Yahoo – maybe they should change the exclamation point from ! to ?
It’s getting harder to be bullish on Yahoo even though I personally remain bullish on their long term prospects. Yahoo remains the number one website in the world, the number one video streaming site, and has the best and coolest picture posting community (Flickr). Yahoo has the best understanding and support for the new web aka “Web 2.0″ and a robust developer network.
SO WHAT’S the PROBLEM YAHOO ?
Unfortunately for Yahoo and for shareholder me, Google and not Yahoo has been the overwhelming beneficiary of the swelling pots of online advertising money. Google’s contextual matching of websites and searches to advertisements has yielded better returns for publishers and advertisers, creating a very profitable win-win scenario that has made Google the hottest advertising agency…whoops I mean technology company, in history.
Yahoo’s Panama was released yesterday and may help reduce the contextual matching advantage Google has enjoyed for years.
Wall Street doesn’t seem impressed so far, but what do they know anyway?
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Well, yeah. You have to look a little further down the line to see the advantages of owning Yahoo!. I’ve personally lost a few grand on the stock. But I know it will come back. Yahoo! got the message last month. It is picking itself up and brushing itself off.