The always-entertaining and often-insightful FSJ on the Microsoft move; see the full post for more...
Well I've said it before and I know I'll say it again -- no matter what you may think about Steve Ballmer, whether you love him or hate him, you have to admit he's probably the most brilliant CEO in our industry and maybe in any industry today. This fantastic bait-and-switch maneuver on Yahoo just proves it. In one fell swoop Ballmer has upended this entire market space, roiled up everyone, forced all of his competitors into more difficult positions -- and none more so than Jerry Yang of Yahoo who looks more foolish than ever right now. How long till Yang comes crawling back looking -- nay, begging -- for a deal with Microsoft? Three months? His shareholders are already preparing an uprising against him. When the dust clears, Ballmer will scoop Yahoo up on the cheap.
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