I think he brings up a very good point about acquisitions and yahoo. However, many questions need to be answered before yahoo can move forward with any sort of acquisition based strategy. Does yahoo have the cash to buy up relevant companies that will help them in the long run? Will these companies even want yahoo stock if offered? What does yahoo's board think about this?

Right now it seems that yahoo is dealing with the fallout from all those layoffs and finding a new CEO. As good a strategy as it might be, I don't see yahoo rapidly acquiring companies right now or even in the near future.