Both RIM and Yahoo were managed by extremely intelligent, knowledgeable people who became billionaires building companies from scratch. They appeared to have everything going for them until Google walked into the room.
Not unlike a newly minted 28-year-old billionaire with absolute control of Facebook. (For more of my ideas, see
At the time of publication the author had no position in the stocks mentioned.
This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.