Yahoo Dips Into Single Digit Territory

This morning YHOO dipped to 9.83. This is a major inflection point for a company that could’ve sold itself to Microsoft a few weeks ago for at least three times that price per share.

Kara Swisher has weighed in asking questions regarding the company’s board. After Jerry Yang’s deer in the headlights performance at the Web 2.0 Summit last week, you’ve gotta wonder – where to from here guys?

Yahoo Search Now, Facebook Next: Microsoft Readies For Acquisition Integration

According to John Furrier, Palo Alto is abuzz with both Microsoft and Yahoo execs.

His take is that after Microsoft consummates the current deal it has put on Yahoo’s table to acquire their search business, they’ll be wandering down University Avenue to knock on  Facebook’s door (with a multi billion $ check in hand).

I haven’t had this verified, but can see how it would fit into Microsoft’s strategy. They already own a small piece of Facebook and given the social network’s recent bad rap it may be an opportune time for them to swoop.

UPDATE: Robert Scoble is also confirming the rumors swirling. Don’t bother going to the Garden Court Hotel (pictured above) for a sticky beak at what may be one of the most important deal talks ever in the history of the Internet, the meetings are taking place elsewhere.

UPDATE II: The blogging echochamber has been resonating with the continued vibration that Facebook is in Microsoft’s sights. Kara Swisher tells us that Mark Zuckerberg has denied the rumor. But who remembers how the YouTube founders adamantly told us they would never sell.

The beauty of the echochamber is that we also get some sound analysis emerging. Umair Haque makes some good points. I totally agree with him that it would be nuts for Microsoft to make the acquisition and then keep Facebook closed:

…only openness can maximize the value of network effects in this space, because there are no hard technological switching costs creating lock-in.

Facebook may become an integral part of Microsoft’s web plumbing, but to close its spigots would drive down its acquistion value.

Micrsoft/Yahoo Deal Theme Song: It Ain’t Over Till Its Over

The blogosphere has been abuzz since Microsoft indicated it was walking away from its offer to acquire Yahoo. But as many of us know a deal like this ain’t over till its over – anything can happen, and indications from Ballmer behavioralists is that anything probably will happen.

Taking a read through Michael Arrington’s comments on his colleague, Erick Schonfeld’s blog post speculating on the departure of Steve Ballmer we find:

Wow, Erick. Your poll options remind me of the “so when did you stop beating your wife” jokes. In yesterday’s Gillmor Gang we talked about what, if anything, Microsoft did wrong in the negotiations. Overall it seems they were handled as well as could be expected right from the beginning.

and later,

I mean, seriously, how about “He’s played this perfectly from start to finish”

and it isn’t over yet.

One thing the team at TechCrunch hopefully can agree on, and which they’ve got right is that Yahoo will be having an interesting Monday.

The best comment so far though has to be this parody: