Google To Take Traffic Lead At Current Growth Rate

Citi analyst Mark Mahaney posits that at its current growth rate Google (GOOG) will be the top trafficked site on the Net by late 2007. By then Google, in #4 position with 110-million monthly uniques across all properties, will have passed the slow-growing Yahoo (YHOO), the current leader with 130-million monthly uniques.

Is there any clearer condemnation of CEO Terry Semel's strategy? His content-first mantra was a weak alibi for no-growth in search share, and it's a downright non-starter when he loses the top traffic spot to Google's "What Me No Content" family of sites/services.

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