Merger mania: Yahoo, eBay, Microsoft, Google ?

Reuters has a speculative story, based on a JPMorgan Chase report, that major tectonic plate shifting will occur among the major Internet presences. Growth is slowing, competition is getting more fierce, and bulking up and making strategic alliances (at the expense of competitors) is viewed as a way to defend the moat. eBay and Yahoo, Microsoft and Yahoo may be revisited, and Google will likely sit it out, according to the report. Last night I had dinner with Andy Abramson, who speculated that Microsoft could hook up with another Seattle-based company, Amazon. Or, how about Microsoft and eBay? AOL and ...? What's your guess about who should or will get in bed with whom?