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On the other hand, GoTo worries me. Recent threads have indicated that conversion rates have gone down and -perhaps consequently- so have bid rates. If this is a widespread phenom, GoTo may be deepening its death-spiral.
NBC on the other hand, has the backing of Microsoft and of its TV production machine. That is vastly different. I'd think NBC has more net oriented media resources than even AOL/TW. Time Warner for the most part is the magazines - granted ted turner has some say, but I don't think we'll see CNN producing the next AOL portal with Time magazine.
There is the wildcard of how NBC is viewing MSN and its .net initiative. I think that is why we saw the name change to NBCi. They wanted it to be an extension of NBC and not MSNBC.
I really think NBCi will be in it for the long haul. They can't afford NOT to be there with the power that Iwon.com and CNN.com are showing.
My chief concern is that they were spun off into a separate corporate entity and the stand-alone earnings/loss and stock price may drive the decisions. Had GO been a part of Disney, and not DIG, I think the outcome may have been different.