Schobleizer reported that Google might have formed a partnership with video blog Beet.tv as its first video advertiser, involving splitting the $15 CPM (revenue per thousand downloads) 50/50. Google will cherry-pick video blogs for the ads.
SeekingAlpha reported that WSJ has gone bearish on Google in light of the “shrinking” interest income growth. Official words from Google emerged that the company has asked regulators for permission to put its cash in higher-yielding investments, which would increase interest income.
|Last week Paul Kedrosky made the bullish case for Yahoo - it needs to cut costs, grow audience, make acquisitions or improve monetization (or some combination of all four).|
After all, Yahoo trumps Google on total audience, as well as page views. “It is easier to drive monetization than to increase audience markedly, and acquisitions are a mug’s game without better monetization tools.” But sentiments count in the world of investment. Google’s stocks are loved, Yahoo’s are not. Will investors have a change of heart come 2007?