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There are a few articles around discussing a potential Microsoft-Yahoo! merger, others dating from May and September come to our minds. Collected & uncommented, non-chronological on purpose:
September 28 - Seth Godin: "The guys in the blue curve, the new guys, would dearly love the assets and reputation that the green curve guys have. They don't have it, though, so they improvise. They lean into the market. They give customers what they want, and embrace technology and new ideas because they have no other choice.
The green curve, on the other hand, is filled with people who feel helpless. They feel like the organization is aligned against them, aligned to fail, all because the status quo is so powerful. And yes, most of the time, it is the blue curve, the new guys, the ones playing by new rules with nothing to lose, that wins. But sometimes, just often enough to give the dinosaurs a shred of hope, someone (not often the CEO) stands up and says, "follow me!" And the organization does."
May 4 - Internet Outsider: "Why would the best Internet talent want to work in a small division of a massive company, kowtow to Windows/Office kingpins, and get paid in stagnant Microsoft options, when he or she could become a billionaire at the next Google? By the way, Microsoft is not unique or flawed here: It is for these reasons (and others) that few, if any, dominant industry leaders in one technology wave have also dominated the next one."
May 4 - BusinessWeek: "Many experts believe that Microsoft has struggled on the Internet not because of a lack of skill or smart people but rather because its Net strategy has always been subordinate to the traditional software business, particularly the Windows operating system and the Office productivity suite."
November 27 - Alley Insider: "For Yahoo (and Microsoft) to challenge Google, therefore, they have to be able to compete with Windows and Office. Microsoft will never let this happen as long as the companies are controlled by the same management team."
November 27 - The New York Times: "The future of operating systems and application software is increasingly online. It's no easier for Microsoft to spin off its Internet operations than it is for NBC or LL Bean; online is the future. Even traditional software is likely to be funded increasingly by the sort of advertising capabilities that Microsoft is trying to build."