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AmTech Research

Internet
What GuruNet Says About the Internet
Mark S. Mahaney

March 21, 2005

We believe that GuruNet's momentum highlights the search engine-to-answer engine trend that has previously been described by industry watchers like Jakob Nielsen. We see this trend in the moves by Ask Jeeves, MSN, Google, and Yahoo! to provide more direct content information among their search results. At the margin, the distinction between search and portal sites is likely to grow smaller. This is also a point that has been made by David Jackson of The Internet Stock Blog, one of our must-reads.