Over at PassingNotes, David Carpe (sp?) has Spurl founder Hjalli Gislason's reaction to the acquisition of Furl by LookSmart. Spurl and Furl are in that same social bookmarking pool as del.icio.us.
There's a few interesting tidbits in there, especially that Yahoo! is looking to get in this game, and that all the search guys are looking to build new relevance ranking algorithms on top of this stuff. Google is called a wildcard, although I might point out that Google already has a bit of a social bookmarking service called Blogger.