Kara Swisher has a detailed report of the Microsoft offer to Yahoo. Microsoft has to be pissed.
What we have hear is a failure to communicate (name the movie). Yahoo did the ‘godfather’ deal with Google. Google is Yahoo’s white knight – period.
It’s a smokey back room deal that saves Yahoo from clutches of Wall Street and an escape from the frontal assault from Microsoft.
Microsoft’s only move? Burn the village and buy up the market. I expect Microsoft to go on a rampage and buy up everything that moves. They have to retreat and regroup.
Microsoft’s move: change the game. Google won this battle.
SAI has a great writeup on the details and implications on the Yahoo pass on Microsoft.
It’s the Silicon Valley poison pill.