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Like everyone in web, I have an opinion on Yahoo/Microsoft deal, after reading a lot of post about this subject I don’t understand why all the tables comparing the earnings includes all microsoft divisions (HW , software, web, games) or at least that is what looks like, because I didn’t see any indication of the contrary and as far as I know Yahoo or Google don’t produce consumer hardware, games, OS or office suites with a licensing business model.
The tables should have been the numbers of Yahoo + the numbers of MSFT but only the web divisions and then comparing that to the numbers of income and profit from Google.
But for the analysis and predictions I will point to some posts were A list blogs have made a better job in describing the situation, effects and timelines.
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