GLG News by Search Engine Experts (North America)

It's unlikely that LinkedIn will be acquiring companies to add scale, especially if they partner with Facebook.  The likely outcome is more investment in talent & technology post-IPO & flush with cash.

Nothing may happen because: - Google's investment in MySpace runs for a few more years - Facebook's asking price went up with the recent purchases, plus Microsoft owns all the banner inventory for a few more years - What happens to IGN? - If given the option, Yahoo! would likely partner with Facebook...

1. Search is attempting to bring order from disorder 2. Humans do not live life in serial 3. Until more human interaction can be brought to the process, the machines will continue to be unable to process and index intuitively

The audience needs to care about what they see, experience and engage with online.  If they don't like your offering, there's always somewhere else to go - even with email.  So what MSN and Yahoo! need to do is keep the regular users happy with better products, which will lead to more advertisers. ...

Charging me a fee to sell me things is a bad model and always has been Success of this model is dependant on the systems powering the 30% of businesses that sell things – and will limit choice to those with huge IT budgets and sophisticated inventory management systems. The remaining 70% of business...

The industry is growing by leaps & bounds.  Yahoo! is a laggard pretty much to everyone else's valuation gains, particularly: - aQuantive - Google - Valueclick However, maybe we should look to who they're partnering with to see why misery loves company: - eBay - Viacom - Newspapers

According to Yahoo! and "the industry," the Portal isn't social enough.  To become more social networking like, Yahoo! needs to: - add a social network - dump or re-brand groups (a la Photos).

Interesting that Microsoft had to overpay by billions just so aQuantive couldn't say "no."  There's no other reason possible for a premium of that magnitude.

Google and Yahoo! have both bought a number of the small companies particularly those that focus on user-generated content. This is a fast-paced maket segment where new companies -- potential targets -- are often the brain children of deep expertise enthusiasts. During the start-up phases these deep...

Google feels comfortable now buying real businesses....what were they buying before tax write offs? Another interesting note is Google does not want to produce content but rather re-purpose user generated content. And something I thought sent a little alarm was Mr. Schmidts comment that Google buys...