Has Microsoft wasted $1.2bn and paid for hot air
Call me old fashioned but the first consideration in any acquisition is ROI, it would take the annual gross revenue of 6,666,666 users (assuming ZERO costs) to get an ROI, but nobody has ever heard of Yammer because its market penetration is nominal.
When I see a PUBLIC website that has a PRIVATE pagerank and Alexa rank, I always think they are hiding something, if nothing else these guide a true view of the popularity of the site. Compete.com shows their uniques at 63,669 down from a high of 102k per month last November. This makes it look like a site on the way OUT.
Yes they have a few corporate names like DHL and Cap Gemini listed as clients but how much are they paying per month and can this be replicated?
So that would suggest that Microsoft feels it could sell corporate microblogging to its own customers, fair enough but that raises another question, why not license the open source status.net and create their own platform, perhaps head hunt some people from Yammer to get a head start.
When you think that Microsoft’s core business is SOFTWARE DEVELOPMENT and it can’t manage to write something as simple as this, then you have to question the management decision making.
If I were a Microsoft shareholder I would be pressuring Microsoft on the real ROI and reducing my position on their shares.