| Title: | Barron’s: Y! possibly more valuable as G affiliate? Ouch. |
| URL: | http://www.rimmkaufman.com/rkgblog/2006/11/01/barrons-y-possibly-more-valuable-as-g-affiliate-ouch/ |
| Printed: | March 13, 2010 |
| Source: | The Rimm-Kaufman Group Blog, info@rimmkaufman.com |
- November 1, 2006
- 0 comments
Eric Savitz over at Baron’s wrote a short provocative article yesterday. To whit: Y! could increase shareholder value by reverting to a Google affiliate.
Quoting analysis of ATR’s Rob Sanderson, the article suggests this approach, versus staying in the game with Panama, could yield “higher EBITDA, margin and growth along with lower execution risk for YHOO, moving the stock to mid-$40s, providing incremental profits of $1-$2 a share for GOOG.”
Ouch.
Is the search race over? Every engine throws in the towel and cedes the game to Google?
No, not yet, not by far. We’re still in early innings.
Yahoo can stay in the game with a homerun with their new ad platform. However, they have almost no margin for mistakes.
Yahoo still controls the largest user base on the web — and that’s a formidable asset.
If you like this post, consider subscribing to our RSS feed. You can also have new posts sent to you via email.
Related Posts
- IRCE Affiliate Rant: Did I go too far? I raised a great many hackles at IRCE in Chicago on Monday 6/9 pointing out some of the important issues associated with Affiliate Marketing. Did...
- Affiliate Programs: Profit Centers or Margin Eating Cannibals? Interested in Speaking at a Shop.org event? Retailers wanted!...
- Times They Are A’ Changing: Larry Joseloff On Affiliate Marketing It is an important time for the affiliate industry: alot of retailers are starting to question where affiliate marketing fits in their world. -- Larry...
- Q1 PPC Benchmark Data: Ouch! Taking a look at the first month and a half of Q1, it looks like the pain in the retail sector is spreading and deepening....
No Comments Yet
Your comment will be first!
Your Comment