I do not have Yahoo set as my homepage and generally only use the finance section of Yahoo. But I do think the company has value and a future. First, I really like Carol Bartz. She has a good interview at the All Thing D conference which makes it apparent as to why Yahoo pursued her management talent.
More than Bartz, however, is my gut feeling that we are focusing too much on search. I think, and have stated in this blog, that search is huge. Not just internet search, but enterprise search, which is going to explode in the next few years. Any type of search begins with a need, this is why search is such a good fit for the advertising revenue model. There is a lot more information needs beyond search, however. Think of all the viral, news, and tool information that you have acquired. Most of it did not come from search. Content is still king. Social networking is great for many types of information, but we still need content from trusted sources (not that my facebook friends are not trusted!). Communities are good at commentary, opinion, and ideas. Not always the greatest at journalism, facts, and even objectivity.
I think Bartz will optimize Yahoo's best assets through her ability to lead people.
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