return of the monopolists

February 1st, 2008

just in this morning: Microsoft made an unsolicited bid for Yahoo! at a $31/share price premium over last night’s market price. apparently talks of this nature have been going on for a while, but to see something like this go down (and not have Yahoo! immediately throw it back in the face of M$) is astounding.

so let’s say that it does happen. there are so many questions. what will Google’s response be? will they finally purchase a big enterprise shop (my buddy Rob pointed me to this list, which is conspicuously missing enterprise companies/products)? will M$ keep both the hotmail and Yahoo! mail interfaces as separate entities, or merge them while keeping people’s addy’s the same? whose search will win? will Yahoo!’s impressive fantasy sports leagues die a miserable death in the no-fun offices of Redmond?

go, Netezza, go!

July 19th, 2007

today was a big day … Netezza’s (NZ) first day of trading following yesterday’s IPO. the strike price was set last night at 12.00, it opened this morning at 15.00, and climbed slowly but steadily to close out the day at 17.34 — not too shabby.