I was expecting something on the deal during Yahoo's earning call. While Carol avoided any direct mention but then she wanted to give kudos to Microsoft for Bing. Well it couldn’t have been more direct.
Now coming to Microsoft's earning call, Microsoft's result will decide what they say about Yahoo. Results from Microsoft meet or beat expectation, little or no comment on Yahoo. Results disappoint, be ready to hear something positive about Yahoo and most analysts believe Microsoft may disappoint.
Ballmer saying something nice about the Yahoo home page would be a nice way to acknowledge Carol's complements on Bing