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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Wednesday 17:44 pmSearch market share reports from comScore and Hitwise show more of the same: Yahoo (YHOO) slipping, Microsoft (MSFT) gaining, Google (GOOG) leading with a commanding share. But with their deal in place, Microsoft gains little by taking Yahoo's share.
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LongShortTech: Total US core search volume rose 10.4% y/y in February vs. 12.4% in January. GOOGYHOOMSFT
2 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.