Last week, I and others asked what a finalized Google-DoubleClick deal would mean for Microsoft now, almost a year after the acquisition process was begun. Now, we can begin to see the answers.
An interesting collection of ideas at PR-inside.com says a Yahoo activist shareholder, Eric Jackson, suggests that the merger, which gives Google the display ad firepower it craved, means that a very strong number-two industry competitor is more necessary than ever, and a Microsoft-Yahoo merger could meet that requirement. The piece goes on to support this view with a substantial list of Asian competitors whose market share numbers stand to grow rapidly if Yahoo is weakened.
The News.com piece includes insight from an antitrust attorney with experience in the European Commission, Luc Gyselen, who predicts that:
"I cannot imagine that Microsoft's past and current dealings with the antitrust part of the Commission's competition department would create spillover effects into the mergers field."