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When I was contemplating writing my blog about the topic this morning for ZDNet, I considered a lot of those factors. So I took a different approach, even though Om Malik had already allegedly confirmed the news. I posed everything as speculation and never claimed it to be fact, and what would happen "if" this goes through. That gives good market commentary without having to eat crow later. I've seen a lot of bloggers today and yesterday who will need to eat crow in one way or another. While I'm all for taking a stand, I would never do so based on just a rumor.