The users' point of view on Microsoft and Yahoo

I’ve stayed out of the Microsoft attempted merger of Yahoo so far. But EVERYONE seems to be talking about it from all sorts of angles.

Me? I take the user’s point of view and that’s one I haven’t seen discussed much yet.

Will Yahoo moving to Microsoft be a good thing for users? Let’s take a tour.

Yahoo Messenger users and MSN Messenger users. Wash to bad things for Yahoo’s messenger. They already work together and I doubt that having two huge teams with two huge user bases of hundreds of millions of people trying to work together will bring much new. At worst case the Yahoo team will leave and so Yahoo’s Messenger will stop seeing new features.

Yahoo Mail and Hotmail users. Wash to bad things for Yahoo’s Mail. Same as with the messenger side of things. Eventually I can see Yahoo’s Mail get frozen and so bugs and things won’t get fixed on Yahoo’s side and I can see pressure (advertising, etc) to pull people off of Yahoo and put them on Hotmail or whatever they are calling it now (Microsoft Windows Live Mail).

Flickr. The users of Flickr are very scared of what a Microsoft purchase might mean. But here Microsoft has no significant player, so they’ll probably try to keep the development team intact. Plus, there are a lot of smart people at Microsoft who are into photography (Ansel Adams’ son Michael was at Microsoft Researcher Curtis Wong’s wedding, for instance) So, good things could happen here for Flickr’s users.

Delicious? No real Microsoft competitor and tons of Microsofties love Delicious, so good things ahead, just like Flickr.

Yahoo Maps and Live Maps? I like Microsoft’s Maps better, but there’s some tricks that Yahoo does better. So, if these teams get along we’d probably see an improved version of both services, although I doubt they’d remain separate code bases.

Yahoo Search and Microsoft Live Search? Microsoft is already gaining on relevancy, so that tells me there are still a few smart people at Microsoft working on search. They just don’t have a brand name worth s**t. So, Yahoo’s brand name on top of Microsoft’s search will help Microsoft out a lot. I doubt that we’ll see a Google killer out of the joining of these two companies, though. The sales teams will be joined and will prove profitable for Microsoft. For users, though? I doubt we’ll see anything for years in terms of dramatically better search.

Developer tools and such? Microsoft isn’t threatened by anything Yahoo is doing, although the Pipes and Fire Eagle and other Yahoo teams will probably love working at Microsoft. For users? Join those tools into Ray Ozzie’s new Mesh and we could see some cool new stuff.

Portals? Yahoo’s has more users, more respect, and more features. I don’t see anything major for users either way there.

Finance and Personals sites? I doubt users will see much change there.

So, for users, there’s some negatives, and some positives.

How do you see the Yahoo/Microsoft merger affecting users?

As to Microsoft employee morale? That’ll end up a positive in this deal. After all, Microsoft employees will see their stock go up, not down. That drives morale more than anything.

For board members? Marc Andreessen covers that.

Comments

  1. Possible positives for Flickr users.

    1. Increased exposure of user’s photography by integrating Flickr’s algorithm into MSFT image search.

    2. The possibility that Flickr/Corbis could put a deal together allowing Flickr photographers the ability to monetize their photography through an opt-in stock photography program.

    3. Increased exposure of Flickr user’s photography by integrating Flickr in better with Media Center, which is an ideal platform to show and share beautiful and amazing photographs in the home.

  2. Possible positives for Flickr users.

    1. Increased exposure of user’s photography by integrating Flickr’s algorithm into MSFT image search.

    2. The possibility that Flickr/Corbis could put a deal together allowing Flickr photographers the ability to monetize their photography through an opt-in stock photography program.

    3. Increased exposure of Flickr user’s photography by integrating Flickr in better with Media Center, which is an ideal platform to show and share beautiful and amazing photographs in the home.

  3. I’m torn on this. On one side I just want to see what will happen if this goes thru but I do use a few Yahoo products and prefer them over the MS versions.

    I just ditched my.yahoo last week in favor of iGoogle. I just got sick of seeing ads on “my” yahoo. Aside from that the only Yahoo products I use are Flickr and Yahoo mail.

    I’m not a big photo guy so I assume whatever happens to Flickr will be transparent to me. However, I really do like Yahoo mail and loath hotmail. So, this is the one user facing “problem” that I’m a bit worried about. I even use Yahoo Mail’s “my domain” (or whatever its called) service so that I can check my domain’s mail thru Yahoo’s interface.

