Why do you bulls care so much about page views?
IMHO, it really doesn't matter whether LCOS or YHOO has market share here, not when everybody concedes that (a) banner advertising isn't working; 5% renewal rate (see previous posts), and (b) neither LCOS nor YHOO have come up with a business model that generates revenue, given the truth of (a). No $$$, no future.
Logic would dictate, therefore, that the "battle" for first-place among the portals is a pointless, meaningless one. None of the current high-flyers -- LCOS and XCIT -- will really "replace" YHOO; they simply will all fall into the toilet together.
Much as I hate to admit it, YHOO has a smarter strategy, i.e. acquire everything in sight as quickly as possible, hope some of it turns out to be worth real $$$, and pray that something will turn up before the market completely disowns the portal sector. As I've said way too many times before, you've got to give Koogle and Yang credit for trying.
But it's a lost cause, again IMHO. Look for things to completely head south on or about 4/28, and for the cumulative value of YHOO, XCIT, and LCOS to be less than 100 by 12/31.
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