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March 20, 2005
Buy Yahoo, short Google
Umar comments that he "never knew Oreilly works on various concepts [together] with Yahoo."
Indeed, this was one of my key takeaways from Etech; Yahoo -- while moving from media company to higher tech-awareness -- is gaining geekcred, while Google -- moving the opposite direction -- is losing power quickly.
Case in point, I just entered an order to sell 100 GOOG (I only own 50) and buy 290 YHOO. To top things off, I also bought 300 AMZN whose A9 search engine is now my personal favourite. At Etech Bezos announced OpenSearch ("search results in a format suitable for syndication") which for me has done it away with my Firefox search selection tool.
Update: I don't know if this confirms the above, but somehow I feel it does. Flickr has just been acquired by Yahoo.
Posted by Nikolaj Nyholm at March 20, 2005 10:10 PM
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