I look at this statement as the moment when Steve Jobs brought Bill Gates on screen and announced that Microsoft was not the enemy anymore. It freed the company

I look at this statement as the moment when Steve Jobs brought Bill Gates on screen and announced that Microsoft was not the enemy anymore. It freed the company from the market share game where they were perpetually losers and allowed them to just create great products for their users. Changing the story changed their destiny. I knew of a profitable print publication that had a readership of about 90,000 people in the 1980's. But management saw other publications in similarly sized niches that had 100,000. They fought tooth and nail to get those extra 10,000 readers and spent incredible amounts of money to get them. But it actually pushed them into the red. There's something very powerful about focusing on your real market and doing what you're good at. Yahoo now has a clear goal of becoming and acting like the number 1 content company on the web. I think this clarity will bring positive results.