If Google Gags, Won't Microsoft-Yahoo?

Wall Street went bonkers Tuesday over a comScore report indicating that Google paid-ad clicks growth had literally collapsed. Is that good or bad for Microsoft’s Yahoo acquisition? The answer is complicated, in part because there remains uncertainty about the decline’s cause. If the problem is contained to Google, Microsoft could greatly benefit depending on execution. But if U.S. economic uncertainty is the cause, Microsoft could be buying Yahoo at both a good and bad time.

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