"For years, the story has been that we've got to milk our businesses to fund:
- search (panama)
- apex
- SDS
- mobile
- Ash's platform/infrastructure division
But have Sue and Jerry (and Dan and Terry before them) ever made an investment in internal development resources that has achieved a market level payoff in dollars?
Maybe, but I can't think of one."
"I think if you just look at the 450 plan, you see that the rates are actually the same between new and old, for voice service.
Either way, rates are going up."
"@ycoward - my sense is that you're right.
Most of the people in SDS report to Bassel, not directly to Usama, which affords Usama the freedom to do whatever it is that he did."
"give Icahn some credit.
If MSFT really did pull out, Icahn would be pretty screwed, because there aren't many other bigger fish to swallow a $40B acquisition:
* Google could, but won't for antitrust concerns (That's the conventional wisdom at least as long as they have their hands full with YouTube.)
* eBay - Yahoo powers ads on eBay, but word is that eBay is unhappy with Yahoo's monetization rates."
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