Twitter would be another great addition.

I think Apple would do better to start thinking of promoting best-of-breed services even when they allow others from outside the "walled garden."

Steve Jobs pursued buying Dropbox but would have made it Apple-only. It shouldn't insist on this. Same goes with something like WhatsApp in the messaging space. There was yet another iMessage failure yesterday. This can't happen and it would be more powerful to have an open Messaging platform like WhatsApp than insisting on keeping iMessage as a closed system. Twitter would also have to remain "open" to non-iOS users.

The bottom line is that Yahoo! can be extremely helpful to Apple in charting out these kinds of new services. For those who like to put down Yahoo! as a non-factor in web services, I'd say:

(A) You're still bashing Yahoo! as though it was a $14 stock instead of a $24 one.

(B) You're bashing flies in the face of raw user numbers to Yahoo!.

(C) Finance, Sports and News are monsters for Yahoo!.

(D) Marissa Mayer is overseeing a rehaul of all Yahoo! properties for mobile and Apple can benefit from this rehaul.

(E) If not Yahoo!, who else is Apple going to partner with to help with this new web services area? Google? Facebook? Microsoft? Exactly.

Forget Blue Ocean or whatever else is the strategy fad of the day in Silicon Valley: Yahoo!'s strategy will be a mobile Switzerland one for the foreseeable future.

At the time of publication the author was long YHOO.

This article was written by an independent contributor, separate from TheStreet's regular news coverage.

Eric Jackson is founder and Managing Member of Ironfire Capital and the general partner and investment manager of Ironfire Capital US Fund LP and Ironfire Capital International Fund, Ltd. In January 2007, Jackson started the world's first Internet-based campaign to increase shareholder value at Yahoo!, leading to a change in CEOs in 2007. He also spoke out in favor of Yahoo!'s accepting Microsoft's buyout offer in 2008. Global Proxy Watch named Jackson as one of its 10 "Stars" who positively influenced international corporate governance and shareowner value in 2007.

Prior to founding Ironfire Capital, Jackson was President and CEO of Jackson Leadership Systems, Inc., a leadership, strategy, and governance consulting firm. He completed his Ph.D. in the Management Department at the Columbia University Graduate School of Business in New York, with a specialization in Strategic Management and Corporate Governance, and holds a B.A. from McGill University.

He was previously Vice President of Strategy and Business Development at VoiceGenie Technologies, a software firm now owned by Alcatel-Lucent. In 2004, Jackson founded the Young Patrons' Circle at the Royal Ontario Museum in Toronto, which is now the second-largest social and philanthropic group of its kind in North America, raising $500,000 annually for the museum. You can follow Jackson on Twitter at or @ericjackson.

You can contact Eric by emailing him at

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