Comments on: Yahoo Microsoft – the Sequel? http://joeduck.com/2008/05/08/yahoo-microsoft-the-sequel/ Have Blog. Will Travel. Sat, 11 Feb 2012 18:54:27 +0000 hourly 1 http://wordpress.com/ By: JoeDuck http://joeduck.com/2008/05/08/yahoo-microsoft-the-sequel/#comment-76397 Fri, 09 May 2008 21:40:09 +0000 http://joeduck.wordpress.com/?p=1658#comment-76397 …feeding the lion your toes so he won’t eat your whole leg

OUCH – that is a neat but uncomfortable analogy … However based on my limited insider info I think Google has a kind of affection for Yahoo they do not have at all for Microsoft, so I think Google would be fine having Yahoo as an even more powerful second fiddle, especially since killing Microsoft is “job 2″ at Google, only after making Google top of the heap.

]]> By: Dave Donelson http://joeduck.com/2008/05/08/yahoo-microsoft-the-sequel/#comment-76396 Fri, 09 May 2008 21:16:35 +0000 http://joeduck.wordpress.com/?p=1658#comment-76396 It will certainly be years–if ever–that Yahoo’s stock approaches anything over $30, much less $34 or $35. Even if the economy turns around in the next couple of years, Yahoo’s business model isn’t going to start miraculously working well enough to drive the stock price over those levels. And outsourcing Yahoo’s search business to Google is just feeding the lion your toes so he won’t eat your whole leg. Google isn’t going to be happy until their share of the display ad business is equal to their search revenue, either–and that’s going to come right out of Yahoo’s hide. You’re right, Joe, Steve Ballmer played Jerry Yang like Minnesota Fats (Jackie Gleason) played Fast Eddie Felson (Paul Newman) in The Hustler.

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