While Yahoo!, Google or even Amazon taking out Pandora might be more exciting, a union with Sirius XM could make sense.
Don't expect Yahoo! Screen's August 18 live event with Taylor Swift to be a one-off performance.
It should be investing 101: Be sure to support your bear case with bonafide reasons to be bearish.
Pandora represents a key cog that could help Yahoo! reinvigorate its business and turn music back into a multi-billion dollar powerhouse.
As Taylor Swift releases clues, presumably with respect to her forthcoming album, the third one involves -- somewhat mysteriously -- Yahoo!
Pandora's pact with Merlin takes a step in the right direction on data, but it also alters the playing field with respect to independent artist exposure.
Getting rid of Marissa Mayer would be short-sighted. She's building a unique business at Yahoo! with a long-term focus, not the long-hanging fruit of advertising clicks.
Folks calling for change inside the Apple Store risk breaking something that doesn't need fixing.
Apple and Google have already crushed Microsoft with consumers. Expect a similar trend with business customers.
The Internet radio leader fails to lead, thanks largely to a co-founder set in his well-intentioned, but stubborn and righteous ways.