Microsoft is still a leader. They rule the OS space, they rule the corporate desktop. They remain influential in many areas. They may not rule the web, but at least they remain leaders in very profitable spaces. And they have $40b in the bank. Where is Yahoo’s leadership? What are they leading in? If they are leading, are their leadership positions profitable? Is their trajectory up or down? Their revenues are relatively flat, growth is flat, it’s all flat. You can stand to be flat for awhile when you are way ahead, but when you’re #2 and flat you’re not in a good place.

i am still waiting for the mini-yahoo blog

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