http://louisgray.disqus.com/A Silicon Valley Blog for Early Adopters and Tech GeeksenThu, 14 Feb 2008 20:41:00 -0000http://blog.louisgray.com/2008/02/microsoft-and-yahoo-yesterdays-news-on.html#comment-429216890<p>I'm a small time analyst, a freelancer. Google, Microsoft and Yahoo have pulled my CV and portfolio samples 500 times. I have a good rep for deal analysis, but not at their level. I typically create critical reviews for product strategies, working with Product Managers to get errant products re-focused on real markets. Anyway...<br><br>IF I were advising any of these companies, I would offer my opinion thusly:<br><br>Microsoft: Do you have any idea what 44 billion dollars really looks like to an M&amp;A group. You could buy half of the Silicon Peninsula with better individual product portfolios that the combined Yahoo properties, without the merger, culture, and management baggage, and you would not have to look at Decker.<br><br>Yahoo - this one is easy. Stick to your knitting and get back to being a technical meritocracy. Divest of the entertainment properties,and instead rely on partnerships for content. Expand the computing infrastructure and start to offer services with a value add for the coming revolution in corporate SAAS via SASS.<br><br>Google- boy, have you guys run me around the block. You had me down there 10x, only to discover, yet again, I', not a University grad. It's right there on my CV! I know it was a mistake of my youth - I wanted to be a professional bass player.<br><br>My advice to Google - sit back and watch the train wreck.</p>bizQuirkThu, 14 Feb 2008 20:41:00 -0000http://blog.louisgray.com/2008/02/microsoft-and-yahoo-yesterdays-news-on.html#comment-429216892<p>Hi Louis, <br><br>I can't agree more than this on what you've said. The very silence of Google on this issue reminds us that it really is interested in allowing the deal go through.<br><br>I'm sure you've heard of shooting two birds with one arrow. Thats precisely what Google is doing here. By allowing MS to take over Yahoo, Google is basically killing two of its chief rivals in one swoop. <br><br>Who ever said we need more competition on the net, is sure for a shock. Out and out this deal looks like a combined yahoo and MS would hit Google hard, but thats never gonna happen.<br><br>And Louis you aren't being a Me-too blogger here, but I'd like you to have a look at my thoughts on this issue over <a href="http://dailyapps.net/2008/02/what-does-a-combined-microsoft-yahoo-look-like/" rel="nofollow noopener" target="_blank" title="http://dailyapps.net/2008/02/what-does-a-combined-microsoft-yahoo-look-like/">here</a><br><br>and do read the comments as well. Btw you got a great blog on here.</p>Karthik KasturySun, 03 Feb 2008 06:18:00 -0000