
$
is
about
exit
【在 G***o 的大作中提到】
: 一个纯烧钱的买卖怎么能值4B? 搞笑。即便值4B，Instagram这样一个十来人的公司就1B，让Bing的几千人脸往哪里搁啊？
: Should Microsoft fling Bing, and swap its search-engine operations for
: Facebook shares?
: It may sound crazy, but not to software analyst Rick Sherlund of Nomura
: Securities. "Most investors I talk to are asking why Microsoft is in the
: search business, anyway," Sherlund says. Microsoft (ticker: MSFT) racks up $
: 2 billion to $2.5 billion a year in operating losses running Bing, which is
: No. 2 in search engines, behind Google (GOOG). Those losses equate to about
: a 7% ding to annual operating margins. A vocal minority of Microsoft
: shareholders, many of them value investors, would love to see Microsoft exit
|
G***o
发帖数: 5158 | 5 即便值4B，Instagram这样一个十来人的公司就1B，让Bing的几千人脸往哪里搁啊？
FB已经赢利至少有两年了。
【在 G*****h 的大作中提到】
: fb 值多少钱
: 也是纯烧钱吧
:
: $
: is
: about
: exit
|
G*****h
发帖数: 33134 | 6 个个公司都跟 instagram 一样
以后谁还买的起
【在 G***o 的大作中提到】
: 即便值4B，Instagram这样一个十来人的公司就1B，让Bing的几千人脸往哪里搁啊？
: FB已经赢利至少有两年了。
|
y******r
发帖数: 1500 | 7 当心还没发财先经历人生悲剧
【在 l**********r 的大作中提到】
: 换取Facebook更多的股份。
: Bing的员工又要发财了！
: http://online.barrons.com/article/SB500014240531119048574045773
|
h*********n
发帖数: 1002 | 8 卖给facebook主意不错，目标达到还能减少损失
【在 y******r 的大作中提到】
: 当心还没发财先经历人生悲剧
|
s*****n
发帖数: 742 | 9 对MS和FB可能都是好事，对G是坏事。对大部分Bing的员工是坏坏事。 |
h**v
发帖数: 2010 | 10 what would it mean to OSD?
【在 l**********r 的大作中提到】
: 换取Facebook更多的股份。
: Bing的员工又要发财了！
: http://online.barrons.com/article/SB500014240531119048574045773
|
|
|
p*****2
发帖数: 21240 | 11 微软要放弃search了。原因很简单search市场差不多饱和了，已经不是快速增长时期了
。所以要重金投入到mobile当中去，因为这个市场潜力还是太大了。因此，要投资RIM
。 |
S*******n
发帖数: 1721 | 12 嗯,微软发财的秘诀就是把雇员变成流水线工人,不过不去另外的类似的流水线环境,就
啥也不会.Bing这个东西３－４００人就够了,如果卖掉或者Spin Off，自觉不在那３－
４００人里面的其它的人自求多福吧.
【在 y******r 的大作中提到】
: 当心还没发财先经历人生悲剧
|
y******r
发帖数: 1500 | 13 看你说的蛮肯定的，莫非有确切信息来源？现在不是少数股东的意见么？
RIM
【在 p*****2 的大作中提到】
: 微软要放弃search了。原因很简单search市场差不多饱和了，已经不是快速增长时期了
: 。所以要重金投入到mobile当中去，因为这个市场潜力还是太大了。因此，要投资RIM
: 。
|
b*******l
发帖数: 590 | 14 我没看错吧？BING的员工要顺成非死不可的了，怎么是坏事？想从正常找工作面试的渠
道进非死不可据说很难，现在BING的同志们得到一个free ticket，岂不美哉！
【在 s*****n 的大作中提到】
: 对MS和FB可能都是好事，对G是坏事。对大部分Bing的员工是坏坏事。
|
p*****2
发帖数: 21240 | 15
参考把cashback换成白送WP。
【在 y******r 的大作中提到】
: 看你说的蛮肯定的，莫非有确切信息来源？现在不是少数股东的意见么？
:
: RIM
|
y******r
发帖数: 1500 | 16 注意关键词''大部分''
【在 b*******l 的大作中提到】
: 我没看错吧？BING的员工要顺成非死不可的了，怎么是坏事？想从正常找工作面试的渠
: 道进非死不可据说很难，现在BING的同志们得到一个free ticket，岂不美哉！
|
y******r
发帖数: 1500 | 17 不懂，能否解释下？
【在 p*****2 的大作中提到】
:
: 参考把cashback换成白送WP。
|
b*******l
发帖数: 590 | 18 少部分进非死不可，大部分被裁？是这个意思吗？如果是这样，那本地的房市是不是又
要跌了？
【在 y******r 的大作中提到】
: 注意关键词''大部分''
|
y******r
发帖数: 1500 | 19 到时候房价即便跌成shit好多人估计都顾不得了，特别没身份没及时找到下家的该考虑
怎么黑在美国或海归了把
【在 b*******l 的大作中提到】
: 少部分进非死不可，大部分被裁？是这个意思吗？如果是这样，那本地的房市是不是又
: 要跌了？
|
g***y
发帖数: 764 | 20 good, time to buy msft..
【在 l**********r 的大作中提到】
: 换取Facebook更多的股份。
: Bing的员工又要发财了！
: http://online.barrons.com/article/SB500014240531119048574045773
|
l**********r
发帖数: 4612 | 21 明天要涨
【在 g***y 的大作中提到】
: good, time to buy msft..
|
