Friday 15:54 pm In the square-off between Google (GOOG) and China, the Chinese government almost certainly has the advantage. The local search engine Baidu (BIDU) has about 60% of the Chinese market, and Yahoo (YHOO) and Microsoft (MSFT) say they have no intention of leaving China and will follow local laws. So China does not need Google, but Google does need China.
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Thursday 14:52 pm Yahoo ([[YHOO]] -2.3%) is dubbed a "value trap," as it continues to lose market share in search, and online content and display ad sectors look increasingly fragmented. “Scale and momentum increasingly reside with Bing (MSFT).”
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LongShortTech: Total US core search volume rose 10.4% y/y in February vs. 12.4% in January. GOOGYHOOMSFT
3 days ago
LongShortTech: "We would like to see the nascent turnaround gain more momentum before turning constructive on the shares" - MKM on YHOO as Neutral rated.