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Some people say that Yahoo is moving too slow with YPN but I don't think so. Yahoo is a powerful corporation that has much more diversified income streams than Google and Yahoo really can beat Google in this thing that is most important to Google: contextual advertising.
So I predict, that Yahoo has chances to win over Google although it may depend on when Microsoft will launch some contextual advertising for nano-publishers... if Microsoft will launch late (what is likely knowing their problems with Longhorn/Vista), then Yahoo really can decrease significantly income stream of Google...