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.

Microsoft Crosses a Line

Disagree,

We in the outside have no way to know the truth, but appear to me, Yahoo never wanted a deal of any sort. MSFT first offer $41 a share, they said NO, then $31 they said NO, then $33 they said No, then partial deal they said NO. No only that, they made a deal with google, that's stupidest thing in the world. And they generate an employee protection plan, which is no question they want stop any acquisition. You know why, because Jerry in control.

Can't understand why there are so many stupid people in this world.