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If I was in charge of M&A I would have purchased AOL and Newsgator a long time ago.
I would also buy Divx networks. They have a fantastic codec, that everyone who pirates loves, and it's just so... nice!
Richard: that certainly would be an interesting process!
Hep: that's a real interesting question. Parts of it certainly could be free. We do have a whole new services strategy here and the MSN folks need more advertising inventory to sell.
But, I think it could be a cool new part of Office. That's my gut, anyway.
Plus, an acquiring public company under SOX must FIRST look at the target's critical accounting policies; financial due diligence in the age of Sarbanes-Oxley. In addition, the SEC requires disclosure when a public company is considering a merger, hence your blog post could be reasonably detemined to be a 'consideration', and thus already be a SEC violation.
It's not synchronized with the Mac, at least not publicically. But hell, I can't even FIND NNW at NewsGator.com. I can find a news story that about the acquisition, but I can't find a link for all of the other spiffy products you talk about in your post. If I go to NetNewsWire.com I end up at some domain squatters site. If I go to http://www.newsgator.com/netnewswire, guess what I get? A 404. I have to go to Ranchero.com to find NNW. Heck, I can't even find Feeddemon there. At least it's at feeddemon.com. What a mess.
80% of all mergers fail to kick back any shareholder value, that's a SEC reported fact. You think you are lucky here? I doubt it. Easy to dupe, nothing really special with Newsgator, they are just a third-party add-on company, that is able to turn the ship faster than MFST.
But a quick history lesson...
MSNBC - ouch, that ending price tag gotta hurt.
AOL - failed after a year of talks.
Great Plains and Navision - Oucccch (eventually maybe something, not now tho). How to Kill Big Players by Mergers 101.
FolderShare - wheeee (pointless).
Groove Networks - Where is that again? Stuck somewhere in Office 12?
Rare - expensive Xbox battle gameplan.
Slate/UPC/Corel - umm never mind, it be for sale.
Titus and Peach - Digital TV ratholes. Ouch. Expensive.
Front-Bridge, ContentGuard, Vermeer, Jump Networks, Softway, One Tree, RenderMorphics, Fox Software Inc., Connectix - Good pieces of an exventual puzzle yet with heavy abandonware risks, expensive tho.
Also, I wasn't suggesting they acquire Scobleizer to shut you up. They would just rebuild you from the ground up and not include the second-guess-executives DNA strand. ;)
But seriously, you've got a point here. There's Robert defending some numbers no-one else has divulged in filings I've seen. Of course he can always say: "I'm just a tinsy winsy blogger, I'm blowing smoke out my ass to see what others think. I'm no exec. I've no inside track..." Maybe true in part - but by any standards, Robert has a Titanic sized megaphone.
I don't see too many SEC type people being too impressed. Or those accountable to shareholders who might just think that being 'conservative' or not is hardly a great way to be part of Microsoft's marketing efforts.
Many inside and outside of MSFT might find it amusing, but not many of those who bet their savings on holding MSFT stock.
Google throws lots of stuff at the wall and sees if somethings sticks.
Yahoo looks at others throwing mud on the wall and collects mud thats about to stick.
Sorry Scoble, you would have been at better mud collection if you were at yahoo.
But face it: the real world doesn't like it and much worse: doesn need it as well! "But hey..." you say, "..they don't like Outlook as well (and same still use it) - so what's your point?"
My point is that only buisness freaks use Outlook because it was pushed on them, and those poor guys just happen do not know something better. And of course Microsoft chicks use it, part of them for the same reason. Not so slowly this changes.
If Microsoft isn't smart enough to recognize that the world around them has changed abit, they're a doomed.
The Future says: Online Aggregators, read: #1 Bloglines, #2 Google Reader, #3 Rojo...
NewsGator Online better than Bloglines? Hahaha! Not even a bad clone yet.
Also, here's another couple for your list:
BAO begat Flight Simulator, which I believe is the longest running Microsoft product ever.
Bungie: Halo/Halo 2. Anybody heard of those. Fairly successfull I think.
I'm trying to do my part to get the funding you want for the company(ies) you want to buy. :) http://www.radioactivecode.com/?p=57
Seriously, I think the blogosphere should start a concentrated campaign to help Scoble get the funding he needs from his bosses.
I think, what scobes is pointing out is simple, they (googs) is getting ahead of the game and he suggests a method of short-circuting the corporate brain in a transprarent manner via a blog post.
Chris C: you call upon the statutes of the soxs line as a rebuttal offering, may I ask the instruments and section that you are refering to in particular ??
