Yahoo used to be one of the largest competitors in the internet space, providing content, mail, search, and news for almost everyone. Remember AOL and how large they got. Since then they have sized down, much more than Yahoo. But somehow, Yahoo seems to continue to hang in the market, just by straws… of-course, this is all relative.
Yahoo’s Market Cap is at around $30B, compared to AOL’s $3B, Microsoft’s $275B, Google’s $290B, Apple’s $390B, Intel’s $120B, and AMD’s $3B.
Yahoo is no slouch! They continue to compete and continue to hold a dominate share in the market place. And if you look at the past year, they have grown 64%. Boy, wouldn’t you want to have some Yahoo stock a year ago. The problem is that they are not as predictable. Everyone compares them to Google, Microsoft, and Apple when really, the game that Yahoo plays is completely different, well basically only a part of what Google and Microsoft actually do… Search and Content. Where as AOL is probably the best measure of competition in that space, excluding the giants of-course.
Either way, Email is a big part of Yahoo’s advertising business. And it’s changing… not for the first time, but for the “up”-teenth time… yikes, the story continues to be a revolving software application. Will this change the future, I highly doubt it, but is Yahoo something to keep on your radar? YES! Keep watching… there is more to come.