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Ariella
Ariella
12/16/2016 10:32:46 AM
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Author
Re: Yahoo!
@srufolo1 I've seen a lot of my connections say exactly the same thing. It's not even like Yahoo has an excuse of saying they had no way of knowing. It's not the first or even just second time it's been found to be breached.

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srufolo1
srufolo1
12/16/2016 12:55:23 PM
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Platinum
Re: Yahoo!
@Ariella Either the company is incredibly naive, or had the worst security measure in place ever. Or it could be that it just doesn't care! And I would hate to think that a company of that size and standing does not care about security!

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mhhf1ve
mhhf1ve
12/16/2016 2:13:45 PM
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Platinum
Re: Fishy things still...
> "What does Verizon truly benefit from gaining Yahoo?"

Verizon wants Yahoo's ad technology and the eyeball traffic to Yahoo.com. Verizon can leverage its network abilities to make Yahoo's advertising systems better and more attractive to marketing folks (and force Verizon's users to see more ads along the way). 

There's a reason why Google and Facebook are looking into building telco-like abilities.. And telcos are approaching the same strategy from the other direction, having the telco infrastructure and adding ad tech (instead of having ad tech and adding telco).

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mhhf1ve
mhhf1ve
12/16/2016 3:23:25 PM
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Platinum
Re: Yahoo!
The fact that Yahoo didn't have a seat with president-elect Trump at the tech meeting, also indicates that Yahoo is just dead, but no one has officially written the obit just yet.

I think Verizon will still acquire Yahoo for a few billion, because Yahoo's ad tech is still worth something and Verizon simply can't just rebuild what Yahoo has from scratch. Yahoo has customer relationships in addition to its ad tech.

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mpouraryan
mpouraryan
12/16/2016 4:51:25 PM
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Platinum
Re: Yahoo!
Yahoo is just a tragedy that is kind of tough to be witness to--As for the Trump Tech Meeting, I would remind all that Jack Dorsey was not there--and this takeaway on the summit was also quite striking:

https://bothsidesofthetable.com/let-me-point-out-to-you-how-ridiculous-the-trump-tech-meeting-was-14c318986244#.pfmus2vvw

Beyond the summit itself, there is Yahoo.   Yahoo, at this stage, is another "me too"--and unfortunately it is stuck--although the stock price seems to "somehow" be steady although the vultures law firms are are playing prey on Yahoo.  The drama is yet to play itself out--no doubt. 

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mpouraryan
mpouraryan
12/16/2016 4:52:13 PM
User Rank
Platinum
Re: Fishy things still...
@Yahoo has a rich IP, no question--but the question is how far Verizon is willing to go--at some stage, there needs to be some major decisions made.   Time will tell.   

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mpouraryan
mpouraryan
12/16/2016 4:54:14 PM
User Rank
Platinum
Re: Yahoo!
It is not a matter that they do not care--it probably speaks to the profound internal challenges--and I would argue leadership.  President Obama noted it interestingly enough during his final 2016 news conference--if there is a screw up, it is on me, if there is credit, it belongs to all (I am paraphrasing of course)--but I hope you all get where I am going with this.  

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mpouraryan
mpouraryan
12/16/2016 4:55:51 PM
User Rank
Platinum
Re: Fishy things still...
In this day and age, we have to not rely on the providers--but exercise caution to the best of our ability--even though it gets to be quite challenging no doubt.

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mpouraryan
mpouraryan
12/16/2016 4:58:02 PM
User Rank
Platinum
Re: Yahoo!
I am with @Joe and @DHagar that ultimately they will strike a deal and work to mitigate the security issues--but as I noted in my "foray" visiting with you all that it is still quite tragic to see such promise see the demise that it has.   Lessons to be learnt by all the "up and comers"...and the giants no doubt....

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mpouraryan
mpouraryan
12/16/2016 9:24:21 PM
User Rank
Platinum
Re: Yahoo!
You all have caused me to be "virtually breathless"..as I hope this interesting "tidbit" also underscores the broader challenge faced by all:
Trump Tower hour
 
The big news this week was that Donald Trump summoned tech's biggest CEOs to his tower. The seating arrangements were interesting. Jeff Bezos, for example, was tucked into a corner near the Trump kids. 
 
Also notable was who was not there, which we analyzed in the following chart. For example, unicorns Uber and Airbnb were left out despite being more highly valued than Palantir. Twitter got the big snub. 

 
Our team of data scientists also worked 24/7 this week on a multivariate analysis incorporating some fancy trigonometry, which correlates proximity to Trump with post-summit stock performance. See the results here. Spoiler: It doesn't look good for Bezos. 


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