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Will Google, Yahoo renew their vows?

The deal ends in June........

     
5:33 pm on May 3, 2002 (gmt 0)

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article [news.com.com]

Can Google keep the dice rolling? YAHOO! said to be playing Google and Ink against each other.

Painful as it might be for YAHOO! to see Google grab marketshare there is no quality comparison between the two - plus YAHOO! can put Adwords in the WebPages section.

5:40 pm on May 3, 2002 (gmt 0)

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>playing "A" and "B" against each other.

sort of unrelated to this topic BUT

I heard a story about Yahoo! playing 3 firms agaist each other for a particular contract. The 3 firms finally got together and made a joint proposal.

5:40 pm on May 3, 2002 (gmt 0)

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Does anybody have the termination dates on a website or spreadsheet for all of these SE contracts?
5:45 pm on May 3, 2002 (gmt 0)

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Does anybody have the termination dates on a website or spreadsheet for all of these SE contracts?

Thoes aren't for the public ;)
They are pretty confidentiall.

5:47 pm on May 3, 2002 (gmt 0)

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As bad as Yahoo has gotten, I could see Google walking away: why would Google want to make themselves look bad?

I can't believe I said that...

5:55 pm on May 3, 2002 (gmt 0)

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I think yahoo needs the quality of google. They will loose eyeballs if they go with inktomi. Unlike MSN or AOL, yahoo does not have a captive base, if they give bad search results they will loose their market share.
6:00 pm on May 3, 2002 (gmt 0)

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What if they would partnered up with FAST?
6:03 pm on May 3, 2002 (gmt 0)

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>partnered up with FAST?

I think that would work. IMO, the general public still doesn't really care to know much about SEs and the substitution might go largely unnoticed.

6:13 pm on May 3, 2002 (gmt 0)

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Yahoo's gonna dump Google. Yahoo can't afford to continue advertising their biggest competitor.

"plus YAHOO! can put Adwords in the WebPages section"

Nope.. their overture deal is exclusive..

6:20 pm on May 3, 2002 (gmt 0)

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>Yahoo's gonna dump Google.

That's my feeling, too.

>exclusive

Good point.

So, overture w/ fast backfill?

6:27 pm on May 3, 2002 (gmt 0)

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That could put a whole new spin on things if they went with FAST. It would give them (FAST) some much needed exposure in the US market at least.

If Google didn't get it, seeing Teoma sneak in there would be cool. YAHOO! wouldn't lose much if any on relevancy and there would be more diversity in search results webwide....

6:44 pm on May 3, 2002 (gmt 0)

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I don't think it is as easy as that.... Yahoo is in deep with Google technology, using PR as an input for it's own rankings system for example.

I doubt as well that Yahoo actually sees Google as a major competitor... that may be the case for pure search but Yahoo sees a wider service picture with search just a small part.

In that scenario the deck stacks towards delivering the highest quality product (Google). Having said that, they still went ahead and stuck the Goverture stuff at the top of the returns.

I'd still make Google favorite to retain, maybe at 65-35 or similar.

7:02 pm on May 3, 2002 (gmt 0)

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the general public still doesn't really care to know much about SEs and the substitution might go largely unnoticed.

I agree. Most people have no idea who gets results from what. A friend of mine who works for a computer game company and spends all day on computers had no idea what Overture was. He didn't know that they provided results for many of the engines and really didn't care. It isn't just grandma Edna sitting at home with her AOL account that wouldn't know the difference.

7:52 pm on May 3, 2002 (gmt 0)

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the general public still doesn't really care to know much about SEs and the substitution might go largely unnoticed.

I think that is most reasonable explanation as to why PPC has taken off in the last 2 years. We can rant and moan all we want about PPC not being as relevant as non PPC results, but that does not change the fact that most people -- Grandma Edna and Techie Pete included -- just don't care..

7:52 pm on May 3, 2002 (gmt 0)

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It would be great to see Fast in there, but I just can't see that happening. With google there is a historic relationship and partial ownership plus quality. If they do not go with google, they will go the way of the quickest buck (overture + ink), but that is the worse thing they could do for them selves in the long run. Yahoo users are the slightest bit more sophisticated as a group than AOL and MSN users - they know enough to get to a different home page.

They are already pissing off their user base by charging for services that were free, so I do not see them going back to ink.

8:11 pm on May 3, 2002 (gmt 0)

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I'd fall off my chair if Yahoo didn't renew with Google in some form. Yahoo has to much $$$ to benifit from a Google IPO [webmasterworld.com].

