My table of five here at the Future of Media Summit at the Computer History Museum analyzed Yahoo! to try out Future Exploration Network’s Strategy Tools. We looked at Yahoo! past, present, and future along the dimensions of connecivity, interfaces, relationships, services, content, and standards.
Yahoo! began as a recommender of links and became a portal which seemed to offer anything that moves. They are in relationships, services, and content. Their services might be repositioned as time-savers, offering focus in the face of google’s breadth. Their content is good when specific, e.g. PR Newswire, so again a focus on specialty areas might differentiate them. Yahoo! would like to be sticky, but it feels like a bunch of separate sights rather than an integrated portal. We couldn’t find any viable means of repositioning Yahoo1 for the flow economy.
Our advice: take Microsoft’s money. It’s $10 billion over the current market cap and we’re skeptical Yahoo! stock is going to rise.
Cross-posted to FOM08/blog.
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