See Ball, Hit Ball

Posted: May 10, 2007 in Uncategorized
Slumping baseball players tend to overthink things, which messes them up even more.
Good coaches usually pull them aside and say, "Hey.  See ball.  Hit ball."
When YHOO and MSFT announced earnings over the last few weeks, I called up a friend at Microsoft and said, "well, that’s it… GOOG is pulling so far ahead — so far away — that MSFT needs to buy YHOO as soon as possible."
Why not? 
GOOG would.  That’s what they did with YouTube.  That’s what they did with DoubleClick.
GOOG just doesn’t overcomplicate things.  See ball.  Hit ball.
On the other hand, lots of articles since Friday’s "rumor" chronicling (complicating?) why MSFT shouldn’t buy YHOO.  I can only imagine these articles making decision makers at MSFT feel more comfortable not pulling the trigger.
But here’s a great quote from Goldman Sachs analyst Anthony Noto that I think sums it up best:
     "We believe that across advertising, Yahoo! is the only game-changing acquisition for Microsoft."
Or, said another way, the $1.6 billion MSFT could have paid for Overture is looking pretty damn cheap now.
  1. Unknown says:

    I really like this concept. "See ball. Hit ball." has been added to one of my universal truths. As a matter of fact, it\’s my new mantra. What you said makes sense — when I heard rumor, I thought about Google and the various types of moves they\’ve made in the past. Makes sense… MSFT buying YHOO is the next major, but logical move to competing in the same space and beyond.

  2. Royal Farros says:

    Thx, Victor!