Good Point

The Three Caballeros? Bostock, Ballmer and... Bewkes?

As we all know, the previous failure in merger is due to Jerry's refusal. it is quite a different thing at this memoment.

70% is inaccurate number. it is not that much. it is an important point. msft + yahoo + aol is over 30%. in that case, no advertiser will pass on to it. more importantly, it is hard to grow from 10%, but it not that hard to grow from 30% given its massive resource.

There is a fact in physics: when put two bubbles together, the smaller one only gets smaller, it takes extra effort for the smaller one to get bigger. same thing applies to business. easist thing to do is get smaller ones merg. when they get the 30%, the real battle starts. if they can stay stable for a year, they are winning.