The story that's coming out of their quarter include weakness in search and the indication that upgrades to the Yahoo search technology that should help improve momentum are not likely to become visible until 2007.
More Quotes from Marianne Wolk:
The investor focus has turned back to eyeballs and the value of traffic on the Internet, especially value you can derive from advertising,Marianne Wolk
Microsoft is much further along than people anticipated and it's clear that it will rely on its own search technology rather than acquiring.
Marianne Wolk
We do get a sense that search advertising has picked up since mid-August and that this recovery will continue in the fall and the fourth quarter.
Marianne Wolk
I find it illogical to make a case that it's better to be diversified when search is growing so much faster online.
Marianne Wolk
A natural follow-up would be gaming and video offerings. Plus, I look at full-track music downloads as a given.
Marianne Wolk
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