NY Times Article on Yahoo's Future

Advertiser, investor dissatisfaction hobbles stock price

[jonrichd]

Interesting article [nytimes.com] on Yahoo in the New York Times from an investor's viewpoint.

Key points:

Then there is the problem of eroding revenue from Web sites that are increasingly choosing to link to Google, which can provide better monetization of traffic. “This is something that puts at risk Yahoo’s network business longer-term,” Mr. Devitt said.

and

The search engine business will shake down to a natural worldwide duopoly. “We think that Google and someone else — we think the odds are Yahoo — will do this for a majority of the Internet,” he said.