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My guess is that MSN will scrap Adcenter and bring in YSM-YPN, perhaps with a changed name.
Will this be good or bad for us?
But who really knows?
...you get your ads in front of the right people at the right time—all on quality Microsoft-owned web sites including MSN Money, MSN Entertainment, and FOX Sports.
If Microsoft then perhaps same kind of thing in the short-mid term but tighter integration would come later and something would get sacrificed. Merging Adcenter and YSM would be difficult and be a rebranding nightmare. YSM has a huge distribution network with lots of premium publishers from the Overture days, Adcenter has very little distribution and hasn't really hit prime time yet.
I could quite see Adcenter getting canned and everything absorbed into a rebranded YSM with both contextual and search products offering far greater reach than ever before. I should imagine thats exactly what Google don't want but its probably what the marketeers and agencies might relish.
But so many possibilities, not least that things will just keep on ticking the way they are maybe for another year as Yahoo have invested big in Panama, they may feel it needs more time to show its steel.