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Micro-hoo: The Plot Thickens

… and that is an understatement. A recent series of actions by Yahoo are all designed to either force Microsoft to up their current unsolicited bid or make the entire plan unpalatable, ending with...

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Why recent Google Q1 Earnings should have your ears prick up

With wild stock market swings becoming a fixture in recent weeks, the one that was brought on end of last week by Google’s unexpectedly strong Q1 earnings report – sending it’s stock up from $455 by...

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Micro-hoo: A Bad Idea – Branding and Positioning Issues

Some comments I wrote today on this Silicon Alley Insider post on new movements in the Microsoft-Yahoo negotiations ballooned to the point that I determined they would be worth their own expanded post...

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Microhoo: The “Post-Mortem Post”– Part 2

OK, this isn’t the post I meant to write, but the (pseudo-)developments are simply happening too fast to catch one’s breath. Today, Microsoft apparently walked away from a Yahoo deal more thoroughly...

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Microhoo “Post-Mortem Post”– Part 3: Delusions of Scale

The ups and downs of the Micro-hoo saga continue unabated, with renewed Carl Icahn intrigue being the flavor of the week. The noose that irate shareholders have been verbally tying around Jerry Yang’s...

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Yahoo Sliding Into Deeper Trouble, Should Microsoft Pounce?

In the midst of all the hemming and hawing over the potential meltdown of the financial system, and the pitched discussions about the "bailout-rescue" and other schemes to avert it, it is easy for...

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It’s been 13.5 Years, Microsoft!

Henry Blodget over at the newly rebranded “Business Insider – Silicon Alley Insider” (a hint of “Microsoft branding mess” in that one, no?), this morning wrote an excellent post on how the balance of...

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