When google ipo's, what is Yahoo's stake in Google worth? 75-100 million?
How much does Yahoo reduce that if they don't renew with Google? Ah ya, it's worth Yahoo's time to see that Google does well.

Ink would have to make one 'reach' of an offer to get back yahoo (50million?).

8:19 pm on May 3, 2002 (gmt 0)

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Google may have earned enough exposure already with their partnership with yahoo! Google is now a top SE in it's own right. They may loose results on Yahoo but will gain them on AOL. I think it would be best for everyone if yahoo took on another party simply because Goole is begining to be refered to as "THE" search engine as oposed to "A" search engine. With any luck the replacment for google will gain it's fair share if the search market and be able to do what Google has done and invest it into developing it's search. I think in order for search engines to move forward Google needs some competition and lets face it , at the present time , there isn't any.
8:29 pm on May 3, 2002 (gmt 0)

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If Yahoo didnt go with google i would never speak of the company to my clients again. Yahoo what? Why would you wanna pay 300 to be put in a DIRECTORY? If I make a directory will you pay me 300.00? People want to point, click, type a search, and see results not . Cat1 > cat 2 > cat 3 > cat 4 > cat 5 > cat 6 > destination.

heheh thats what id do ;) I dont expect the rest of ya to follow me though ;)

8:53 pm on May 3, 2002 (gmt 0)

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"I doubt as well that Yahoo actually sees Google as a major competitor"

They better, they've already lost 20% of their market share to them...

"Ink would have to make one 'reach' of an offer to get back yahoo (50million?)."

It wouldn't come as a huge suprise to me. With Ink's existance at stake I'm sure they're pulling out everything they have...

12:31 am on May 4, 2002 (gmt 0)

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I suspect a significant number of searchers just go straight to Google after they realize that Google has been serving up the most relevent sites anyway.

I think Yahoo will be looking for a partner that can deliver quality results and be willing to keep a low profile in branding.

Ink is certainly low profile but also low quality. But I bet Ink will be willing to make Yahoo a financially attractive offer.

Teoma may be a dark horse in this but they are unproven under heavy load and their index is still smallish. Maybe in a year but not now.

FAST - excellent quality. Big index. A proven SE. Landing Yahoo would be a big boost up for FAST so I think they will fight hard to get Y!

I am not sure that Y! wants to hand over the search crown to Google on a platter. IMO, odds are Yahoo will dump Google.

1:12 am on May 4, 2002 (gmt 0)

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teoma
2:32 am on May 4, 2002 (gmt 0)

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I don't think Yahoo! would risk a PR0.

The 2 make a pretty good team. I wouldn't be surprised if in the long run, google becomes yahoos biggest referrer.

Another point that might be considered; If google stopped using Y! data for PR, how would that imact the listing business?

I know that I would be looking at Y! as a firm "maybe", not a "must" depending on the site.

2:50 am on May 4, 2002 (gmt 0)

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I don't think Yahoo! would risk a PR0.

That should be the quote of the week.
11:31 pm on May 4, 2002 (gmt 0)

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Excuse my ignorance but what is IPO? It's not in the glossary. TIA.
11:33 pm on May 4, 2002 (gmt 0)

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Initial Public Offering = IPO.

Basically what happens when a private company chooses to sell stock and become a publicly listed/traded company. :)

11:45 pm on May 4, 2002 (gmt 0)

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Still learning...

Why would Google IPO? Is it better financially? Wouldn't there be more security if they didn't?

I have the impression that Google are doing quite well profit wise?

1:08 pm on May 6, 2002 (gmt 0)

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Everything in SEO seems to balance...
Inktomi lost AOL, they may gain Google.
If not, Fast deserves a shot.
2:42 am on May 7, 2002 (gmt 0)

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When a company is publicly traded (after an IPO) they generally have easier access to additional capital through stock offerings (though in this market even Google might have trouble).

An IPO can make those that own stock in the company prior to the IPO very wealthy (on paper anyway) overnight.

A public company also gets a lot more pressure to show consistent earnings growth and will often start to do things that extract more $$$ from their customers while lowering the quality of products services at the same time.

3:08 am on May 7, 2002 (gmt 0)

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I would love to hear Google say they are not interested in going public. Why trade away the freedom to chart your own course for the chain of meeting analyst expectations every quarter?
4:08 am on May 7, 2002 (gmt 0)

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So it's MSN and whoever, AOL and Google, and now Yahoo is in the ISP playing field contending for market share. So the score this summer - will it be MSN, etc., AOL/Google and now Yahoo!/Google moving into the ISP market as well?

Details on the Yahoo move here:
[webmasterworld.com...]

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