Microsoft's $80 Billion (and Growing) Yahoo Headache
,----[ Quote ]
| But Microsoft has lost nearly $40 billion in market cap in the eight trading
| days since they made their offer.
|
| [...]
|
| Cue a sad song from the world’s smallest violin, please. And pass the
| popcorn.
`----
http://seekingalpha.com/article/63912-microsoft-s-80-billion-and-growing-yahoo-headache?source=yahoo
Microsoft's Colossal Strategic Mistake: "We Need to Be in Advertising"
,----[ Quote ]
| We believe the Microsoft Yahoo (MSFT / YHOO) acquisition will be a disaster.
| So far, in support of this conclusion, we have cited integration, execution,
| and operational challenges. Now it's time to look at the bigger picture. The
| Yahoo acquisition is also cursed because it is predicated on a colossal
| strategic mistake: Microsoft's misguided conviction that needs to be in the
| advertising business.
`----
http://www.alleyinsider.com/2008/2/microsoft__yahoo_will_be_our__google_apps_
Days ago:
Microsoft's Last Big Beat: Internet Domination or Death
,----[ Quote ]
| What can $44.6B USD mean? Well, for Microsoft (MSFT) it may mean the cost of
| survival.
`----
http://seekingalpha.com/article/63876-microsoft-s-last-big-beat-internet-domination-or-death?source=yahoo
Related:
Will Microsoft Survive the Next 10 Years?
,----[ Quote ]
| I am not really an expert in this but when I read all the negative
| headlines and articles I ask myself if Microsoft really will survive
| the next 10 years.
|
| [...]
|
| I am pretty sure that the Open Source Community, the new Ubuntu,
| Google and of course Apple are those companies that are ready for
| our century and they will get more and more people that know what
| they really want.
`----
http://websquirrel.blogspot.com/2007/03/will-microsoft-survive-next-10-years.html
P. Graham: Microsoft is Dead
,----[ Quote ]
| A few days ago I suddenly realized Microsoft was dead. I was talking
| to a young startup founder about how Google was different from Yahoo.
| I said that Yahoo had been warped from the start by their fear of
| Microsoft. That was why they'd positioned themselves as a "media
| company" instead of a technology company. Then I looked at his face
| and realized he didn't understand. It was as if I'd told him how much
| girls liked Barry Manilow in the mid 80s. Barry who?
|
| Microsoft? He didn't say anything, but I could tell he didn't quite
| believe anyone would be frightened of them.
`----
http://www.paulgraham.com/microsoft.html
|
|
