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Links 1 through 10 of 56 by Ho John Lee tagged yahoo

Some notes regarding the Microsoft Bing-Yahoo deal, extracted from Yahoo's 8K filing today.

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Video + transcript - Erick Schoenfeld (TechCrunch), Steven Levy (Wired), Nick Wingfield (WSJ) on Charlie Rose to discuss the Microsoft/Yahoo search deal. The group talked about the initial deal Microsoft offered Yahoo last year to buy Yahoo outright, the complicated nature of this new deal, Microsoft Bing, Yahoo walking away from the search fight rather than engaging, how this was the worst of the deals that Microsoft had offered so far, the Bartz/Ballmer reaction, what this means for Microsoft versus Google now, and the possible antitrust implications of all of this.

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"Yahoo Inc is considering developing new real-time search capabilities, even as it outsources its existing Internet search technology to Microsoft Corp. Yahoo's Prabhakar Raghavan, head of Yahoo Labs, said that the company could potentially "mine" messages from Twitter, the popular microblogging service, to offer Web surfers search results beyond those offered by Microsoft's Bing."

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Danny Sullivan with a conversational summary of topics around the Microsoft-Yahoo search and ads deal announced yesterday.

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Summary comparison of last year's proposed MSFT-YHOO deal vs the one that was announced this morning.

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"We're somewhere between a market where Google dominates 65-82% of all search queries. When it comes to referring queries that point out from the engine's properties (Google/Yahoo!/Microsoft not searching or linking to their own content), I believe Google's closer to sending out 80-85% of that traffic."

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"The latest terms of the deal underscore Microsoft's devotion to developing and owning technology vs. selling media. The deal won't make it a bigger seller of online advertising but it would allow it to eliminate a search-technology competitor in Yahoo and consolidate roughly 30% of the search marketplace on its own platform -- a large enough share, CEO Steve Ballmer seems to believe, to dent Google's dominance."

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Henry Blodget - not a Bing fan. Correctly points out there is a branding and user habit issue though. "And that gets to the heart of Microsoft's problem here: Search isn't broken. The reason almost 70% of folks use Google is that most folks like Google and most folks are used to Google. If there's a "better" search engine out there, most people probably don't know that it's better (because it's really hard to tell--in part because "better" is in the eye of the beholder), and many people who can tell probably don't care."

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"In late May, Microsoft unveiled Bing, its new Internet search engine, in front of an audience of skeptics: technology executives and other digerati who had gathered near San Diego for an industry conference. ...Six weeks later, Bing has earned Microsoft something the company’s search efforts have lacked: respect. ... Less than a month after Bing’s release, Microsoft beat Google and Yahoo to a hot new area in search: It became the first major search engine to index new postings from popular Twitter users almost immediately. The move helped amplify the buzz around Bing....“I feel like they are a little more daring,” Mr. Sullivan said. “They popped this thing out in a few weeks. That’s very Googley.”

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Interesting. Mini-Microsoft gets a little positive. "I've got to say: in my opinion, Microsoft has turned The Corner.You know The Corner. The one that gets us off of pothole ridden Vista Avenue (one street over from Lincoln in Blue Velvet). The Corner that requires Microsoft to shed some of the fat it has layered on recently just to make the turn without flipping. The one that requires a bit of humility for past failings (the aforementioned Vista, Xbox losses & red-ring, Zune's market performance so far, WinMo asleep at the wheel, no coherent brand strategy, search lagging behind for so long, the abandonment of IE after IE6, a confused developer story, a bungled Yahoo! acquisition attempt, etc etc etc)."

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