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but we should not underestimate Yahoo too.
You're right - we should not. Patience, people. Y! is about to release a product that could play a huge part in their movement forward. YPN is no small effort.
The other aspect that nobody seems to recognize is timing. This product will lead a flurry of media buzz because of the potential impact that it can have on YHOO's following quarters. GOOG, as we all know, is the only real growing cash cow of the Internet to the market. Y! has a lot to gain with the release of this news. Deployment of the news and release of the product need to be perfectly timed.