tag:blogger.com,1999:blog-13378665.post115464346680943926..comments2024-03-01T16:32:41.076+08:00Comments on Sun Bin: Buy Google, Short Yahoo!Sun Binhttp://www.blogger.com/profile/08093210384069958083noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-13378665.post-1154719374125560762006-08-05T05:22:00.000+10:002006-08-05T05:22:00.000+10:00Google is always the only search engine that matte...Google is always the only search engine that matters for my blog. I am still a bit puzzled as to the assertion of "big three" in SE market.<BR/><BR/>Anon - with no search capacity Y can never develop contextual ad (G's Adwords/Adsense), which appears to be the future of advertising.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-13378665.post-1154713683477804072006-08-05T03:48:00.000+10:002006-08-05T03:48:00.000+10:00LfC, can you see trends over the past few months? ...LfC, can you see trends over the past few months? or has google been 90% all the time?Sun Binhttps://www.blogger.com/profile/08093210384069958083noreply@blogger.comtag:blogger.com,1999:blog-13378665.post-1154703705137953372006-08-05T01:01:00.000+10:002006-08-05T01:01:00.000+10:00lfc: that probably tells a lot of how miserably ya...lfc: that probably tells a lot of how miserably yahoo performs in market outside US, esp greater china area. (and why they 'sold' it to alibaba)<BR/><BR/>Anon: to be market neutral you need to do "long short", if you really believe yahoo has great potential in its media business (which may be true), you need to pick another company to short. Otherwise you lose big time if there is a tech crash like that in 2000.Sun Binhttps://www.blogger.com/profile/08093210384069958083noreply@blogger.comtag:blogger.com,1999:blog-13378665.post-1154697985066089742006-08-04T23:26:00.000+10:002006-08-04T23:26:00.000+10:00Shorting Yahoo is retarded.Shorting Yahoo is retarded.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-13378665.post-1154696361126723182006-08-04T22:59:00.000+10:002006-08-04T22:59:00.000+10:00Google sends me at least 90% of search engine traf...Google sends me at least 90% of search engine traffic. MSN second. Yahoo? Statistically insignificant.<BR/><BR/>See this too:<BR/>http://seattlepi.nwsource.com/business/256748_yahoo24.html<BR/><BR/>When it comes to search, Y is quite irrelevant.Anonymousnoreply@blogger.com