After Microsoft's $44.6 Billion bid for Yahoo was rejected by the floundering search company, many speculated that it was a ploy to increase the bid. That assumption may have quite a bit of merit to it with a large shareholder in Yahoo saying exactly that.
The second-largest shareholder of Yahoo stock is saying that Microsoft might have valid points and that a partnership of this sort may be in the best interest of Yahoo, but that MS will have to cough up more dough before it is worth their while. Will Microsoft bite at that? If they are truly set on taking down Google, they might not have much of a choice.