May 10

BusinessWeek’s cover story aims to analyze how Microsoft will take on Google without Yahoo. It boils down to MSFT’s top salesman Keith Lorizio.

Microsoft said it itself, when it launched its bid for YHOO:

The online advertising market is growing at a very fast pace, from over $40 billion in 2007 to nearly $80 billion by 2010.

The online advertising market will double in three years! Even if MSFT doubled its online ad business every year for three years it would reach about $24 billion out of a total of $80 billion leaving billions on the table for competitors.

That’s why MSFT needs to make media acquisitions — and quickly.

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