Monday, April 7, 2008

Here's another prediction...

Microsoft is making a mess of the Yahoo acquisition.

I see the substance coming from Yahoo, and bully-ish(but empty)threats from Microsoft.

Here's what we know is going to happen:
- either Microsoft will make the most expensive mistake in the history of the company, or,
- take one of the biggest stock plunges it's ever taken.

I put my money(and prayers) on the big downwards plunge. It would be a perfect complement to the Bear Stearns implosion. It needs to happen. Because you can't EVER buy strategy. You develop it.

Microsoft, the maker of personal computing software for over two decades, cannot hope to turn into an Internet advertising business in 3 months. There is such a thing as inertia. And it cannot be stopped with hysteria.