    This is the only product issue I care about. I have zero desire to use hotmail and am not a gmail fan so this will be pretty interesting.

    Another aspect of the potential merger which has been talked is the technology… obviously MS is .NET and Yahoo uses a ton of PHP. I know this tech transition has been covered but I haven’t read anything on the “people seeking a job” angle. Yahoo’s use of PHP gives valley based PHP types a potential place to apply… If they do merge I wonder how the tech thing’s gonna pan out what affects it will have on the job market.

  4. I’m torn on this. On one side I just want to see what will happen if this goes thru but I do use a few Yahoo products and prefer them over the MS versions.

    I just ditched my.yahoo last week in favor of iGoogle. I just got sick of seeing ads on “my” yahoo. Aside from that the only Yahoo products I use are Flickr and Yahoo mail.

    I’m not a big photo guy so I assume whatever happens to Flickr will be transparent to me. However, I really do like Yahoo mail and loath hotmail. So, this is the one user facing “problem” that I’m a bit worried about. I even use Yahoo Mail’s “my domain” (or whatever its called) service so that I can check my domain’s mail thru Yahoo’s interface.

    This is the only product issue I care about. I have zero desire to use hotmail and am not a gmail fan so this will be pretty interesting.

    Another aspect of the potential merger which has been talked is the technology… obviously MS is .NET and Yahoo uses a ton of PHP. I know this tech transition has been covered but I haven’t read anything on the “people seeking a job” angle. Yahoo’s use of PHP gives valley based PHP types a potential place to apply… If they do merge I wonder how the tech thing’s gonna pan out what affects it will have on the job market.

  5. Biggest thing I worry about on such a merger is if Microsoft will force the Yahoo services to switch to all Microsoft technologies (ie: .NET). That essentially will force those services to stagnate for a period of time during this transition.

    If you recall, the infamous Hotmail switch from FreeBSD to Windows/IIS took years and probably many millions of dollars to complete. It certainly wasn’t the poster child for Microsoft technology.

    While I am sure today a similar transition would probably go much smoother today, your still dealing with transitioning millions of users to what would be entirely rewritten product. Not to mentioning transitioning many TB’s of data (it is one thing to transition Hotmail, who’s mailboxes back then were stuck at 2 MB, it is another to transfer a Flickr account that has hundreds of GB’s of photos on it).

  6. Biggest thing I worry about on such a merger is if Microsoft will force the Yahoo services to switch to all Microsoft technologies (ie: .NET). That essentially will force those services to stagnate for a period of time during this transition.

    If you recall, the infamous Hotmail switch from FreeBSD to Windows/IIS took years and probably many millions of dollars to complete. It certainly wasn’t the poster child for Microsoft technology.

    While I am sure today a similar transition would probably go much smoother today, your still dealing with transitioning millions of users to what would be entirely rewritten product. Not to mentioning transitioning many TB’s of data (it is one thing to transition Hotmail, who’s mailboxes back then were stuck at 2 MB, it is another to transfer a Flickr account that has hundreds of GB’s of photos on it).

  7. Just my two cents,

    I’ve got an European prospective on this one, where the market conditions are somewhat different and for me the biggest question is why bother..

    Search wise neither yahoo or msn are really relevant and I won’t expect that when they combine this will change. Google has become hardwired into peoples minds for searching.

    Messenger is big, yahoo rather smallish so again why bother.. The combination won’t change a lot and with the opening of the protocols who cares what service you’re using, it’s become ubiquitous and more and more people are finding the joy of programs like Pidgin or web based solutions like meebo.com.

    Flickr can only turn bad for them if to many people start leaving because they don’t believe in Microsoft and switching these kind of services is rather easy and competitors could even automate it for new users.

    Del.icio.us users will probably stay, just as I would, but the moment they stop providing support for the firefox extension I would be out of their in a hurry (and these data are also really easy to get out).

    Maps would be interesting, to see what happens, but currently only google is able to find my home address…

    Technology wise this is just a disaster waiting to happen if Microsoft decides to migrate everything to their stack. I still remember how “good” hotmail got when it was migrated to the MS stack.

