if MSN Search doesn't catchup with Y and G faster, you'd think the AskJeeves assets would be an interesting purchase for Mr. Gates, at relatively minimal cost. IAC could probably be had for somewhere south of $20B, which is easily within MSFT petty cash. Or they could cherry pick the assets they want, and let Diller keep the rest. (interesting side note: Expedia would come full circle were that to
happen -- originally a Microsoft-funded startup, it spun out, IPO'd,
then got acquired by Diller). gotta think that Gates is 2nd-guessing his decision a few years ago not to buy the Inktomi /Overture assets before Y did.
in any case, i'd bet 2:1 one of the big 3 eventually acquires the AskJeeves assets in some shape or form. or MSN could acquire another 2nd-tier search player like A9 or Snap.
other more blockbuster version of this same line of thinking is to have MSN acquire Amazon, and get the A9 assets as gravy. probably a little more of a stretch than the IAC deal, but perhaps not impossible. in that case, could be an MSN spinout / merger.
anyway, who the hell knows. but it sure makes for interesting gossip & speculation ;)