Kara Swisher has the scoop twice over: Microsoft is sweetening the search deal ("The centerpiece of the offer ... would be a deal to buy about one-third of Yahoo from existing shareholders at a premium to where it is trading now"), and Yahoo's management is weighing options, including an AOL deal or a new CEO to replace Jerry Yang and a new President to replace Sue Decker.

The bottom line, according to Swisher: "Massive change is coming to Yahoo in the next 30 days, one way or another."

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