Henry Blodget wits:"He might be observing that the search product cycle is ending and Google has not yet found another product to drive the next wave of growth, which also might be less fun (especially if the company has to start firing people)."
Kara Swisher notes:"So, to my mind, Yahoo striking a Microsoft (MSFT) search deal first makes more sense, so that’s what I am monitoring. Such a deal would surely boost Yahoo’s revenues and stock price, allowing it to pay more for AOL."
Jemima Kiss cites Biz Stone:"Twitter's goal has always been to create a sustainable new company around the concept of this unique form of communication we have created."