Mike Arrington had a great post this morning on Yahoo’s decision time. Love the war reference. Mike agrees that Silicon Valley will be a war zone with collateral damage. The rats are already leaving the ship as predicted by Josh Kopelmans post today. I’ve always loved Yahoo, but no matter what happens their fate is sealed.
I’ve said that you can’t compare this Microsoft to Microsoft of the mid 90’s, and you can’t compare Google today to Netscape of yesterday. Google is excuting and Yahoo isn’t. It won’t be an easy fight for Microsoft.
As an aside I received an interesting comment from a Microsoft insider the other day. He says “Since you’re thinking about MSFT/YHOO, my 2c: First, it’s a $44 billion admission that MS couldn’t get search and advertising right. Second, the culture clash will be dramatic. The only good part about it is that MSN could never decide if it wanted to be Google (alpha engineers) or Yahoo (content gods); now they’ve implicitly chosen the latter. We’ll see if that works. The trailblazers are actually aQuantive. They were assured that the MS engineers would do what the aQuantive biz people decided. Too early to tell if that’ll actually work, but it’ll be a leading indicator for the success of the YHOO acquisition. I’m not sanguine…”
The next logical question in this epic battle is “who is leading the troops for Microsoft”? Looking at Microsoft leadership (the generals) will speak volumes about their plans to occupy Silicon Valley.