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Technology Stocks : Google - Moderated - Information and discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (130)	9/19/2006 6:14:05 PM
From: marc ultra	Read Replies (1) \| Respond to of 348

<<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.>> while lower mortgage/refinance demand would be explained by the weakness in housing, wouldn't all the ads for brokers and the like be in that same finance category, and would be the most affected by less people on the stock message boards? That's a huge amount of ads that must get very high fees given the excellent targeting the message boards give. Also, the people on the YHOO message boards would tend to do a disproportionate amount of searches for stock related things that would thus be highly targeted. As I noted before all those people who left Yahoo for other other stock message boards no longer have the Yahoo search box in front of their face and instead overwhelmingly will be at a place with a GOOG search box. The mass exodus of message board traffic probably has hurt Yahoo in a cascading fashion. Further it's possible that people gaining or losing a lot of money in the market may also have more than average motivation for looking for refinancing sites etc. We won't know the details until YHOO reports and GOOG reports but I've been cautiously saying the message board fiasco may hurt YHOO at least at the margins because I don't know how significant it was in the overall business. I wouldn't be surprised if it had more of an effect.