- Both CEOs have stated “mobile” is a top near-term objective;
- Both CEOs are heavily focused on improving user engagement with improved technology;
- Both companies need each other to take significant marketshare from Google (NASDAQ:GOOG);
- Both companies have deals with Microsoft, so that reduces hurdles for certain deals; and,
- Both companies have different spheres of expertise which could nicely compliment the others’.
Lastly, and most importantly, a sexy blockbuster partnership between Facebook and Yahoo will create positive hype for both stocks — something desperately needed given the pain long term shareholders have felt.
Although the current search alliance may be pure speculation, don’t rule out an exciting announcement sooner than later.
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