http://kara.allthingsd.com/20080615/on-yahoos-shaky-future-well-said/ Mon, 23 Nov 2009 09:34:56 +0000 http://wordpress.org/?v=2.8.4 hourly 1 http://kara.allthingsd.com/20080615/on-yahoos-shaky-future-well-said/#comment-3319 John Tillman Sun, 15 Jun 2008 16:51:51 +0000 http://kara.allthingsd.com/?p=2138#comment-3319 Hi Kara,?I do not agree with Mr. Berman’s point of view. I highly doubt his understanding of search advertising business. It is not the technology issues; it is the scale issue for both Microsoft and Yahoo. He first wrote an article about how MS-yahoo merger doesn’t make sense at all. And, now he writes that how Yahoo-Google deal is bad. Yet, he doesn’t provide any concrete evidence for anything. Here is an example; if a word “mortgage” costs $15 on google for top listing. And the same word costs $ 7-8 on yahoo. So, there is a potential upside of $4-5 for Yahoo if it were to display adsense ad instead of its own. The price is high on Google because it has 3 times the scale than Yahoo. So, unless Yahoo improves its search query share, it would be difficult to make more money per search without getting help from google. Hi Kara,?I do not agree with Mr. Berman’s point of view. I highly doubt his understanding of search advertising business. It is not the technology issues; it is the scale issue for both Microsoft and Yahoo. He first wrote an article about how MS-yahoo merger doesn’t make sense at all. And, now he writes that how Yahoo-Google deal is bad. Yet, he doesn’t provide any concrete evidence for anything. Here is an example; if a word “mortgage” costs $15 on google for top listing. And the same word costs $ 7-8 on yahoo. So, there is a potential upside of $4-5 for Yahoo if it were to display adsense ad instead of its own. The price is high on Google because it has 3 times the scale than Yahoo. So, unless Yahoo improves its search query share, it would be difficult to make more money per search without getting help from google.

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