dennisgorelik: (2009)
Dennis Gorelik ([personal profile] dennisgorelik) wrote2016-06-22 06:18 pm

Microsoft buys LinkedIn for $26.2B

That was unexpected and I even thought it is a joke. But it is not a joke.

Why would Microsoft buy the largest job board?
Microsoft is in a different business.


Responses:
1) What a terrible time to be burning that much cash, just before the next recession, and on a resume site. I was starting to see some good things coming from Microsoft but this makes me shake my head and question leadership big time.

2) I suspect major LinkedIn investors shopped around the company and financial-engineered a sophisticated kickback

Re: Executives motivation for merging

[identity profile] anhinga-anhinga.livejournal.com 2016-06-23 08:53 pm (UTC)(link)
To lose ALL of 26B would be rich ;-) I mostly think an intermediate-scale disaster, like losing a third of that, that is all of the premium over market cap in that deal... That would be quite enough, and much more realistic...

But unless it is a publicly visible multibillion-dollar write-off, nobody would care...

Stagnation would not be welcome for Microsoft as a whole, but specifically at the LinkedIn level would not be too much of a problem for Nadella...

***

Facebook is different; MS wants business social graph, that is linkedin, they don't care about causal social... Their business model favors that quite specifically...

Facebook can also become a competitor at any moment, even if the relations are currently good...

Re: Executives motivation for merging

[identity profile] anhinga-anhinga.livejournal.com 2016-06-24 02:13 am (UTC)(link)
Мне всё это тоже не кажется разумным... И в этом е-майле, который Наделла послал сотрудникам Микрософта по этому поводу, я как-то не усматриваю никакого разумного содержания:

http://www.pcworld.com/article/3083064/data-center-cloud/heres-microsoft-ceos-letter-to-employees-about-the-26-billion-linkedin-acquisition.html