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Sunday, December 18, 2005

Comments

Don Dodge

Michael, Great post!! I subscribe to your blog so I get to read your insights everyday. It is interesting how we all have deep insights based on different perspectives. Your Wall Street experience, blended with your technical understanding is an incredibly important perspective.

Thanks for leading the discussion today, and everyday.

Don Dodge

Jason Wood

Michael,

Fantastic take on an oft-discussed issue. I find your thoughts in line with my own, although admittedly the near-term results suggest there remains a disconnect between these actions and the reaction of the investment community.

Yahoo! has arguably shown themselve to be at the forefront of embracing the long-tail of late [del.icio.us, Flicker, Yahoo 360, Six Apart SMB agreement, etc...] yet the stock has hardly been rewarded.

Similarly, Google isn't being rewarded for the major moves of late [Music, Classifieds, Base, etc...] although to be fair GOOG stock has already been a rocket ship this year.

And Askjeeves and IAC, both secondary but important players in the Web 2.0 M&A market certainly haven't been given a boost by investors as a result of their activities.

Keep up the great work,

Jason

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