Of course there is tons and tons of comment and analysis on the proposed Microsoft-Yahoo deal. I am not going to be able to add anything of value to this debate, instead I will point to a few of the pieces on the subject that I’ve found most enlightening.
- Internal MSFT email on WSJ – nothing surprising but sounds pretty confident on a deal
- Avenue A SVP: Microsoft + Yahoo = Irrelevant – worth a read if you have time
- Microhoo vs. Google: The Battle for Audience and Keystrokes – least we don’t forget about display ads (~30% of on-line ad spend and 2nd to search)
- First Evening at Microsoft’s SAS: Aha! – should MSFT be more like GE, maybe it makes sense
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