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In a special presentation at our EconAds seminar, Doug Anmuth, SVP and senior research analyst for Lehman Brothers talked about the global ad market along with gaining sectors such as search and display. Other topics: all investors need to own Google (NSDQ: GOOG) since Yahoo (NSDQ: YHOO) has become less valuable and had Microsoft (NSDQ: MSFT) closed the Yahoo deal, the search problem would not have been solved. More in the full writeup of the session and in the 21-minute video is after the jump. (RSS readers will have to click through.)
Other videos from EconAds are here.