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Last year Bartz vented to me about Yahoo's infrastructure problems - the company, she explained, was a compilation of fundamentally disconnected vertical silos, each with its own P&L, codebase, infrastructure, and culture. It was nearly impossible to roll out products that cut across, say, Mail, Homepage, Finance, IM, Search, and Flickr, because each instance required custom integration and coding. Yahoo was literally broken underneath, even as it looked consistent at the UI layer. Add in the issues of internationalization, and you went from nearly impossible to "not even worth considering." That mean stagnation, and on more than one axis. For one, it means it's very hard to find leverage between your internal resources, or to roll out new products that build on more than one stack. For another, it means it's next to impossible to open your company's resources up to third party developers (there's that word) who might want to add value to the ecosystem you've created.