… Unless Yahoo pulls a very large rabbit out of a hat prior to trading on Monday, expect their share price to decline significantly. Yahoo has put in place a number of very expensive anti-takeover provisions and employee retention programs. Also, their Q1 financial results, while above expectations, were not so materially positive as to offset the hit they are going to take. …

Google Wins

Google was the big winner in a Microsoft/Yahoo acquisition attempt, no matter what the outcome. But among the possible outcomes, a broken Yahoo and a frustrated Microsoft almost certainly result in increased market share for Google.

Don’t Count Microsoft Out Just Yet

There’s a reasonable chance that Yahoo tanks this week – really tanks. It’s not inconceivable that Microsoft could come right back to the table with a lower bid than the one they just pulled off the table. Don’t count Microsoft out yet – they may still get their win.

Techcrunch – Yahoo’s Tough Week Ahead – Michael Arrington