With Google at Gates, Yahoo

With Google at Gates, Yahoo Arms Itself: An excellent analysis of why Yahoo had to buy Inktomi, and the increasing threat it faces from Google. “More recently, Google has added further services that are sure to siphon traffic away from Yahoo and the other portals: a widely praised automated news aggregation service and a similarly automated shopping comparison service. This creeping transformation has left Yahoo and the other portals between the rock of Google’s immense popularity and the hard place of its growing competitive threat.”

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