Muddling through the mess: Microsoft-Yahoo deals break the deadlock?

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Forgive me if I feel like I’m coming down with a case of whiplash.

Rob Hof did not conceal finding himself upset, in reviewing the Microsoft-Yahoo talks on May 2 post. The post beginning with "whiplash" briefly observes the confused situation, which makes readers (like me) not to fall into a prejudice. He summarizes the mess:

First, Microsoft CEO Steve Ballmer says he might walk away from his company’s unsolicited bid to buy Yahoo, then Microsoft hints it’s going to go hostile (soon!), then today, the company leaks that talks with Yahoo are intensifying―and I hear from a source close to the matter that indeed they have, both in recent days and especially today. And this is all in the last 24 hours!

Obviously, the mess is not his fault, I agree, or rather even sympathize with him. What is happening between Microsoft and Yahoo, indeed?
Previously, on May 1 pm Sillicon Alley Insider reported the company's conference call in which Steve Ballmer, Chief Executive of Microsoft, who maintained his idea to employees:

We’re interested in paying for it at some level and beyond that level we’re not willing to pay for it. I know EXACTLY what I think Yahoo is worth and I won’t go a dime above.

The exclusive review apparently made a host of prejudices among the tech media. Including the Wall Street Journal, many reporters of media made an inaccurate forecasts relying on Steve Ballmer's trumpet talk, though using "Exactly" hit considerable impact on their mind. Nevertheless, it seems not to be their fault. That is to say, nobody's going to change his exaggeration, even if they know how to. It might be simply force of circumstance. To put it simply, the media are experiencing the pains of childbirth. Something is on the way of transformation amid shouts of desparate.
For instance, Nicholas Carr argues "the transformation of the software business goes on" in his May 2 am blog post;

As Microsoft and Yahoo continue with their interminable modern-dress staging of Hamlet - it's longer than Branagh's version! - the transformation of the software business goes on.

Nicholas Carr, the tech pundit who has been doubtful about investing too much money in IT innovation, clearly sees through the future information era. Citing Shakespearean allegory, he comes up with a new theory that Google is going to threaten the Microsoft Office citadel, just as Microsoft defeated Netscape. He maintains:

No, Google's main advantage is simply that it isn't Microsoft.

If his theory is correct, Microsoft would not make no difference whether the talk arrives at agreement or not. Carr's theory drew much attention around, including Matt Asay citing in his post at CNET Blogs:

Nick Carr has a brilliant analysis of the current battlefield between Google and Microsoft. Microsoft may have the most money in the bank, but Google is the one disrupting the industry and making Microsoft play by its rules.

Good suggestion. If their theories achieve a common consent among the industry, does it make sense in predicting how much the merger agreement ends up between Microsoft and Yahoo?
There seems to be a host of reporters/bloggers whose reporting style come up against a brick wall in these months. Let us take examples first.

Rather than spend another day reiterating Microsoft's options or parsing the latest noncommittal statement from Microsoft CEO Steve Ballmer, I decided to offer a look at some things that have happened in the past six days.

In this post Ina Fried, a Microsoft-issue specialist, suggests that her reporting style needed to be fixed because of slow Microsoft-Yahoo negotiation. She observed the situation by the numbers. I agree with her decision.
One more example here, we would refer to another blogger, Betsy Schiffman.

One small step for Microsoft and Yahoo, one giant ball of confusion for web-kind.

Schiffman does not conceal her upset as well as Rob Hof, the first reporter I mentioned. She described the mess "one giant ball of confusion." A superior insight, I think.
In general, there are a lot of bloggers around the world, and blogging networks sometimes face to an exhaustion because of too much predictions or interpretations.
How can we thrive amongst the mixed-up conjunction? Can Microsoft-Yahoo deal break the deadlock? If so, when and how?