    Microsoft hasn’t shown to be really understanding the web thingy or the open source stuff they would now encounter, my gut feeling is they won’t understand it, will be focussed on the wrong stuff and come to the conclusion like most mergers that 1 + 1 != 3, but instead just leads to 1.5, can you image the US dollar amount that is destructed in the process… (and if that happens it could get very ugly for Microsoft)

    Most business I’ve seen going trough a merger are essentially out of business for at least one year trying to cope with all the stuff that is happening. Can you imagine what 1 year is in internet time, almost forever …

    A better strategy would be to go incremental and focus on the new stars that could become big in the coming years, makes a lot more sense and is a lot cheaper.

    And let’s not forget customers are expecting that Microsoft also keeps delivering and improving all the other stuff like Windows, Office, Servers etc. etc.

  8. Just my two cents,

    I’ve got an European prospective on this one, where the market conditions are somewhat different and for me the biggest question is why bother..

    Search wise neither yahoo or msn are really relevant and I won’t expect that when they combine this will change. Google has become hardwired into peoples minds for searching.

    Messenger is big, yahoo rather smallish so again why bother.. The combination won’t change a lot and with the opening of the protocols who cares what service you’re using, it’s become ubiquitous and more and more people are finding the joy of programs like Pidgin or web based solutions like meebo.com.

    Flickr can only turn bad for them if to many people start leaving because they don’t believe in Microsoft and switching these kind of services is rather easy and competitors could even automate it for new users.

    Del.icio.us users will probably stay, just as I would, but the moment they stop providing support for the firefox extension I would be out of their in a hurry (and these data are also really easy to get out).

    Maps would be interesting, to see what happens, but currently only google is able to find my home address…

    Technology wise this is just a disaster waiting to happen if Microsoft decides to migrate everything to their stack. I still remember how “good” hotmail got when it was migrated to the MS stack.

    Microsoft hasn’t shown to be really understanding the web thingy or the open source stuff they would now encounter, my gut feeling is they won’t understand it, will be focussed on the wrong stuff and come to the conclusion like most mergers that 1 + 1 != 3, but instead just leads to 1.5, can you image the US dollar amount that is destructed in the process… (and if that happens it could get very ugly for Microsoft)

    Most business I’ve seen going trough a merger are essentially out of business for at least one year trying to cope with all the stuff that is happening. Can you imagine what 1 year is in internet time, almost forever …

    A better strategy would be to go incremental and focus on the new stars that could become big in the coming years, makes a lot more sense and is a lot cheaper.

    And let’s not forget customers are expecting that Microsoft also keeps delivering and improving all the other stuff like Windows, Office, Servers etc. etc.

  9. Yahoo is also a huge proponent of Javascript and AJAX technologies. If Microsoft were to acquire Yahoo I can see most, if not all Yahoo!’s services converted over to Siverlight in order to boost acceptance. This would be a big win for MS. It would also mean that I personally would stop using Flickr or any other of Yahoo’s services that required it.

  10. Yahoo is also a huge proponent of Javascript and AJAX technologies. If Microsoft were to acquire Yahoo I can see most, if not all Yahoo!’s services converted over to Siverlight in order to boost acceptance. This would be a big win for MS. It would also mean that I personally would stop using Flickr or any other of Yahoo’s services that required it.

  11. This is assuming that Flickr, Delicious, etc. teams stay at Yahoo post-apocalypse, er, I mean the merger.

    From everything that was said about this merger, it seems that a lot of smart people within Yahoo are set to leave if it happens.

  12. This is assuming that Flickr, Delicious, etc. teams stay at Yahoo post-apocalypse, er, I mean the merger.

    From everything that was said about this merger, it seems that a lot of smart people within Yahoo are set to leave if it happens.

  13. Yahoo Search and Microsoft Live Search? Microsoft is already gaining on relevancy, so that tells me there are still a few smart people at Microsoft working on search. They just don’t have a brand name worth s**t. So, Yahoo’s brand name on top of Microsoft’s search will help Microsoft out a lot. I doubt that we’ll see a Google killer out of the joining of these two companies, though. The sales teams will be joined and will prove profitable for Microsoft. For users, though? I doubt we’ll see anything for years in terms of dramatically better search.

    Robert..

    I don’t think that it will take Microsoft years to make a difference Robert, I feel that they may be closer than anyone realizes. The whole situation at Yahoo has defiantly put things temporarily on Hold for live search.

    But I expect to see some changes in this area in the next few months.

  14. Yahoo Search and Microsoft Live Search? Microsoft is already gaining on relevancy, so that tells me there are still a few smart people at Microsoft working on search. They just don’t have a brand name worth s**t. So, Yahoo’s brand name on top of Microsoft’s search will help Microsoft out a lot. I doubt that we’ll see a Google killer out of the joining of these two companies, though. The sales teams will be joined and will prove profitable for Microsoft. For users, though? I doubt we’ll see anything for years in terms of dramatically better search.

