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heini - 9:28 pm on Feb 26, 2003 (gmt 0)
The thing is I see this as In any case I expect a lot of changes in the portal market. We all look too much at the few big players, AOL, MSN, Yahoo...
>keep an eye on the movement of OVER stock for the next couple of weeks
a) a thing with long term implications rather than short term
b) an unfinished song. MSN funding Yahoo via INK? Can't see that.
If you combine all the searches done on the thousands of local portals worldwide you'll have an amzing trafic to milk. Take a country like Germany, with some 30 Mill or so active internet users: No1 portal is T-Online.
Now think about Korea, Japan, China etc... Giant markets. All international majors are very aware of that.