The Internet Stock Blogoutlines the case that Yahoo is most likely to buy six apart, because “Yahoo! has no blogging platform”.
Dave Pell pointed out an interesting idea, that when a large company makes an acquisition in a particular area, then it is difficult for them to acquire a competitor to it, since there would be internal resistance or operational complications from the existing team within the company. Consolidation tends to happen on the outside.
On that basis, Google has Blogger and Microsoft has Spaces. So maybe Yahoo would buy Sixapart? Perhaps, since Google have Picasa, Yahoo could also buy Flickr.
With Sixapart and Flickr, Yahoo would have added two formidable services to their arsenal.