    Robert..

    I don’t think that it will take Microsoft years to make a difference Robert, I feel that they may be closer than anyone realizes. The whole situation at Yahoo has defiantly put things temporarily on Hold for live search.

    But I expect to see some changes in this area in the next few months.

  15. If Microsoft takes over Yahoo, I guess Google won’t be so bad! Seriously, I can’t stand most things about Microsoft in terms of “taste”. I’ve tried their services and have always preferred things like Yahoo Mail to HotMail. This just happens time and time again. Microsoft may be in for a world of hurt if they take over Yahoo and lots of people like me switch over to Google services.

  16. If Microsoft takes over Yahoo, I guess Google won’t be so bad! Seriously, I can’t stand most things about Microsoft in terms of “taste”. I’ve tried their services and have always preferred things like Yahoo Mail to HotMail. This just happens time and time again. Microsoft may be in for a world of hurt if they take over Yahoo and lots of people like me switch over to Google services.

  17. One thing that MS has not gotten its head around is server OSs. FreeBSD is probably THE best server OS on the planet. I speak from many years of personal data center experience. Never once has a FreeBSD server I knew about gone down except for matters related to hardware. The same cannot be said about MS server OSs.

    MS needs to keep Yahoo a separate business and let them compete. Merging code bases is a dumb idea and ruins the individuality of Yahoo.

    Yahoo Mail is leagues ahead of anything MS offers.

    I prefer MS Live Messenger by a mile. It’s simply a better product.

    Flickr needs to be left alone. Full stop. Don’t try and monetize it beyond what it already in place. MS has enough money already.

    All in all, I hope the deal doesn’t happen. If the deal happens, then for all intents and purposes, it’s only MS and Google.

    This kind of thing reminds me of that movie with Stallone where all of the restaurants are Taco Bell.
    Competition is a great thing.

  18. One thing that MS has not gotten its head around is server OSs. FreeBSD is probably THE best server OS on the planet. I speak from many years of personal data center experience. Never once has a FreeBSD server I knew about gone down except for matters related to hardware. The same cannot be said about MS server OSs.

    MS needs to keep Yahoo a separate business and let them compete. Merging code bases is a dumb idea and ruins the individuality of Yahoo.

    Yahoo Mail is leagues ahead of anything MS offers.

    I prefer MS Live Messenger by a mile. It’s simply a better product.

    Flickr needs to be left alone. Full stop. Don’t try and monetize it beyond what it already in place. MS has enough money already.

    All in all, I hope the deal doesn’t happen. If the deal happens, then for all intents and purposes, it’s only MS and Google.

    This kind of thing reminds me of that movie with Stallone where all of the restaurants are Taco Bell.
    Competition is a great thing.

  19. ooooh… i forgot. as a developer I use yui quite a bit. I wonder what they’d do with YUI? no more support? would its default ui/look magically turn ugly and screw up ll the apps that haven’t done overrides on default ui.

    what about the mashups with yahoo maps and yahoo local… what about the yahoo API’s? a ton (all?) of the yahoo APIs have an option to get the results are serialized PHP. would this functionality go away?

    On a dev level this could get pretty ugly too.

    MS should buy Zend and adopt PHP while they’re at it… PHP.NET LOL

    -arin

  20. ooooh… i forgot. as a developer I use yui quite a bit. I wonder what they’d do with YUI? no more support? would its default ui/look magically turn ugly and screw up ll the apps that haven’t done overrides on default ui.

    what about the mashups with yahoo maps and yahoo local… what about the yahoo API’s? a ton (all?) of the yahoo APIs have an option to get the results are serialized PHP. would this functionality go away?

    On a dev level this could get pretty ugly too.

    MS should buy Zend and adopt PHP while they’re at it… PHP.NET LOL

    -arin

  21. I also use YUI and I’m worried that if Microsoft buys Yahoo they will shut the Yahoo Developer Network in favor of MSDN and ASP.NET. Almost all of the commercial javascript that I do is based on YUI and I want Yahoo to continue to support it. That is why I picked that framework in the first place.

