Does it make sense for Marissa Mayer and Tim Armstrong to join forces?

More and more, Yahoo and AOL are looking like the same company, so wouldn't it make sense for Marissa Mayer to make Tim Armstrong's AOL her next high-profile acquisition? There's plenty of rumbling to that effect—including from one hedge fund manager who is pretty sure it's going to happen—and on paper it seems to make sense for two old-guard Internet companies that are banking big on digital content including video, news and entertainment...