I’ve been gone for a while, but I have a new philosophy on posting. My plan now is to post more often, but make them a lot shorter, occasionally adding one of my typical multi-paragraph posts. That’s almost it for now, but I also want to comment on Microsoft’s unsolicited bid for Yahoo. Why? I don’t see much advantage in combining two companies that are losing to Google. Microsoft needs to continue its path of smaller acquisitions that pick at Google one piece at a time while Yahoo would be better in the hands of a company that doesn’t currently have a significant online presence; think IBM or AT&T.

By the way, just so everyone knows, I haven’t stopped writing during my break, I just haven’t posted. I have over a dozen drafts that haven’t found there way to the website, but may slowly appear post dated.

There have been recent articles on eWeek and other sites about the possibility of Google buying Sprint. Although I have said for the past few months that this is something Google should at least look in to, if not do, I’m no longer sure I think its a good idea. Sprint has 2 assets Google should want, Wireless Spectrum and a Tier 1 Network. Most articles and rumor sites I have read have focused on the Wireless portion of the deal because Google has already announced plans to enter the upcoming 700 Mhz auction, which is considered prime for wireless internet , and Wireless Spectrum would allow Google to ensure people can get online everywhere, therefore search from anywhere. Buying Sprint and renewing the plan to build a WiMax network is probably the quickest way to make Google’s dream of everyone having internet access from anywhere come true.

I think the Network is a key, often overlooked, part of a potential deal because of Net Neutrality. If Google owned one of the 9 Tier 1s and promised to be Net Neutral, it may force the other Tier 1s to remain/become Net Neutral in order to stay competitive. Google has openly campaigned for Net Neutrality, including publishing an Open Letter from CEO Eric Schmidt. Buying Sprint would allow Google to put its money where its mouth is, so to speak. Google has bought an undisclosed amount of Dark Fiber, but probably not enough to impact Net Neutrality. Buying Sprint would probably get them there.

There are a few problems with the potential deal. First Sprint’s market cap is roughly $45 Billion. That is a hefty price tag for a struggling company. Second, Sprint uses CDMA and IDEN on their Sprint and Nextel networks, respectively, instead of GSM, which I believe Google would prefer. In addition, Sprint has baggage, such as long distance and a terrible customer service reputation, Google probably doesn’t want to deal with. Google could go for Clearwire, with market cap of roughly $2.5 Billion, instead. Google would save enough money by purchasing Clearwire instead of Sprint, to build the wireless network.

What about the Tier 1 Network I thought was so important to ensuring Net Neutrality? Well, there are other options. AT&T (market cap of $240 Billion), Verizon ($127 Billion), and AOL ($63 Billion) are likely out of the acquisition question because of their price and the number of assets they have that Google wouldn’t want and NTT ($32 Billion) and TeliaSonera ($44 Billion) are likely out of the question because of their ties to foreign governments. Qwest ($12 Billion) is a possibility, but unlikely because there are 3 better options; Level 3 ($5 Billion), Savvis ($2 Billion), and Global Crossing ($1 Billion). Google could buy Clearwire, Level 3, Savvis, and Global Crossing for less than $15 Billion, leaving twice that amount to complete the wireless network before reaching Sprint’s price tag. This plan would allow Google to acquire wireless expertise, in the form of Clearwire, without the baggage of Sprint. It would also allow Google to impact the Net Neutrality debate by becoming one of the largest data carriers in the World.

Last week I became a fan of Google Maps on my mobile and Monday I became a big fan. I started working at a new client’s office in an area of DC I have never been, so last week I punched the address in Google Maps. It pulled up the map, as expected, but more importantly it displayed the Metro station near the address, which is what I was trying to determine in the first place. Today as I was sitting in the new office, which is very close to the under construction stadium for the Washington Nationals, I pulled up the map again hoping to find the address to a restaurant I was told was near. When I looked at the application I noticed it allowed me to search for businesses near an address. It still had the business address saved from last week so all I had to do was type restaurants and it listed about 8 that were near me.

Later in the week I needed to make reservations for our Brotherhood dinner at the Caucus Room on Saturday, so I started Google Maps and searched for the Caucus Room. It gave me the address and phone number, which was expected, but it also displayed the name Caucus Room when I called; something normally reserved for numbers in my phone book.

People seem to love predictions so I’m going to make a few business predictions I can see happening in the next year or so. First is the one that gave me the idea of writing this post; Google buying Adobe. Imagine 2 of our favorite Silicon Valley brands combining and giving us on- and off-line version of Dreamweaver & Photoshop powered Adobe AIR and supported by Google’s ever exanding super computer network. Granted this is possible without the 2 companies combining, but where’s the fun in that. A third, significantly less likely player in this combiniation would be Apple. Adobe & Google both seem to have extraodinary tight relationships with Apple. Google CEO Eric Schmidt is on Apple’s Board of Directors and Adobe is consistently the first to take advantage of the full power of Apple hardware. A hardware/software combination involving all 3 companies would instantly be THE force in the tech industry.

Next we move to banking. Once Bank of America completes its deal purchasing LaSalle Bank from ABN Amro, making it a major player in the Chicagoland area, it will no longer be able to make significant deposit purchases in America because it will be bumping up against the 10% limit. Bank of America will turn its vision overseas, starting with the previously rumored to soon be a Bank of America target, and new ABN Amro parent company, Barclays. Buying Barclays after Barclays purchases ABN Amro, the deal which made LaSalle available for purchase, will help Bank of America’s presence in Europe and South America. In addition Bank of America will push organic growth within the States in an attempt to truly become the first and only nationwide, coast to coast, in every major and mid sized city, bank, or in other words the Bank of America.

AT&T & Vodafone - How does AT&T continue to grow following combining the companies once know as PacWest, Ameritech, SBC, BellSouth, Cingular, AT&T Wireless, AT&T, and soon to be Dobson/Cellular One, among others? It buys the largest GSM carrier in the World, Vodafone. Vodafone has a market capitalization of about $160 billion, meaning it could be purchased for under $200 Billion. The great part of the deal is it would give AT&T control over the 45% of Verizon Wireless currently owned by Vodafone. The Feds would never let AT&T keep that portion, but in a pre-arranged deal with a private equity firm AT&T could sell the Verizon Wireless stake, currently valued at around $65 Billion, for $80 Billion or so, cutting the actual Vodafone purchase price to somewhere in the neighborhood of $120 Billion. Who would be interested in 45% of VZW? How about KKR and/or Blackstone who seem to be buing everything. Or the Goldman Sachs/Texas Pacific consortium which recently puchased fellow CDMA carrier Alltel for $27 Billion? This would give GS/TP more leverage in it attempt to get VZW to buy the CDMA assets, probably raising the price to over $115 Billion.