Googhoo or Micrhoo? Search ads monopoly or duopoly?

A LUCKY DAY: 3 concurrent BNs !!!

BREAKING NEWS 1: download S&Tn 2

Today’s 2stnews080521 no.2 Science & Tehnology newsletter, focusing on Yahoo and IPRs.

AS ALWAYS IN STN: A LOT OF APPLE PUBLISHING, AND ALL THE STORY IN TWO PAGES: WE ARE ALMOST COMPETITIVE WITH BREAKINGVIEWS THAT SAY IT (AND EVEN MORE) IN ONE PAGE

RELATED BREAKING NEWS 2 and 3:

 

2. MSFT WANTS TO BUY FACEBOOK AND MERGE IT WITH YAHOO (SEARCH ONLY)? Read, comment scobleizer.com on WordPress.

OBJECTIONS and ALTERNATIVES from a  number of blog posts in TechCrunch (we read hundreds of pages, and found them by far best value, together with breakingviews sempre primo della classe). Our synthesis:

FAQ 1. If the strategy is Facebook, to make it a sort of “gated community” (Robert Scoble’s alarming hypothesis), then what for Yahoo? Only Panama costs $20 bn (Citigroup estimate) 

FAQ 2. If MSFT now focuses Life Search Cashback, what for:

a) Facebook? Certainly not for above $10 bn;

b) Panama? You just buy Yahoo Asia and  the ad search business, without the software, because you desperately need CRITICAL MASS.

 

3. Wednesday 21, A BIG EVENT OR NOT? INTERESTING!

After years of passive innovation, is Microsoft about to  break in search technology and its business model?

“The big news this week may actually be Microsoft’s upcoming announcement at Advance08. (…) I’ll be at the event and live blogging, so stay tuned.” Michael Arrington at Techcrunch.com

I know it wasn’t nice, but I asked Google Search about  “Life Search Cashback“, it gave me all the list (people blogging from the Advance08 Conference today) but also asked me whether I actually meant “Life Search cash back” (I wanted to tell him, but not yet interactive: “sorry Engine, I understand you know the dictionary and you’ll learn more: but I was right”).

MORE  IN OUR ST Newsletter no.2: 2stnews080521 

WHO’S AFRAID OF (an independent) YAHOOLF?

NOBODY. It just happened: it was taken in between Microsoft and Google, in their global wars 1.0  – january 31 to may 15 2008 – and 1.1 (now). Google won the first run, but now it’s different.

April ‘o8 search shares:  62% GOOG, 17.5% YHOO, 9.7% MSN (MSFT), 4.3% AOL, 2.1% Ask.com (Nielsen data).

Users april ’08: 128 million G., 122m M., 117m Y., 105.5m Time Warner (AOL). Nielsen data.

US Searches same month – source Hitwise: 67.90% G, 20.28% Y, 6.26& M, 4.17% ask.com. MSN loosing ground from March to April, according to Hitwise.

1Q08 (4Q07) spending by US search advertisers: 70.4% (74.5%) G., 24.2% (19.6%) Y., 5.4% (5.9%) M. (NYT from SearchIgnite). Yahoo eroding Google’s share, according to this source.

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