Yahoo and Microsoft – Now what?

Jerry – congrats. I guess. You have to be feeling a bit like the procrastinator that gets a last minute extension on a term paper. Yes, you have a second life but you haven’t really fixed any of the underlying issues. Now you need to get in bed with Google, buy AOL, or BOTH!
Steve B – congrats. I guess. You dodged a bullet and avoided buying a Unix/Linux development teams that would have created all sorts of unbelievable cultural and technical hurdles in an arena where the stakes are extremely high. But like the overachieving but uninspired student that turns his paper in early you still have to deal with the fact that you don’t have many original ideas and you’re playing more on reputation than ability.

Google – congrats. Seriously.

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