I don't think yahoo is a mess, just a little too diversified. They have to potential to compete with both Microsoft and Google. I think they could use some advice from braintechs.com
A Messy Marriage
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As for Yahoo, it's struggled to find a direction for years. It's a search engine. It's not a search engine. It's a content creator. It's not a content creator. Terry Semel is a genius. Terry Semel is gone. Visitors to the hallways of the companies' purple and yellow California palaces are greeted with confused employees and empty cubicles depopulated by an endless series of reorganization efforts. Microsoft's ability to solve these problems will determine whether or not "MSFT-YHOO" turns out to be another "TWX-AOL."
In the end, the winners may prove to be online advertisers, who will see the potential for resulting stronger competition for Google to drive down ad rates and provide new advertising services. Google, to be sure, won't take this tie-up lying down, as its recent bid for wireless spectrum exemplifies. Microsoft investors beware.
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