June 03, 2008


Porsche Roxter
The tiny SUV is inching its way towards production. It looks to have the 3.6 V6 that powers the Cayenne, with a name that fits a Taiwanese pop star better than Porsche's next abomination. Yes, I am a purist. The Cayenne and the Panamera are bad long term moves for a company that has thrived on basically a one car strategy for years. These are short term benefits over long term sustainability of the brand and it is going to bite someone on the ass sometime mid century or sooner.

Jerry Yang V.S. The Raider
Carl Icahn is steadily resurrecting the merger that I disappointedly watched disintegrate a month or so ago. His formal letter nicely articulates what we all knew: “That Microsoft’s bid of $33 per share is a superior alternative to Yahoo’s prospects on a standalone basis. I am perplexed by the board’s actions. It is irresponsible to hide behind management’s more than overly optimistic financial forecasts.”

Jerry Yang did not actually think that he won that last one did he? As revenue generating models continue to surge forward in the web and mobile industries, Yahoo is the prime target for the big boys. This is going to be a title fight between Microsoft and Google, Yahoo is just another casualty of war.

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