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[msnbc.com...]
Wall Street may be expecting a respectable quarter for Yahoo, but the Internet bellwether is getting mixed reviews in its moves to diversify its business.
No kidding!
[webmasterworld.com...]
Yahoo still gets about 75 percent of its revenue from advertising.
still very dependant on ads.
Approximately 74.5 million users in the U.S. visited Yahoo in February, a year-over-year growth of 13.8 percent
still a good place to get traffic
An interesting comment on Google from the call...In response to the question "Is Google becoming a competitor?" The answer was "We continue to get a lot of technical support from Google...I think in general there are two outside companies excluding ourselves [who could provide paid listings]...Overture is clearly in the paid search
business, and Google now in the paid search [business]...We have been working closely with Google for the technology piece, so now it's a question of what Yahoo wants to do on its own."
Analyst calls are somewhere between conversations and press releases, so it's easy to take things out of context, but it was a curious reaction.
