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How Yahoo could prevail

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Microsoft's bid-to-buy battle for Yahoo has settled into a low intensity tactical affair. It's not likely that we will see a quick solution, barring a surprise announcement by the Yahoo board that it will capitulate. Fortune sketches out one possible scenario. If Yahoo's next earnings report, due late next month, turns out to be terrific, Yang and company can use it to prove that it can either make it alone, or that it deserves a higher price. Fortune notes that in a similar situation, BEA surprised everyone with strong earnings that prompted Oracle to boost its bid by $1 billion.  

For more:
- here's the article

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