Well it's happened...
Apparently Yahoo! has sold out to Microsoft even after spending 10 years on a search infrastructure. Some of the details of the deal are Microsoft will be providing all the search technology throughout Yahoo!'s site. In particular Microsoft is most interested in the e-Commerce section. At this time they will not be taking over all of Yahoo! only this part. In my opinion this is the 'meat' of Yahoo that provides the true information ripe for data-mining in competition to Google.
So what's left of Yahoo!??? Who knows... After Microsoft gets all the 'meat' they are simply left with the carcass of simply an online community of email and links. Yahoo claims this will save them a couple hundred million in operating expense every year. It may but at what cost or other lost revenue. Also the initial deal has left nothing for shareholders at this point except with a nice %12 day decline. At least if they sold out a couple months ago when Balmer was offering $30-$45billion (up to $35 per share) would have left a little padding for the wallet.
Well.. time to visit the Bay Area again to pick up some old Yahoo! servers cheap :-)
