Dennis Byron (Research 2.0)

Yahoo + Adobe: It's a Vision Thing

Great analysis, Victor, especially countering the Professor with the idea that 500 Fortune 500 customers are better than a couple of billion consumers. How 20th century of him.

But I have a few issues that might change your overall thinking (in reverse order to where they appear in your article):
1. Aunt Sue and all do object to advertising on TV--thank god for Tivo
2. In addition to Microsoft Works, which is basically sold bundled by OEMs, Aunt Sue can get a pretty full "3-device" Office 2007 Home and Student(Word/Powerpoin... and something called OneNote) for $50 "per device." One of the devices doesn't even have to belong to a student or a teacher, which was the XP deal. So one for Sue, one for Uncle Jim's computer and one for someone else. Believe me, it's well worth not having advertising popups and overlays and " click here if you don't want to wait 45 seconds."
3. Online applications have a major flaw. 40 years ago when I started we called it computing. Somewhere along the line it became offline computing. After a short hiatus, it made a comeback as disconnected computing. It's still important.

Overall great analysis. Microsoft should buy both Adobe and Yahoo.

-- Dennis