Sitting here talking with the girlfriend this morning:
I'm curious if there's been any studies done talking about the gain of Yahoo on Google with respect to users switching from dial-up to broadband.
Yahoo made a very smart play partnering with SBC and Rogers for their high-speed offerings. I think as more and more residential users adopt broadband, Yahoo will gain marketshare at a rapid pace simply because of these adoptions and partnerships with major broadband players.
I see yahoos future being almost unrelated to search or even the directory, but I am not convinced broadband is the answer either. Over here in the UK BT have partnered with Yahoo for their broadband product which I use. The only time Yahoo is visible is when using their BTYahoo webmail etc .. which I never use ..
I think their deals with Microsoft to get into media center may be a route