By: ujwal tickoo

ujwal tickoo — Mon, 29 May 2006 04:29:12 +0000

Bill, 1) I completely agree with your view about Google Base being a *Substitue* for eBay's online auctions business. 2) The threat is "real" though not quantitatively big (rank 2158) for eBay right now. Google would eventually drive a lot of search traffic to Google Base as it builds that property. eBay - Yahoo alliance is a pre emptive strike. So the Impact on Google would be mid-long term rather than immediate as I have posted on my blog http://www.thebizofcoding.com/2006/05/dot_com_war_20_ebay_inc_yahoo.html 3) The next Google impact is a clear Question mark on what I call Google's haphazard product strategy http://www.thebizofcoding.com/2006/04/googles_strategy_anyone.html . Google has positioned itself as a provider of a horizontal technology : Search. That means they tell other businesses. "Trust us for Web Search. Give your Web Search Ad business to us." However, their very attempts to go into Content and Commerce business is against their Positioning as a Search Engine. If you build content and commerce around Search -- why would other online businesses in Content and Commerce give you their Search advertising business? 4) Industry realignment is the final Google Impact. That means how will Microsoft, AOL, Amazon respond and how that realignment will impact Google http://www.thebizofcoding.com/2006/05/yahoo_inc_ebay_inc_alliance_ho.html I think that the mid to long-term impact on Google of the Yahoo-eBay alliance is quite significant. Ujwal

By: T-Bone

T-Bone — Thu, 25 May 2006 18:04:57 +0000

You’re doing a great job with these posts, Bill. Very helpful. My view is that people who leave eBay to do a search on Google aren’t very likely to do a search on Yahoo just because there might be a link to Yahoo on eBay (and I don’t even think that was announced).

Comments on: Yahoo! and eBay: What do the Stats Say?

By: ujwal tickoo

By: T-Bone