add the fact that facebook snubbed goog by not letting them invest. the valley has grown tired of goog's dominance and budding arrogrance.
i saw sergi at a panel discussion at the plaza hotel in SF this week.....he looked pretty tired...when asked about a facebook deal his response was quite curt ....and he seemed irritated.
winds are shifting. although goog will continue to be an important co., there is more then enough room in the space for yahoo as well. $$ tells the story. always follow the $$. and right now its flowing into yhoo.