If this deal occurs, I wish Yahoo and Microsoft all the best.
However, combining two organizations with serious problems in search wouldn't yield one strong organization.
It could even make things worse.
As I see it, the only three real threats facing Google are
- Google itself, external: Growing concerns over privacy and transparency
- Google itself, internal: Maintaining culture, quality, and nimbleness given their explosive hiring rate
- The "X" factor: Some garage startup nobody's heard of yet
SEL interview: Q&A With Microsoft On Proposed Yahoo Purchase: 2+2 = 1