If Microsoft does succeed in their hostile takeover of Yahoo, they will have a huge integration problem on their hands, with largely incompatible interfaces and redundant products; but of course, they chiefly want the brand name and reputation of Yahoo, not its engineers or products, no matter what kissy huggy language they may use to try to prevent fight flight of talent and/or customers.
Google, on the other hand, has purchased many properties in the last two years and is mature in its cycle of integration into its plans with existing products. I'm bullish about Google's technologies coming online this year.
The MSFT + YHOO merger is good news for GOOG and bad news for MSFT and YHOO. The markets will get this wrong; take advantage of their error.
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