Voices

The Next Target for Google: Corporate IT Budgets

There’s an old debate in the Valley about whether Google is really a media company or a technology company. In a sense, it is a silly debate, which is mostly a matter of semantics. A better question is this: Now that Google has become one of the world’s largest media companies, at least as measured by advertising dollars, what does it do next?

Voices

Google: Weisel Sees Search Momentum Holding Up

Citing ComScore data from last night’s search engine results for November, Thomas Weisel analyst Christa Quarles concludes that “Google continues to gain audience market share from its competitors and dominates the rankings globally while both Yahoo! and Microsoft continue on a downward trend.”

Voices

Yahoo: Weisel Sees Catalysts, but Chops Numbers on Declining Display Ads

In a report today, while chopping estimates slightly for Yahoo, Thomas Weisel analyst Christa Quarles takes a look at “2009 Potential Catalysts” for Yahoo shares–revolving, of course, around the matter of a potential deal to sell Yahoo assets to Microsoft.