There is an interesting juxtaposition of stories today. On the one hand we have the Microsoft Yahoo! deal and on the other, reported in the New York Times, we have Apple deciding not to allow two Google products into the App store.
There is no connection between the two but in combination they present Microsoft as innovator, Apple as gatekeeping monopolist and Google as the victim of that monopoly. This is hardly representative of a seismic shift in sentiment but you could have got long odds about this not many months ago.