Okay, re-upping with Facebook is good (certainly, Facebook itself is clueless about how to make money advertising), and adding search is extra spice. But Google's whining about its MySpace deal because it can't monetize search on a social network. The key to social network marketing is branding marketing, not direct marketing (i.e., search).

At the same time, Microsoft claims its online strategy is all about search. So remind me, Steve, why don't you still want Yahoo? You claim it's search that you're serious about, right? Search happens at search engines and at traditional portals, right? Not on social networks?

Somebody, please clear me up on the "strategy" here.