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To: Lizzie Tudor who wrote (111)	9/19/2006 1:22:45 PM
From: marc ultra	Read Replies (2) \| Respond to of 348

<<Yahoo sees weakness, stock tumbles Online media giant's CFO cites softness in auto and financial advertising; Google shares also hit.>> I believe this will prove largely Yahoo specific. Besides their poor general execution, I've been watching for potential consequences from Yahoo largely nuking their stock message boards with a horrendous forced format change that sent thousands fleeing to alternative boards. This might be seen most prominently in financial sector which they're noting is one of the places of weak advertising. Further, auto and financial rely a lot on banner and other non-text ads which are a smaller issue with GOOG. So while I can't say GOOG will be completely unaffected by what Yahoo is noting, I do feel the effect on GOOG will be small to possibly none. Furthermore these other boards that disgusted Yahoo stock message board people fled too are highly likely to have an embedded GOOG search window as opposed to the Yahoo search window which of course was staring at you if you're on their site. Is GOOG speaking at this same conference as Yahoo?

To: Lizzie Tudor who wrote (111)	9/19/2006 1:40:14 PM
From: KeepItSimple	Read Replies (2) \| Respond to of 348

13 percent cut in yahoo instantly- is that a new record? I see GOOG is down 20 bucks. Only about 300 points more to go until it becomes somewhat rationally valued. Then again, a company which at its core is based on fraud is worth exactly zero in my book. The entire concept of relevant text ads matching the rest of a webpage to the point where you can no longer know what's an ad and what's content, well that's just pure deception.

To: Lizzie Tudor who wrote (111)	9/19/2006 5:08:43 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 348

interesting this is autos and finance. The finance hit is related to the housing bubble for sure, but I have to wonder if yahoo finance clicks are slower due to the traffic hit for yahoo finance. IMO, they keep trying to improve the new design of the yahoo finance boards but its such a mess I would rather have the old boards. I don't care about "threaded" conversations on a stock board, other than the thread for the stock itself. If SI had a "threaded" approach to reading all these boards it would be impossible to keep up. 11:39 YHOO Yahoo! slowing/weakness is a category issue in both branded and search advertising for Auto's and Financial services (26.30 -2.70) -Update- 11:39 YHOO Yahoo! CFO sees delivering at bottom half of 3Q range - DJ (26.65 -2.35) -Update-