I called it last week — a Yahoo/AOL merger potential. I disagree with Arrington that Yahoo needs to compete with Google; I think they are going in a different direction. If they team with AOL, then they have so many weapons in the battle for behavioral display advertising — and access to probably 65% (?) of the eyeballs on the web [via pageviews; just like Google commands that via search queries].
Match them up with the ISPs to anonymously track each user and you’re doing some real damage with behavioral display advertising (super high CPMs).