Wednesday, September 14, 2011

Microsoft, Yahoo, and AOL Merge; The Blind Leading The Blind

I've said it once, I've said it a million times...there is more banner inventory than the market demands. Period. Now the Three Stooges are grumbling in a dark room somewhere trying to steal back ad dollars from networks because Google is kicking their ass and they can't figure out up from down. So they are pooling together all their remnant crap that they can't sell, but they figure whatever fill rate they can pool together collectively, at least they'll split the revenue as opposed to paying off the big display networks. Why does this seem like a skit in a bad movie where three high school jocks with zero sense of things team up to dump spaghetti down the pants of our heroic nerd who is going to bang the hot chick at the end? Here's the one interesting twist. Yahoo is a disaster organizationally. No CEO, no back up plan. Maybe a fire sale of assets coming. But does the public and more importantly, the media buying community care? Yahoo.com is still the homepage of champions, and dominates the world over. That's off topic, but I was thinking about it no less.

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