Yahoo! to Kill Skype? Andy Thinks So.

Reader Bob Estrada links to Andy Abramson’s excellent analysis of Yahoo! voice offering, which concludes that it may be Skype that is soon checkmated, not everyone else.  Key to the argument is pricing power (Yahoo!, AOL, et al can undercut Skype), pre-existing messenger user bases, and full immersion of voice capability in Yahoo!’s community-oriented content. Andy’s the expert here …

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More on Drooping Ad Spending, Yahoo, Google

The smart debate in the comment section about whether yesterday’s Yahoo news reflected a Yahoo issue or a market issue, as well as whether a general slowdown in online ad spending would affect Google.  My take is that it is almost certainly a market issue and that, eventually, it would/will almost certainly affect Google. As several readers …

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Yes to Yahoo-MSN, No to Microsoft-Buys-Yahoo

After fumbling its opportunity to get in bed with AOL, Microsoft has one more way to gain the scale necessary to be a serious competitor to Google: Get in bed with Yahoo.  (I am extremely skeptical that the MSN-is-a-Microsoft-division strategy will ever work–a skepticism developed over 11 years of watching Microsoft make vow after vow …

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Phone Co Toll Demand Seems Reasonable

My initial reaction upon hearing that Verizon, et al, want to charge Google, Yahoo!, et al, for carrying broadband content over their networks was that this was yet another pathetic attempt by whining, dying monopolies to make themselves relevant in a new world.  After reading the details, however, it seems that the content providers are the ones …

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Analyzing More Ad Market Data Points

Ross Levinsohn of Fox Interactive says that Fox is seeing no signs of an advertising slowdown (per Mediapost), a tidbit suggesting that Yahoo!’s problems may be, well, just Yahoo! problems.  Meanwhile, Lowe’s preannounced modestly disappointing results and blamed them on the housing market, as did homebuilder Lennar.  Washington Mutual recently said that the inverted yield curve …

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How to Fix Yahoo: Fortune (and I) Weigh In

Fortune columnists Adam Lashinsky and Tim Arango have thrown their hats into the how-to-save-Yahoo ring, citing four options: 1) buy AOL, 2) sell to Microsoft, 3) merge with eBay, 4) stay the course. Buying AOL makes sense, I think, but it won’t fix anything.  Selling to Microsoft would be a disaster (Microsoft can’t fix MSN–how would …

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Look Out Yahoo: Google Now A 5-Trick Pony

Citigroup’s Mark Mahaney has published a report analyzing the competitiveness of Google’s non-search products, such as Finance, Gmail, Calendar, News, Froogle, Video, etc. The success of such products is obviously important for Google’s long-term outlook, as they should help lock in users and diversify Google’s usage patterns.  Eventually, they might even contribute revenue, although this …

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Microsoft Hallucinating? Or Planning to Buy Yahoo?

I’m going to go out on a limb here and assume that Microsoft division president Kevin Johnson is not a moron. So I’m also going to assume that, when Johnson said yesterday that Microsoft plans to grow its search share from 10% to 30% and its online ad share from 6%, he could not possibly be imagining …

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Yahoo (YHOO) Traffic Grinds to Halt: Fat Lady Singing?

JMP Securities analyst William Morrison takes a detailed look at Comscore’s global traffic trends for the year through July.  He writes an excellent macro piece, with several important findings, including the latest horrendous news at Yahoo. The only trend that train-wreck Yahoo had going for it–global user growth–is no longer going for it.  If the company …

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