    - Mark

  22. I also use YUI and I’m worried that if Microsoft buys Yahoo they will shut the Yahoo Developer Network in favor of MSDN and ASP.NET. Almost all of the commercial javascript that I do is based on YUI and I want Yahoo to continue to support it. That is why I picked that framework in the first place.

    - Mark

  23. PHP will disappear in favor of .NET, ask Rasmus what he thinks.
    M$ will swallow Y! and get erased. $40B turned into ashes.
    Y! employees will slack all the way to their retirements.
    That will be the last nail in the coffin for M$

    But if they bail out, monkey boy will be remembered as a quitter, total failure.

  24. PHP will disappear in favor of .NET, ask Rasmus what he thinks.
    M$ will swallow Y! and get erased. $40B turned into ashes.
    Y! employees will slack all the way to their retirements.
    That will be the last nail in the coffin for M$

    But if they bail out, monkey boy will be remembered as a quitter, total failure.

  25. @7 We don’t care if M$ search hits the first result with free lap dances. Nobody will ever use M$ search.

  26. @7 We don’t care if M$ search hits the first result with free lap dances. Nobody will ever use M$ search.

  27. This is an interesting question, especially to see it in a tech blog, because most ‘users’ are fairly basic in their use of technology. However, since for most people IE, MS Office, and Windows are the default norm, they just either learn to live with it or decide they “just aren’t computer people” and begrudgingly send emails as required to co-workers and children and otherwise avoid technology as much as possible.
    On a population-wide scale, people like us who read blogs, build web start-ups, use FireFox, Flickr, Delicious, iGoogle, etc. are the small elite fraction. We’re like wine connoisseurs while most of the population is still drinking cheap beer because they don’t know where to begin in acquiring a taste for vino. Ultimately most people will still probably use whatever came booted up on the computer when they bought it. A merger just gives Microsoft more room to push their monopoly further along without the user-friendliness and support is so badly needs.
    It’s often seemed to me as if MicroSoft must have a department that is solely responsible for making things just a bit more clumsy and awkward before shipping them out. But do people who only use IE, Office, and Outlook know there’s any other way?

  28. This is an interesting question, especially to see it in a tech blog, because most ‘users’ are fairly basic in their use of technology. However, since for most people IE, MS Office, and Windows are the default norm, they just either learn to live with it or decide they “just aren’t computer people” and begrudgingly send emails as required to co-workers and children and otherwise avoid technology as much as possible.
    On a population-wide scale, people like us who read blogs, build web start-ups, use FireFox, Flickr, Delicious, iGoogle, etc. are the small elite fraction. We’re like wine connoisseurs while most of the population is still drinking cheap beer because they don’t know where to begin in acquiring a taste for vino. Ultimately most people will still probably use whatever came booted up on the computer when they bought it. A merger just gives Microsoft more room to push their monopoly further along without the user-friendliness and support is so badly needs.
    It’s often seemed to me as if MicroSoft must have a department that is solely responsible for making things just a bit more clumsy and awkward before shipping them out. But do people who only use IE, Office, and Outlook know there’s any other way?

  29. Personally think MS has been obscuring a decline in growth of new Windows licenses for several years, even if you exclude piracy. Volume Purchase Agreements (VPAs) give MS the ability to not only estimate the license picture but transfer those numbers from one quarter to another to paint a desirable picture.

    This only works for a while though and eventually a company has to resort to more drastic measures to impress Wall Street. The monetary failures of Live, Zune, Xbox and other things actually help to make the cash cows look better than they actually are. Failures in those other area are often accompanied by complaints (mostly in anonymous blogs) about failing areas being starved of resources in favor of the monopoly products.

    If the Yahoo deal goes through I expect a whole lot of obfuscation to go on, or a bit less obfuscation if synergies actually kick in as only Ballmer seems to think they will.

    If the synergies DON’T kick in, then “unfortunate and unforeseen” merger costs will be the culprit and stockholders will be asked to be patient for a bit longer.

    I don’t normally hawk my blog here, but I’m a couple of hours away from a longer post on VPAs and how they adversely affect some, if not most MS customers and how they allow MS to regularly surprise the market with more “sales” than were expected based on growth in related markets.

    No matter what happens with Yahoo the chickens are coming home to roost.

    PS: Didn’t Yahoo spin off Messenger work to a third party today? They (Yahoo) are playing their own games with user counts and the more they do this sort of thing the more confused and unverifiable the quarterly reports get, not to mention the more difficult it makes things for MS if the merger goes through. But that also neutralizes you point about user satisfaction. I think that is an item fairly low on both companies priority lists.

