With Yahoo In Play, Google Mobile Advances
Posted by Rob at 6 February 2008, 1:38 PM and is filed under Open Handset Alliance and Android,Mobile Marketplace,Mobile Media and Applications 
Looking at
Yahoo’s future in wireless is a bit presumptuous without consideration of the
hostile mega-merger attempt launched by Microsoft last week. So before we get to the wireless skinny,
let’s talk merger for a minute.Should any merger be eventually worked out, it would be great news for Google shareholders. MSFT-YHOO would need at least 2 to 3 years to integrate their businesses and eliminate some 8000 jobs, mostly through layoffs.
As morale slumps at the joint behemoth, Google would speed ahead, especially with its wireless business, possibly building its own network. And Android promises a shot of innovation into the wireless space that many a user have been hungry for.
We’ve known for years that mobile represents the biggest growth opportunity for the web, and hence on-line advertising.
But despite
Jerry Yang’s apparent penchant for Yahoo’s independence (especially from Microsoft), anti-competitive concerns, and the presence of better potential partners (which Yahoo will likely seek out) are among my reasoning for this.
Nevertheless, Microsoft’s attempt has put Yahoo in play and (mobile market) change is on the way.
More to come...
Ballmer has gone off the deep end this time. He should lighten up on the caffeine!
When this thing fails, it should finally end his reign, and maybe we will start to see innovation again at Microsoft.
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Morale has already slumped and directors are leaving in droves.
In a way, it's a poison pill.
Employees love the company, but hate what it has become...and some are getting ahead of the potential axe.
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