DISQUS

To The Psychiatrist:

I see no evidence that UBS and RBC owned any significant amounts of Nortel shares, then liquidated the shares, then downgraded the stock. Perhaps you will share with us your evidence of such transgressions?

You say it is obvious that they operate without integrity, yet you slander without any evidence.

I understand that in bear markets and amidst weak-performing companies and falling stocks people generally lose patience and want to challenge the integrity of others. But saying it does not make it true.

Scobleizer:

I think two questions are worth asking...

1. In a merger what new services or products will be created to serve new customers?

2. If there are no new services and new customers to be created by the merger, is the deal really being constructed to prop up a weakening business model?

Beware that most mergers fail because of these points. Talk of culture and synergies related to MSFT and YHOO are side-issues because these have little to do with customers.

Mike
www.OnDisruption.com

I think there are four simple but powerful questions the satellite companies (or any commoditizing business) should ask"

1. What part of the service is already good enough? Stop focussing on solving that problem.

More questions here:

http://www.ondisruption.com/my_weblog/2007/02/t...