his blog has been rather quiet recently, but things should pick up shortly. I am in the process of relocating and other things have limited my time lately. This Microsoft (MSFT), Yahoo (YHOO) story just can't get any more interesting. Now that MSFT has walked, what can we expect? Well, YHOO's management team looks like fools, not only for misplaying their hand, but also for taking very lightly their fiduciary duty. Expect YHOO shareholders to revolt. I would not at all be surprised if YHOO is forced to do the deal, because the board really can not say anything to shareholders that remotely convinces them that the company is worth $37 per share or more. When the market thinks you are worth about $20 and someone offers you $33, you take it. End of story. Even if MSFT really is out for good, this whole thing will help YHOO because it will ...