And it’s not like Yahoo is being attacked on all sides. They’re not being eaten alive by a gang of rats. They are being devoured by the 900-pound Googlerilla in the room. Google’s revenue is growing at twice the rate of the Internet ad business overall and 9× faster than sales at Yahoo.
Fried has a good point: for all of Microsoft’s problems, they are still #1 in a bunch of very profitable markets. Where is Yahoo #1? Exclamation marks?