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Primary focus is on competing in the ad market vs. Overture.
With the way they're hiring, maybe they'll have to go public sooner than later to afford the investments they're making in new people and new space.
Overture has a huge load of cash in the bank. They, too, have been spending it on interface improvements and staff, but heck, you know, they're not Google. They can't attract the same caliber of employees.