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Why Do Traditional Advertising Formats Fail on the Web?

Articles like this discredit the whole SeekingAlpha concept. This is a classic point of view of an outsider who doesn't understand internet advertising but loves seeing Google's model continue to gain share. Have you noticed that Internet ad revenues are skyrocketing at every major media company, including newspapers? They're not running text ads, my friend.

What's Inside Microsoft's Engagement Mapping 'Black Box'?

Great commentary. The Black Box thing was missed by almost everyone today. Anyone who would trust Microsoft on how to divide up dollars from online spend is a fool. And a fool and their money...

Yahoo! Paid Too Much for Maven Networks

They bought them for access to the ad inventory of their partners, not for the IP. Yahoo has good video sell-through, buying Maven gives them an instant ad network. This is the same rationale for Ad.com buying Lightningcast.

Lots of Moving Parts in the Google-DoubleClick Deal

Your comment is incorrect on one point. Yahoo does not use DCLK technology, AOL does.

Who Are Google Options Good For?

You're forgetting about the tax consequences of the options. If I exercise my $1 in the money option, I pay income tax on $1, then defer any additional taxation on the upside of the stock until I sell (at which point it is taxed at the lower capital gains rate). If I wait to execute until I'm further in the money, then I pay income tax on a much larger amount.

How Much Do Search Engines Make From Adware/Spyware? (GOOG, IACI, MSFT, YHOO)

You're missing the real story. How much distribution do search engines have through "contextual" pop-ups spawned by adware companies? A lot, but it's not distributed evenly between the companies. Some have enormous exposure and others little.

AOL Drops Google For Microsoft -- But Worse Was Priced-In (GOOG, MSFT, TWX)

Actually, DoubleClick powers all of AOL's non-search ads. Ad.com is for performance-based advertising.