I have mixed feelings about this. Looking at Yahoo's balance sheet, it's 100% of its cash equivalents and 25% of its current assets. On one other hand, the str

I have mixed feelings about this. Looking at Yahoo's balance sheet, it's 100% of its cash equivalents and 25% of its current assets. On one other hand, the strategic value could be valuable: * Product team that understands the uniqueness of creative community (focus on reblogging, photo blogging, media focus) * Retention of creator community/teen community and its long term SEO potential * An audience that probably provides augmentation to Yahoo's total sites and probably adds unique users on a de-dup basis * There's also the viability of monetizing it the way Twitter/YouTube has monetized by carefully monetizing the users will not pissing off the community On the other hand: * Yahoo doesn't have a good track record of internal executives working with acquisitions * They are still at the stage where their M&A integration is probably nascent (sales/marketing integration, executive alignment, OKR alignment) Hard for me to make an opinion of this, but it is risky give Yahoo's balance sheet.