Yahoo! – components that matter to me after no search
The news of the week (month/year?) is the $44.6 billion offer from Microsoft to acquire Yahoo!. Robert Scoble blogs the intelligence of Google’s email and Dave Winer drops thoughts on Yahoo’s options based on TechCrunch blogger Mike Arrington’s analysis. Mike Arrington’s latest news is a bit disheartening. Either sell to Microsoft or sell their search to Google.
Yahoo! has a lot more than search to offer – it shouldn’t be their primary business. As Scoble and Winer both pointed out, the wars are being fought on platforms – Especially the mobile platform. Yahoo!’s Go service synchronizes calendars, contacts, etc, from phone or PC and runs on Windows, OS X, BlackBerry, Symbian (Nokia), and Windows Mobile. Heck, it runs on almost every phone out there and OS X has Yahoo Sync built in. It’s been over a year since I’ve synchronized my phone by wire and I’m able to keep three phones and two laptops in sync.
Dave Winer shares insight from past technology wars while asking which platform will be adopted as the standard for synchronization of contacts, social networking, etc. I argue it could be Yahoo!. They’re embracing OpenID and offering Pipes. The Go service has plugins which tie in to MySpace and other social networking sites. They’ve got an identity system, a delivery method, and a decent reach in to the mobile market.
Finally, Yahoo’s two destinations – Yahoo! Music and Yahoo! Finance. These two are both number 1 in their class. Numero Uno. Why? They have content. Google offers search – when you’re looking for content. Yahoo!’s Music and Finance (and other sites) have that content.
These are the Yahoo! products that matter to me and the reason I’m a Yahoo! shareholder. If the sale goes through I’ll happily cash out with a profit and start looking elsewhere for services that satisfy consumer need.