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Tuesday, 31st December 2002

"Yahoo's Purchase of Inktomi Could Challenge Google"

Web Search Industry
More Positive Comments About Yahoo, Google IPO?
Last week, after the Yahoo/Inktomi acquisition was announced, I noted a couple of comments from Charlene Li from Forrester. used the words "inveitable", "ouster", and Google in the same sentence. Today, more positive comments about Yahoo and how it could pose a challenge for Google. This time the comments are from Whit Andrews at Gartner. He writes, "The addition of Inktomi will further enable Yahoo to increase its presence within the microcosm of Internet search advertising, where Google exercises an outsized influence. Gartner believes that Yahoo will use the integrated technology to offer richer advertising opportunities � more business-oriented than technically driven. (For example, Inktomi's business of allowing sites to set a "spiderable" section of their sites for a fee will likely appeal to Yahoo.)" If this materializes, will Google begin a paid-inclusion program in 2003? At about the same time the Gartner article appeared on the web, Rich Karlgaard of Forbes writes that a Google IPO in the first-quarter of '03 is "queued up". Google IPO "rumours" been around for the past few years, I'll believe it when the S-1 filing hits the EDGAR database. Stay tuned.

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