Putting aside selfish concerns, as this move will benifit me, it seems a very easy way to make a lot of enemies in one fell swoop.
No way back into AOL for INK, MSN will not be happy to say the least and the Google people [although I'm sure they saw it coming] will not be best pleased either.
Looks to me that Y! have just opened the door for Google to go toe to toe with them. I can only see one winner.
One way of looking at the deal could be; big company not very good at search buys smaller company not very good at search ;)
I thought the Yahoo<->Overture deal was exclusive and had some minimums?
Maybe Yahoo couldn't afford Google and went shopping. If Google is for sale MSN has some very deep pockets.
<just thinking out load>
Yahoo is a big chunk of my google traffic. If google lost yahoo it would really hurt their market share. I am not sure google could go toe to toe with yahoo and win. Yahoo is a cornerstone of the web and overturning them would be really hard.
Msn doesn't have the traffic yahoo does. If ink loses msn it still means more eyeballs.
It's interesting to note from an investment angle that at one time (March, 2000) Inktomi was selling for over $230 per share. Yahoo payed about $1.65 per share today.
Also, this AP article [library.northernlight.com] from October makes the point that the recently signed Google/Yahoo deal, "doesn't prevent Yahoo from using search results from other providers."
Christmas in December! Just started a project over the weekend to tweak more pages for Ink as MSN/Ink drives tons of traffic to us. Have to wait and see how Yahoo! implements and MSN response but will be an exciting ride.
I still reckon that NOT much is going to come of it,
and this is 1 of those Corporate Deals which has more to do with "Wall Street" and less to do with "Web Search"
just my 2 rupees worth.
Huge news! Maybe our eggs won't be in one basket soon?
Google should buy somebody just to cause some ruckus :D
|Start breaking in $300 per site for you budgets next year |
Hopefully the Inktomi submit will stay at $25, making it a reasonable way to stay in Yahoo without the mandatory $299 Yahoo submit cost.
Very interesting news, however. The SEO world is dumped on it's head again...
The next logical move is for Google to acquire the ODP.
I think business wise Yahoo and Google are very seperate, if i am not wrong Google is owned 15% by Yahoo, and some other VC, this means that they will probably have to say "yes" which means a lot more complications.
Also i don't think Google will buy Dmoz, when they use it for free.
And Dmoz is owned by Netscape, and Netscape is owned by Aol, and Aol is co-op with TimeWarner, it goes on so i think that's a "no"
|Google to acquire the ODP. |
Don't go there...! ;);)
>Putting aside selfish concerns, as this move will benifit me
Yes, I view this as a lateral move in current traffic, perhaps even a slight up-tick. But, we REALLY need a broadening of the SE gene-pool, lack of algo-diversity is deadly.
Yes, this is what I meant when I said it would be good for the SEO industry. It's about time things got a little less "all google all the time"...
Been away for two days, and walk back into this,
what can i say but bloody hell!
Ladies and Gentlemen, in the Blue corner we have Google and in the Red we have Yahoo,
Get your seats early, the bookies is open, and i will be taking all bets.
[edited by: caine at 3:28 pm (utc) on Dec. 23, 2002]
|Google should buy somebody just to cause some ruckus :D |
Google doesn't need to buy somebody to start a ruckus. I think 2003 will be the year Google finally goes public.
I can't help but wonder if Yahoo just did Google a favor. Google has no more contractual reservations to stop them from going head on with Yahoo.
Look at the moves Google made this fall:
It's all setup.
Next stop, a full service portal.
I think google has held off on creating my.google.com in a way that would compete directly with Yahoo because they didn't want to lose Yahoo as a customer. The day Yahoo makes Ink results more important than Google results, it frees google to compete more directly with Yahoo...The day a my.google.com does half the things my.yahoo.com still does well, is the beginning of the end to Yahoo and the new loud popup popunder obnoxious new yahoo ways...sure, a lot of people don't know how to change their homepage, and it may take a little time, but the switch is inevitable...look at IBM and Microsoft :)
Direct from Google.com or something akin to froogle.google.com?
Heh heh, I guess Brett and I were typing the same thing at the same time...ya beat me 2 the punch :)
i really didnt expect this
surely wont be long til googles dropped from yahoo and inktomi is used
inktomi is more important than ever now:)
> Would they keep Google and drop Overture?
Concidering that Overture is a partner of Inktomi I don't think they would drop them.
"[About Inktomi]The company's customers and partners include Amazon.com, eBay, Lycos/HotBot, MSN, Overture and WalMart.com."--Inktomi PRESS RELEASE
Overture receives it's secondary search results from Inktomi
>I wonder how MSN will react to that
MSN also gets it's secondary results from Inktomi. So I don't think they will mind all that much. as long as the results stay the same or better.
|Maybe Yahoo couldn't afford Google and went shopping. If Google is for sale MSN has some very deep pockets. |
I think Microsoft buying Google isn't now nearly as far-fetched as it was yesterday. MSN is going to have to go to Wisenut at the least.
[edited to add: or maybe FAST?]
[edited by: TomWaits at 3:40 pm (utc) on Dec. 23, 2002]
May explain why Ink chose to 'concentrate on it's web search business' - suppose turkey's weren't the only thing being ripened for Christmas :)
They obviously made themselves a nice, fat target for a buy-out!
Personally, I'm glad that the whole SE world isn't so tied up with the seemingly impenetrable Google. Please don't take this down to be used in evidence against me when Yahoo hike the INK PFI though!
MSN, i think are going to be the real characters to watch on this one, which could drag Looksmart, and the partners netwrok into the fray.
Hopefully this will shake everything up, with prices going down, and competition going up.
Google's made its move, now yahoo, all that's left is MSN, at this scale of SE entreprise, though there has been talk of IBM getting into the action.
I'm really looking forward to the year to come, things are really starting to look bright!
Ink and MSN seem to go good together. Seeing that the importance of Looksmart has been downgraded on msn the last several months, I think the Ink/MSN relationship is solid. If Bill were going to make a move, he'd have done it by now. Microsoft rarely gets eyes for well established companies unless it is a direct competitor. I don't feel Google is a straight away competitor that bill would be worried about. Bills nightmares are filled with visions of linux, not Google.
|though there has been talk of IBM getting into the action. |
I would like to see clever make an appearence next year. I think this is bad for Google. I don't see them really competing with Yahoo short term. Both Yahoo and MSN have ISP aspects. AOL really does have a market share and we should expect that from Yahoo and MSN. Ink was in death throws. I am glad to see that they got their stuff together.
|Bills nightmares are filled with visions of linux, not Google. |
If they really are looking at Macromedia, I don't think Google would be on a purchase order for next year. To much anti trust issues to buy both those huge web players.
cool! maybe this could mean that my pr 0 domains can still be used - just need to submit to inktomi.that would be cool since few are top on many engines except google.
Very true, Brett.
Come on Linux!
But i detect, that you believe its a purely financial move from Yahoo, rather than yahoo, dropping Google SERPS and using ink's. That being said then i can't disagree with what you are saying.
I was taking the angle of MSN thinking that Yahoo, would start using Ink serps, which is logical for MSN to do something about.
But it could be all about Yahoo wishing to drop overture, and provide itself with its own lisings from ink, which it will pay a cost price (due to ownership), and over the long term save itself money, and provide its own PFI instead of a partners PPC listings.
I suppose its a bit to early to tell how this will break, and the rationale behind it, though yahoo, choose the appropriate time, as the world goes to sleep for x-mas/new year duration, very clever PR move - let them stew - as in us lot and the press, and competitors
Wow! Big news. It will be very interesting to see what they do with the Ink SERPS.
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