I don't think Google is on a good path right now, but I would majorly hesitate to compare them to Yahoo. Yahoo has dawdled for years with no clear vision of what the hell they are doing. In fact, you could argue that Page's current strategy is a play against turning out like Yahoo. It's a pretty clear vision, even if I don't like it, and it's certainly product-oriented. They're focusing on one product and streamlining all the random crap they used to do just for the hell of it.

I don't know what will happen with Google, but I don't see Yahoo's fate in their future.