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Thursday, January 15, 2004

Portals. They Mattered Then. They Matter Now.

Kevin Lee explains a bit about why Yahoo's revenues are up a healthy 132 percent over a year ago: they who control the traffic win.

What's this? That Internet traffic and especially navigation became consolidated in a few leading properties (portals) has tremendously far-reaching consequences?

Could it be that the analysts, pundits, and journalists out there (present company excepted) failed to understand that dynamic when they gave Yahoo up for dead (repeatedly between 2000 and 2003)?

Posted by Andrew Goodman




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