Monday, February 4, 2008

Microsoft will drive Yahoo into the ground

Two companies that don't know what to do, how to win in this online market. Over the last 3-4 years both have consistently made mistakes, treated their customers poorly. They have repeatedly followed the leader – removing traffic ads from search results page after Google did, increased mail storage allowance for users of Hotmail and Yahoo! Mail after gmail was launched, and many other such major changes.

Both companies are sitting on huge opportunities but the leadership doesn't know what to do with them. They have repeatedly failed to take advantage of these opportunities.

What do you get when two poor performers join forces?

People in the industry talk about “credible threat”, were the two not credible threats at some point over the last two or three years? They missed those chances, they will probably miss them again.

My prediction:

The right thing for Yahoo to do with the to stay independent, slim down, exercise, work hard, get bigger, better, faster, compete. But both companies (leadership) are a bit clueless right now, I trust them to mess this. They will merge. Microsoft will drive Yahoo into the ground just like they did Hotmail.

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