Read the full post for more speculation and some Google gPhone updates.
But what if Microsoft wasn't serious about its offer? Well then things start to get REALLY interesting.
Certainly Microsoft's offer for Yahoo has thrown that company and several others into a tizzy. Yahoo can't be getting much work done, that's for sure. And if you believe the press reports, AOL and News Corp have been dragged into the strategizing, too, and are subject to disruption. For Yahoo, as the primary target, overall efficiency in the company will have dropped instantly by 20 percent just because people will be talking at the watercooler rather than doing their work. And Yahoo wasn't a very efficient place to begin with. This alone has some value for Microsoft, where I will guarantee you the distraction is far less.
Screwing with the minds of Yahoo has value to Microsoft and screwing with AOL and News Corp, too, well that's just a bonus.