Never gets there. 90% chance by the stats Yahoo is settled before then. Pandora, Millineal and Velti's position are all weaker than Yahoo's from my vantage point and we've seen what GP has done to them.
MM, Pandora, and Velti have NO case and no protection. GP will have a field day with them. They are our direct competition and it would be most beneficial to bring up the barrier on these guys ASAP which in turn makes their customers feel them too.