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POPSBlodget's MicroHoo! Solution Former analyst turned blogger Henry Blodget has offers up his ideas about how MSFT & YHOO should combine forces. It's a pretty interesting strategic idea--but falls apart over issues such as leadership and execution. Steve Ballmer wants to make this deal happen. The idea that he'd delegate the whole thing to somebody in an organization where he has a mere 51% ownership sounds like a tough sell.
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POPSIs Google the New Yahoo!? Google is a monster when it comes to syndicating its ads on third-party sites. AdSense revenue, which accounts for more than a third of the company's total revenue with its presence on sites like News Corp.'s (NYSE: NWS) MySpace, CNET (Nasdaq: CNET), or Time Warner's (NYSE: TWX) AOL and CNN.com, climbed 37% higher this past quarter at Google. That compares to a 13% year-over-year dip in affiliate revenue at Yahoo! during the same period. Google has also been growing beyond the clickthrough, whether it's through impression-based display advertising or expanding its action-based affiliate program spots. There is also the monetization of the fast-growing YouTube. Is revenue growth going to decelerate this quarter? Definitely. Is it going to slam on the brakes and go in reverse? This isn't Crazy Taxi! The comScore data pegged Google's click growth at just 25% this past quarter, but Google's top line actually soared 51%.
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POPSIs AOL the flop? Interesting analysis by John Battelle of some of the possibilities of AOL partnering/being acquired by Google, Yahoo, MSFT...
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POPSMSFT To Launch "Lips" for XBox The smart money is betting that Microsoft's mysterious "lips" project -- to be unveiled tomorrow -- involves bringing voice recognition to online gaming. The XBox has been a bright spot for Microsoft, with the gaming company carving out a spot for itself in the console business by offering up the best thought-out online gaming service for consoles.