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Forbes Column 08: The Microsoft-Yahoo! Battle Plan

Posted on Tuesday, Feb 5th

As you know, I am of the opinion the deal will go through, despite all the scrambling. News is gradually flowing in that Yahoo! doesn’t really have other options in the works. News Corp has declined. AT&T and Comcast are not interested. Google is not an option. Private Equity is also not an option anymore.

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Time For Private Equity At Yahoo

Posted on Wednesday, Jan 30th

Predictably, Yahoo (Nasdaq: YHOO) posted a 23% drop in its 4Q07 profit and forecasted 2008 revenues that were below the Street’s expectation. The stock was down over 10% in after-hours trading. The market cap has eroded to the tune of $25 Billion in the last two years. So how do we play the stock going

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Web 3.0 & Yahoo! (Part 2)

Posted on Tuesday, Nov 20th

Vertical Strategy Yahoo! is the most popular portal in the world and is present in almost all the important verticals. We will take a look at the Company’s various online verticals below. Finance Yahoo! Finance provides financial information, tools and advice on personal financial management. The site is among the top five finance sites. The

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Yahoo! One Up On Google

Posted on Thursday, Apr 12th

This week, Viacom announced a multi-year partnership under which Yahoo! will serve as the exclusive provider of sponsored search and contextual ads to all of Viacom’s 33 broadband sites, including MTV.com, VH1.com, Nickelodeon.com, comedycentral.com and BET.com, with potential expansion to more than 140 additional Viacom websites across the globe. The ads will be powered by

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Yahoo can kill Google AdSense for Content

Posted on Wednesday, Mar 14th

I got an email from one of my readers, Todd, in response to the Viacom post: “Curious on your latest post – why do you lambast Google for ‘paying hopelessly little to publishers who use AdSense’, when it’s pretty clear from their financials that they pay out nearly 80% of ad revenue to adsense publishers?

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Online Ad Spend Beneficiaries

Posted on Monday, Mar 12th

Last week, the Interactive Advertising Bureau reported that online ad sales rose 32% to a record $4.8 billion in the last quarter. That would put the estimated run rate at about $20-25 Billion for the year 2007. The Interactive Advertising Bureau and PricewaterhouseCoopers announced that Internet advertising revenues for 2006 are estimated at $16.8 billion,

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Semel’s Compensation: Addendum

Posted on Thursday, Mar 8th

I got this email below from Outcast PR in response to the piece I wrote yesterday. Looks like Yahoo’s PR agency has been chartered to find all the articles on Semel’s pay, and “address” them. :: Hi Sramana, I was hoping you could make a correction to your piece in Seeking Alpha on Terry Semel’s

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What Is The Basis of CEO Pay?

Posted on Wednesday, Mar 7th

WSJ reports on Yahoo’s CEO compensation: :: Terry Semel, the chief executive of Yahoo Inc., received a 2006 bonus of $25.7 million in stock, representing 80% of the maximum he was eligible to receive even as the firm’s share price fell by more than a third during the year. Yahoo struggled in the year as

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