  30. Personally think MS has been obscuring a decline in growth of new Windows licenses for several years, even if you exclude piracy. Volume Purchase Agreements (VPAs) give MS the ability to not only estimate the license picture but transfer those numbers from one quarter to another to paint a desirable picture.

    This only works for a while though and eventually a company has to resort to more drastic measures to impress Wall Street. The monetary failures of Live, Zune, Xbox and other things actually help to make the cash cows look better than they actually are. Failures in those other area are often accompanied by complaints (mostly in anonymous blogs) about failing areas being starved of resources in favor of the monopoly products.

    If the Yahoo deal goes through I expect a whole lot of obfuscation to go on, or a bit less obfuscation if synergies actually kick in as only Ballmer seems to think they will.

    If the synergies DON’T kick in, then “unfortunate and unforeseen” merger costs will be the culprit and stockholders will be asked to be patient for a bit longer.

    I don’t normally hawk my blog here, but I’m a couple of hours away from a longer post on VPAs and how they adversely affect some, if not most MS customers and how they allow MS to regularly surprise the market with more “sales” than were expected based on growth in related markets.

    No matter what happens with Yahoo the chickens are coming home to roost.

    PS: Didn’t Yahoo spin off Messenger work to a third party today? They (Yahoo) are playing their own games with user counts and the more they do this sort of thing the more confused and unverifiable the quarterly reports get, not to mention the more difficult it makes things for MS if the merger goes through. But that also neutralizes you point about user satisfaction. I think that is an item fairly low on both companies priority lists.

  31. AOL-TW all over again, basically it will come down to a Oracle/Peoplesoft, pay to kill a rival, just in this case, the merger loss will more than eat up any current (or future) gains.

    Fail all the way around, Yahoo will brain drain, and value out, Microsoft will get stomach-pains incurring serious costs and time on digesting the merger. Microsoft books the net loss Xbox-like, shareholders get shafted (as is usual).

    You are thinking a bad merger will drive up the share price? Maybe temp on the bump news, but I doubt mid or long-term, so get those short-sell trigger-happy fingers ready. It could even be a serious wound, if they decide to convert to Microsoft technologies and fail or bottom-out. Dogfood immune-system rejection, marketingwise, that’s a killer.

    Meanwhile yam up Mesh, while maintaining radio silence on 7, hold endless junkets…and dazzle da bloggers.

  32. AOL-TW all over again, basically it will come down to a Oracle/Peoplesoft, pay to kill a rival, just in this case, the merger loss will more than eat up any current (or future) gains.

    Fail all the way around, Yahoo will brain drain, and value out, Microsoft will get stomach-pains incurring serious costs and time on digesting the merger. Microsoft books the net loss Xbox-like, shareholders get shafted (as is usual).

    You are thinking a bad merger will drive up the share price? Maybe temp on the bump news, but I doubt mid or long-term, so get those short-sell trigger-happy fingers ready. It could even be a serious wound, if they decide to convert to Microsoft technologies and fail or bottom-out. Dogfood immune-system rejection, marketingwise, that’s a killer.

    Meanwhile yam up Mesh, while maintaining radio silence on 7, hold endless junkets…and dazzle da bloggers.

  33. PS – You are sooooooooo wrong on morale. Morale? Near Nil. With just my press contacts I have picked up some biggies, you used to be with the Mothership, sounds like you need to fix the radio, lots of static there.

    From the insider press bubble, hardly anyone internal at Microsoft actually wants it, almost no one (if you Nielsen percentagewise it), but none dare cross Sir Hide-The-Chairs. The only reason it’s even being considered is that MSN/Live is in such a sorry state, that the photocopiers aren’t even working.

    I think Ballmer will look tough, but then cave, blaming market conditions. If he goes ahead, a real revolt and/or impeachment.

  34. PS – You are sooooooooo wrong on morale. Morale? Near Nil. With just my press contacts I have picked up some biggies, you used to be with the Mothership, sounds like you need to fix the radio, lots of static there.

    From the insider press bubble, hardly anyone internal at Microsoft actually wants it, almost no one (if you Nielsen percentagewise it), but none dare cross Sir Hide-The-Chairs. The only reason it’s even being considered is that MSN/Live is in such a sorry state, that the photocopiers aren’t even working.

    I think Ballmer will look tough, but then cave, blaming market conditions. If he goes ahead, a real revolt and/or impeachment.

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