The Secret MS vs. Yahoo! Plan
1. MS stars quit the company and go work for Google.
2. Yahoo stars, ditto.
3. MS disses Yahoo, calls off bid; Yahoo stock first ever to achieve negative numbers.
4. MS stock doubles.
5. Yahoo, now linked at the hip to Google and with a valueless stock, drifts aimlessly through the Saragasso Sea of No Strategy.
6. MS buys Google. Gets Yahoo online revenues by contract as part of the deal for free . Kevin Martin intervenes with the FTC and Justice Dept, insisting that no competition is good competition.
7. Ballmer re-reads note from investment bank lawyer, “what about Google?”, wondering if he misinterpreted the message.