Now before anyone runs off with any rumors, this is merely speculation on the A VC blog by Fred Wilson. I found it very insightful and actually learned a little along the way. It's really neat to see how a VC's mind can strategize and offer up this type of speculation.
The interesting thing I pulled from this, is that there is only a few players that can pull this type of acquisition off: Comcast, AT&T, Newscorp, and Yahoo!'s two biggest competitor's Google and MSN. The most fascinating of the comments I've read on the blog post were the suggestions of Google being a suitor.
I wouldn't doubt that buying Yahoo! has crept into the minds of Gates and Balmer, but what about Brin, Paige, & Schmidt? Google and Yahoo! have very similar cultures and Yahoo! has some great strength's that Google could really harness and take to the next level. I just see the speculation of MSN buying Yahoo! more as ... MSN buying them to try and catch up with Google.
After all the Yahoo! bashing across the Search Industry the last two weeks, I really have this feeling something is coming up for Yahoo! Something good. Call it my "Spidey Senses", if you must, but before year's end I wouldn't be surprised to hear something major coming out of Sunnyvale, CA.