Cramer suggested MSFT buy YHOO. Cramer is losing big money on YHOO so he'll pump this idea for a while. What a fool! I'm sure anyone would listen to him and very doubtful MSFT would use up all their cash to buy YHOO. Ain't gonna happen. Buy Buy Buy YHOO and lose!
I don't think GOOG is going to eat MSFT alive. In fact, the risk might be in the other direction. As Gates said, it's rare that commentators underrate MSFT - but, in the case of search, that's what they've done. MSFT came late to the game and is trying to play catch up - but, with all that money and talent, it CAN catch GOOG.