Microsoft has to be doing a deal with AOL

So Microsoft and Yahoo announced they’d agreed to make their messaging tools communicate–or merge.
AOL, which is investing a HUGE amount of its strategy in AIM, was conspicuously missing from the announcement.
Susan sez: Is this about competition–or acquisition/investment?
Me vote for acquisition/investment–my guess is that the strategic co-venture Microsoft is exploring with AOL will deliver AOL’s audience eyeballs up to MSN tools over a staged 2 year phase in and will allow AOL to pretend it is a successful content company as it transfers its music and entertainment teams (the ones who get it) into a merged group that can deliver content to both entities.
Update: Scott Rafer has a similar post here.
update 2 — Richard Lusk says “It looks like it may be a AOL+Google+Comcast mashup.”

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  1. Richard Lusk says:

    “Microsoft has to be doing a deal with AOL”
    Susan, not according to this:
    http://www.crn.com/sections/custom/custom.jhtml?articleId=172300634
    It looks like it may be a AOL+Google+Comcast mashup.

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