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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (26681)	12/24/2005 2:00:52 PM
From: stockman_scott	Read Replies (1) of 57684

AOL Could Speed Google's Undoing ______________________________________________________ The big news this week was Google's billion-dollar investment in AOL. That is provided the deal gets shareholder approval, which will have to happen over the objection of dissident shareholder Carl Icahn. His concern is that the Google deal may preclude a more profitable (for AOL) arrangement with some other company, like Microsoft, Yahoo, or eBay. I think the big story of 2006 and beyond will be whatever happens between Google and Microsoft, something I've discussed in a previous column, written back when it looked like Microsoft might become AOL's partner. As for the AOL/Google deal, the future may bring an unsavory creature to your Web browser: Google ads with images, sold by AOL. My concern is that Google may be venturing too far from what made it successful, perhaps leaving a gap that Microsoft can fill by being a better Google than Google. Indeed, AOL could speed Google's undoing. Read the rest of David's column. ct.enews.eweek.com Icahn Seeks to Derail Google as Partner of AOL ct.enews.eweek.com Ganging Up on Google ct.enews.eweek.com

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