{"id":367,"date":"2008-02-04T19:03:03","date_gmt":"2008-02-05T00:03:03","guid":{"rendered":"http:\/\/emergenceweb.com\/blog\/?p=367"},"modified":"2008-02-04T19:03:03","modified_gmt":"2008-02-05T00:03:03","slug":"on-a-plus-les-david-quon-avait","status":"publish","type":"post","link":"https:\/\/emergenceweb.com\/blog\/2008\/02\/on-a-plus-les-david-quon-avait\/","title":{"rendered":"On a plus les David qu’on avait…"},"content":{"rendered":"

Je ne sais pas si vous avez suivi, ces derniers jours, la saga Yahoo… Toutes les rumeurs ont couru, m\u00eame les plus folles… Sur certains blogues<\/a> on parlait que Microsoft allait acheter Yahoo pour 80 milliards de $$$. L’offre s’est finalement mat\u00e9rialis\u00e9e le 1er f\u00e9vrier \u00e0 plus de 44 ,milliards. Quand m\u00eame pas rien… (voir tableau ci-dessous)<\/p>\n


\nCette transaction soul\u00e8ve beaucoup de poussi\u00e8re, fait couler beaucoup d’encre et d\u00e9penser beaucoup de salive… D\u00e9j\u00e0, on parle que les dirigeants de Yahoo ne seraient pas favorables \u00e0 cette offre et regardent d\u00e9sesp\u00e9r\u00e9ment du cot\u00e9 de Google. En fait, Michael Arrignton fait une brillante analyse des choix qui s’offrent \u00e0 Yahoo ICI<\/a>.<\/p>\n

<\/p>\n

Mais il est clair que Microsoft cherche, avec l’acquisition de Yahoo \u00e0 fusionner deux moteurs de recherche, soit LiveSearch et Yahoo de fa\u00e7on \u00e0 comp\u00e9titionner Google sur ce terrain pas pas seulement sur ce terrain. On vise aussi \u00e0 contrer Google sur le terrain des services Web offerts AVEC l’engin de recherche. Services Web et recherche de donn\u00e9es = terminaux Web et entrep\u00f4ts de donn\u00e9es, soit le nerf de la guerre entre les deux g\u00e9ants. Google contrera-t-il les vis\u00e9es de Microsoft en y allant d’une surench\u00e8re ?<\/p>\n

Dans un autre billet, Arrington plaide pour le contraire. En fait, il traite Google de Goliath et de nouveau Microsoft et Microsoft de David. Ouf ! on a plus les David qu’on avait… Je vous laisse sur le texte du fondateur de TechCrunch :<\/p>\n

\u00abGoogle finally went <\/span>on the record<\/span><\/span><\/span><\/a> <\/span><\/span>today<\/span><\/a> regarding the proposed <\/span>Microsoft\/Yahoo deal<\/span><\/a>. <\/o:p>In short, they don\u2019t like the idea of Microsoft and Yahoo being one company. They think it raises \u201ctroubling questions\u201d<\/em> and threatens \u201cthe underlying principles of the Internet: openness and innovation.\u201d<\/em> Microsoft is also vilified as engaging in \u201cinappropriate and illegal influence\u201d<\/em> and having \u201clegacy of serious legal and regulatory offenses.\u201d<\/em> They mention, among other things, the overwhelming market share in instant messaging and email, and the large number of page views their respective portals generate.<\/o:p><\/span><\/p>\n

But 2008 may be the year Google can no longer hide behind the \u201cDavid v. Goliath\u201d defense with Microsoft. Google is the reason that Yahoo has stumbled so badly, and may be Microsoft\u2019s last hope to be a meaningful player on the Internet over the long run. To put it bluntly, the roles are reversed. Google is now the Goliath, and they\u2019re public whimpering on the acquisition makes them look petty and scared.<\/o:p><\/span><\/p>\n

The fact is that this deal isn\u2019t about email, IM or even page views. In the places that matter – search share and advertising dollars, Google is slaying everyone. 2007 Google search share: <\/span>64%<\/span><\/span><\/span><\/a>. Percentage of all online ad dollars going to Google in 2007: <\/span>40%<\/span><\/a> and growing.<\/o:p><\/span><\/p>\n

The truth is that Google has become the new Microsoft, and if we want to avoid a repeat of history, we need to allow the formation of a real competitor to keep them honest. Otherwise, all the ills perpetrated on the world by Microsoft in the nineties will likely be repeated again, this time by Google.<\/o:p> When it comes to Google <\/span>standing up to the FCC <\/span><\/a>and the incumbent wireless carriers to make our life better, I\u2019m behind them 100%. But when the complain about the formation of a new entity that can provide them real competition in the search and online advertising space, I\u2019m not feeling the love.\u00bb<\/o:p><\/span><\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"

Je ne sais pas si vous avez suivi, ces derniers jours, la saga Yahoo… Toutes les rumeurs ont couru, m\u00eame les plus folles… Sur certains blogues on parlait que Microsoft allait acheter Yahoo pour 80 milliards de $$$. L’offre s’est finalement mat\u00e9rialis\u00e9e le 1er f\u00e9vrier \u00e0 plus de 44 ,milliards. Quand m\u00eame pas rien… (voir tableau ci-dessous) Cette transaction soul\u00e8ve beaucoup de poussi\u00e8re, fait couler beaucoup d’encre et d\u00e9penser beaucoup de salive… D\u00e9j\u00e0, on parle que les dirigeants de Yahoo ne seraient pas favorables \u00e0 cette offre et regardent d\u00e9sesp\u00e9r\u00e9ment du cot\u00e9 de Google. En fait, Michael Arrignton fait une brillante analyse des choix qui s’offrent \u00e0 Yahoo ICI. Mais il est clair que Microsoft cherche, avec l’acquisition de Yahoo \u00e0 fusionner deux moteurs de recherche, soit LiveSearch et Yahoo de fa\u00e7on \u00e0 comp\u00e9titionner Google sur ce terrain pas pas seulement sur ce terrain. On vise aussi \u00e0 contrer Google sur le terrain des services Web offerts AVEC l’engin de recherche. Services Web et recherche de donn\u00e9es = terminaux Web et entrep\u00f4ts de donn\u00e9es, soit le nerf de la guerre entre les deux g\u00e9ants. Google contrera-t-il les vis\u00e9es de Microsoft en y allant d’une surench\u00e8re ? Dans un autre billet, […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[6,7,3,32],"tags":[],"class_list":["post-367","post","type-post","status-publish","format-standard","hentry","category-cloud-computing","category-communication-interactive","category-evenements","category-web-30"],"_links":{"self":[{"href":"https:\/\/emergenceweb.com\/blog\/wp-json\/wp\/v2\/posts\/367"}],"collection":[{"href":"https:\/\/emergenceweb.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/emergenceweb.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/emergenceweb.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/emergenceweb.com\/blog\/wp-json\/wp\/v2\/comments?post=367"}],"version-history":[{"count":0,"href":"https:\/\/emergenceweb.com\/blog\/wp-json\/wp\/v2\/posts\/367\/revisions"}],"wp:attachment":[{"href":"https:\/\/emergenceweb.com\/blog\/wp-json\/wp\/v2\/media?parent=367"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emergenceweb.com\/blog\/wp-json\/wp\/v2\/categories?post=367"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emergenceweb.com\/blog\/wp-json\/wp\/v2\/tags?post=367"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}