[Quote:]
The Borg-Yahoo merger won’t work. Here’s why. It’s like taking the two guys who finished second and third in a 100-yard dash and tying their legs together and asking for a rematch, believing that now they’ll run faster.
Here’s the weird thing: I first heard that line about the 100-yard dash from Ballmer himself, maybe a decade ago.
[..]
But here’s the really dark part of all this. He knows it won’t work. He has to know this. He’s not stupid. The cultures will never fit together. And the deal is too big. It’s not manageable. And it’s completely anathema to Microsoft. It’s totally out of character for them. It goes against everything the company has ever stood for. Ballmer knows this, and he’s doing it anyway. Because this is exactly what every old-guard CEO does when all else fails. I mean it’s right there in the official playbook that you get in business school. And ultimately, smart as he is, Ballmer is an old-school kind of guy. He’s not really a tech guy. He has a mindset that was formed in Detroit, where he grew up. He’s a Big Three automaker kind of guy. And this is a Big Three move. It’s Ford buying Jaguar and Land Rover and Volvo because they can’t think of anything else to do.
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The best theory I’ve heard so far on the takeover bid came from SJ and is this: Microsoft is worried that Yahoo is floundering, and that if Y! loses market share, Google will take over more of it than Msft can grab. To keep Google from becoming more dominant, they’re going to prop op Yahoo until the MSN-WinLive-aQuantive combo is stronger.
In that scenario, Msft might not try to integrate much of Y! into Msft’s own offerings.
Funniest thing I heard is that MS provoking Google to cry “Internet Search Monopoly” thus making people to look around and find the monopoly. Which is Google at the moment.
Would be weird if it happened.