You may be wondering why I have said nothing about the Microsoft and Yahoo merger. It's like this, everyone in the valley knows that Jerry hates Microsoft. He will do anything to avoid a merger. His shareholders may have other ideas but for Jerry to sell out to Stevie B would make him a pariah in the Valley. When you have as much cash as these guys do it's all about the street cred in the end. Besides everyone is writing about this story and even the people I know inside Microsoft are bored of it.
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