From Bloomberg’s report on Steve Ballmer’s presentation in New York today:
“I do think there is a fairly compelling set of economics that underpin the idea of a search partnership, and, unless I’m fooling myself, over time, I think there is a good opportunity for a deal.”
Ballmer’s speaking at a McGraw Hill conference where he was interviewed on stage by BusinessWeek editor Stephen Adler. Peter Kafka live blogged it here, noting tidbits such as Ballmer’s comment that he prefers Microsoft’s technology to Yahoo’s but wants the latter’s scale:
“Whether or not there’s a partnership to be had with Yahoo, we think our own innovation… it’s not about Yahoo’s technology. It’s really about getting the pooled volume, because you actually can improve your product faster if you have more users.”
Kafka also noted that Yahoo Chief Executive Carol Bartz happens to be in New York as well …
Also today in New York: Google’s now down about $4, or 1 percent. Yahoo’s up 2 percent and Microsoft’s up 0.5 percent.