They say that only the grass gets trampled when elephants fight. And that grass might actually turn out to be Yahoo in the epic battle between Microsoft and Google.

While the New York Times spilled a lot of ink earlier this week in a very long piece about that massive mano-a-mano, the true fallout in the online ad space, at least, could be more painful for the No. 2 player–Yahoo–which sits smack in between No. 1 Google and No. 3 Microsoft.

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Which is just what I–the Amazing Kreskin–predicted would happen in a post on Yahoo on Monday.

“At least Yahoo shares, which have remained lackluster, are not likely to be impacted, as the disappointment is already baked in, ” I wrote. “In Google’s case, most are waiting to see if it blows away estimates–which would not [...]

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Here is the entire interview Eric Schmidt did with Walt Mossberg on May 31 at D5 in Carlsbad, Calif. The Google CEO’s appearance is also posted here on YouTube (big surprise!) by Google.
The talk focused a lot on copyright, since Schmidt went on right after my interview with Philippe Dauman (that post has both text [...]

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For a meeting where very little happened, Yahoo CEO Terry Semel did yeoman’s work yesterday at the portal giant’s annual stockholders gathering at the Santa Clara, Calif., Convention Center.

Despite the cheesy ballroom setting, festooned with Yahoo-themed purple balloons, scratchy audio and very unflattering lighting, he dug in before a small audience of perhaps a few [...]

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For those who think Microsoft did not have the guts to make big purchases on the Web, the $6 billion all-cash price they ponied up for advertising network aQuantive should quash that sentiment.

That’s more than 10 times its revenue last year, and, yipes, close to 50 times its cash flow. And that is double what [...]

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