I know, we’re ODing on Yahoo news, but we’ll hold up on it soon, I promise: Yahoo CEO Terry Semel spoke at the Citigroup Entertainment, Media and Telecom conference, but didn’t have much to say beyond what we alreayd know. He did comment n the AOL-Google deal, though. He also talked about the reent buzz about thw two-iered Internet (where people or media companie spay for access to more bandwidth on broadband networks), but seemed to be hedging on an answer. [The archived webcast of his talk is here…] Some points from his talk:
– From our standpoint, very little has changed with Google-AOL deal. It probably would have been changed the cost a little bit if Microsoft would have a deal with AOL, but that did not happen. The biggest piece of news was the extension of the search deal. from Yahoo’s standpoint, it was status-quo.
– When we look at Yahoo, everything on it is content. We absolutely need to work with content partners. We have always done a little bit of proprietary content, and we will continue to do that as well. To me the biggest single change is going to come from user-generated content. This will most likely be advertising-supported.
bR>– Two-tiered Internet: it is an incremental opportunity…it gives us and users extra bandwidth to expand…it creates a much larger business for all these folks. The question is how do you get compensated for it? The cable tiered-model is an example. That might be a way to go…but how do they get paid: directly by the consumer, or by the content providers? At the end, consumer will end up paying for it…if they want it, they’ll pay for it, if they don’t, they won’t.
– Social Media: You can’t live like an island, and we consider it as part of the whole, and it works for all age-groups. We look at social media as an adjunct…we look at it as another sticky feature that keep people on Yahoo and send people off to other features on Yahoo. If social media can become monetized on its own, we will be very happy and will do it.
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