So how could Microsoft actually achieve those goals?
Answer? (And there’s only one). Buy Yahoo.
Buying Yahoo would give Microsoft 30% search share instantly. It would also boost Microsoft’s ad share close to that 40% goal.
I continue to think that a Microsoft acquisition of Yahoo would be disastrous for Yahoo (not to mention creating an annoying one-time tax hit for us long-term Yahoo shareholders). But what such an acquisition would do to Yahoo is irrelevant. If Microsoft comes in with a Murdoch-like offer, Yahoo won’t be able to refuse.