October 10, 2007
Jellyfish acquisition not a response to Google CPA
Analysis of:
Microsoft Acquires Jellyfish.com | blogs.msdn.com
This analysis is solely the work of the author. It has not been edited or endorsed by GLG.
Implications: To my knowledge there are no patents; it's all about the business model. The acquisition price was probably relatively trivial for MSFT. Jellyfish was an "also ran" in online shopping with a vaguely unique consumer proposition. It's not explicitly a counter to the Google CPA effort, which remains small. MSFT could do CPA on its own network and doesn't need Jellyfish to implement it. My sense is that Microsoft may do something interesting and try and build out Jellyfish but maintain it as a stand-alone property. It could also languish under MSFT's ownership too.
Analysis: See above
Analysis: See above
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