MSFT and Yahoo, together at last?
The hot news this morning is that MSFT and YHOO are “re-entering formal talks”. I’m not surprised by this at all, but I don’t love the concept of a MSFT owned Yahoo. YHOO is up $5 bucks right now, already.
Lets see…
- MSFT keeps losing to Google in the deal wars (AOL, DoubleClick, YouTube, etc)
- Yahoo has been struggling to find the spark that got them on the map in the first place. Semel has been under fire bigtime lately.
- Google is marching towards a complete set of web-based MS Office replacements, unchecked.
- Google keeps plugging away at the G-OS too…
- MSFT would own both MSN/Live and Yahoo - totally changes the marketshare landscape. Does Google cry anti-trust?
