I thinking swinging for a homerun may be the wrong strategy. Tumblr was a solid double, maybe a triple. Yahoo! is a media company looking to sell advertising, having a large breadth of singles, is just as valuable as a big homerun. Similar to AOLs strategy, but maybe with more technical chops and more consumer by-in. AOL is essentially a collection of blogs where Yahoo! has greater user engagement where users are creating at least some of the content on Yahoo!. That's how I see it anyway.