But I would beg to differ.
Would be a great MS purchase but I don't see it happening. Office has too much clout to block it.
MFST's M&A are a mixed bag, horrid in content and Cable TV. Crumbling for things they can't work into a strategic advantage, (Solomon, Great Plains, Navision). But good in things that can mix into the whole, ie. Vermeer becoming MS FrontPage.
easier to rebuild something that’s already done
You'd think, but actually sometimes it's easier to start from zero, than to rework outside code in. All varies tho, case by case.
But Ian McAllister with his hints per "some senior players at another Tier 1 Internet company" and Scoble, with more the lucid dreaming wishlists, man, I wonder when SOX is gonna bite the bloggers. But in and ironic way, they really need not worry, the general market doesn't care, blogging is overhyped in its importance. And the blogger rumor mills have less than a coin flip in terms of accuracy levels.
Who cares how many aggregators Newsgator owns. Let's get serious ...how hard is it to build an aggregator? How hard is it to reformat RSS to read in Outlook? For a company with the resources of Microsoft, I would think not too hard.
What exactly are you buying by buying Newsgator? It's not going to solve the big company disease that Microsoft is infected with. It's still very very early in the RSS game. Remember Lycos, Excite and Infoseek. They all got bought!
Just launch Vista already.... If it does RSS, it will have more distribution than all the platforms and aggregators combined in what the first week?
And Newsgator... for god's sake change your freakin' name..... Why would anyone have Gator in their name? Even Gator changed their name! ;-)
Until there is a compelling reason to use an alternate program/service, I stick with Sage.
Why you talk about this in public? Use your 2 hours response time in communications with Steve Ballmer and make this happen.
Too many talking without results is not good. Even more - some people already noticed that MSFT shareholders can sue you - as it can look like you are trying to play a game with stocks. You have real motivation to play this game - as you probably have some options.
Show us results please!
I wish this was true. Newsgator definately does not search my feeds. I asked for this feature a long time ago, and just recently they told me it will be coming soon.
I was in the process of recommending it to a government agency with about 45,000 seats. Had a trial version and was scanning and drawing our network topology with it. Had signed non-disclosure on several upcoming features that would run circles around anything out there (to this day). I was working FOR the agency, not as a middleman sales-rep, so all I had to do was turn in my report and money would flow.
All of a sudden the Visio people didn't return phone calls so I ditched the report. Next thing I know its an add-on to Office, minus the more useful features, and the stuff in the pipeline never saw the light of day.
This is what I hate about Microsoft. They not only crush competition, they crush innovation even if it isn't competition. They are a bull in the china shop of US technology, which is why I think they have set us back at least ten years in many areas. That's why I think that the only hope for technology to break free is for the US to become a second class citizen, a fate well on its way to happening.
Congratulations Microsoft, and congratulations to Scoble for participating (probably unknowingly) in the cover-up.
It's the downside of acquisitions. They rarely go well unless there's a real strategic reason to do them and unless the teams doing the acquisition really understand what they are buying and want to work with (and for) the new team.
Why does Microsoft drop core things in Vista (like WinFS) but puts useless things (like an RSS api, eye candy, ..) in? Right .. to win users and to fight back against what they think is their worst enemy, Google and OSS.
Trust me, within 10 years Windows is doomed. People just use Windows because they're used to it, not because it's a good OS. Just look at all security holes it has ... Do we pay for that?!
Because Microsoft is a convicted monopolist felon and this culture permeates Microsoft from the executive boardroom to the janitorial closet.
You don't think Microsoft could write a RSS aggregator in a matter of weeks or months? You guys have MSN, Windows, Office, Servers and .NET... just connect the dots with RSS? I don't see how hard that is? Sorry? What happened to Team RSS and the orange shoes?
Why couldn't Outlook, or IE, or Word, or Excel, or PowerPoint or Microsoft Live or Office Live or all of the above be Microsoft's aggregator?
Why couldn't your server apps be the aggregator. I just don't get what a Newsgator or Attensa would add to Microsoft? Enterprise RSS? Syncing Posts. Is that a feature, product or company...? Wait a minute Brad's invested in Newsgator...must be a company. :-)
So what's an NIH person? I don't like the sound of that - yikes... ;-)
Hey I feel your frustration, I've worked in huge companies before...
Microsoft historically has been the quintessential slow follower. First mover advantage is just not as important when you have billions in cash on the balance sheet and 90% plus share in OS and Office markets. Remember Apple, Remember Borland, Remember Netscape, Remember Google (oops to early on that on one, maybe next year)
Happy New year!