Never, ever, under estimate Microsoft. In true win at all costs focus, Microsoft is re-packaging its online search service as “Kumo”, a word meaning spider and/or cloud in Japanese. This is hardly news since the announcement was made in early March 2009. But, couple this news with the fact that Yahoo! and Microsoft have re-started discussions on partnering in their respective search and online advertising businesses and you start to see the strategic alignments coming into focus. This could be a reality check moment for Google if Yahoo! and Microsoft (actually) find a way forward.