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Thursday, December 28, 2006 |
How do you get three giants out of quicksand? The biggest giant eats the other two and makes a boat from their bones.
That seems to be Wall Street's approach to building an apt competitor to Google. Shortly after analysts dreamed of a Microsoft-owned Yahoo, they've amended their solution to include AOL.
Editor's Note: The swirling wind of speculation of a possible merger has picked up steam this week. Which is the most feasible scenario? What's in it for the purchasee? Feel free to leave your commentary and suggestions, including which merger you think would be most mutually beneficial, at WebProWorld.
Last week, Merrill Lynch analyst Jessica Reif Cohen told reporters that an AOL Yahoo merger was possible in 2007. Cohen said an AOL Yahoo merger was "one of the more logical combinations" to take on Google, cut costs, and combine audiences, and that Time Warner was open to it.
This caused quite the buzz, spawning charts with potential combinations of companies that could merge with or be acquired by another company for strategic reasons.
A Yahoo AOL combination is considered among the most likely, as is a Microsoft buy out of AOL and/or Yahoo.
Or, if we get out our pie-in-the-sky caps, the ideal scenario is Yahoo merges with AOL and Microsoft buys them both. MSN is sinking in the search market. Yahoo is stagnant. And AOL is ready to be sold for parts. But, theoretically, the high profile threesome could make one hell of a Mighty Morphin' Power Ranger.
This is GEMAYA revisited, that too big of a darn acronym symbolic of too big of a darn theoretical super conglomerate consisting of Google, eBay, Microsoft, Amazon, Yahoo, AOL. And Wall Street gets so hot when people get all cyber-orgiastic.
On paper, it is potentially the only way Microsoft and Yahoo will catch Google. But since competition is key, making GEMAYA a ready target for trustbusters, maybe we should restructure that super conglomerate, add some, and divide it all into two mega-super-conglomerates.
It's worked for the telcos, right?
How about DAMMIT (Disney, Amazon, Microsoft, Motorola, Interactive, Time Warner) vs. E-GANGS (eBay, Google, Apple, News Corp., General Electric, Sun Microsystems)?
Now we're just being silly, aren't we?
Something tells me we haven't even seen silly yet. We just don't know, at this point, what level or direction of silly it will be. It would seem silly for there not to be major collaborations to maximize the online market. The size of these potential super-companies isn't just silly, it's down right ridiculous. But it also seems silly to drive from the end-user seat, without any concrete confirmation from the players involved.
But it is fun to do, especially at the end of year when there's little going on and you can't think of anything to say.
About
the Author:
Jason L. Miller is a staff writer for WebProNews covering technology and business. |
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Death Of The Page View?
 By
Pat McCarthy
Expert Author | WebProNews
Fred Wilson predicts the death of the page view in 2007 as a key metric for web businesses.
It's obvious that what he's saying is true that page views are becoming less relevant as new technologies such as AJAX and the use of widgets change what a page view really means. I don't think there is an argument there, but I think it will be very interesting to see what becomes the new standard of measurement.
Unique visitors, visits, and page views have been the big three in terms of measuring traffic, and although it's not really usually reported in the media I'd say ad impressions are really the most important metric for all the web business relying on advertising. If we write page views off as really being that important, what steps in?
Unique Visitors
The argument for unique visitors is that it is the core of really seeing how many real people are visiting a website. It's the best way to measure audience size. The downside is that audience size isn't the only measure of a website's value or traffic. How often do those visitors visit? How long do they stay? How much revenue do they generate?
Total Visits
Although it doesn't measure true human audience size, total visits can give a better indication than unique visitors how much action is really occurring on a site. But there are still too many questions. What's better, 100k unique visitors, or 200k total visits?
Ad Impressions
A metric that's been left out of most debates is ad impressions. One reason is that it's generally not included in analytics solutions, and it tends to not work on sites that don't make advertising a priority. It's also very easy to manipulate as you can just double the amount of ads on each page to double your ad impressions. While that will double your ad impressions, it didn't change your actual traffic, and it actually probably won't double your ad revenue. Additionally, the amount you earn is very important in making this reliable. While Myspace may have passed Yahoo in page views due to Yahoo's change to AJAX, Yahoo is making a heck of a lot more money from advertising because they earn much more per ad impression.
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