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New Ads/Search Forecast; New Podcast: Connect the Dots July 23, 2006

Posted by David Card in Media.

It’s all about the paid search, baby. Our latest forecast. We do the Google vs. Microsoft dance in a podcast, also available on iTunes, and barely address a key issue. That is, it’s pretty clear why Google wants to establish search as a consumer UI platform, but why does Microsoft need to compete as an ad network?

The numbers are one answer. Plus, Microsoft is smart enough to know that ad dollars will support a lot of its application business going forward. Not word processors, for pete’s sake, but small biz apps. So Microsoft thinks it’s got to be a playa. Why not a Yahoo partner? One wonders.

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