Citi, Goldman Sachs and BNP Paribas weigh
in on what if Microsoft buys not just Yahoo
(as per their current offer), but also
Yahoo's assets in China (its stake in
Alibaba), and decides to pull MSN's
contract with Baidu.
Jason Brueschke of Citi, who
did a survey in March 07 and found
most online advertisers were thinking
of switching to Google from Baidu,
thinks the biggest loser from the
Microsoft/Yahoo deal is Baidu. Goldman
Sachs is more circumspect, saying
Baidu's revenue loss would be in the
very low single digits. BNP Paribas
says there would be no significant
impact.
The CNN/Dow newswire report
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