In his commentary on FAST/Overture and such, Sterling says:
Inktomi will probably be further relegated to Yahoo!, and slowly die. Especially since Overture has already penetrated the other major portals, such as Excite, Go!, NBCi and AskJeeves (and incidentally Yahoo!, I wonder how long that will last). By offering FAST's Internet Search, they are in a position to power a number of the major portals, without being a portal themselves (and fall into the problem that Google had with Yahoo!) This move by Overture will royally screw Inktomi, and probably not do wonders for Yahoo! either.
While I can't say much about this (being on the inside), I don't see it playing out that way for Yahoo. Not at all. Nobody knows for sure, but let's have anohter look in a year or so to see where things stand. I suspect the landscape will be quite different. Right now it's like a big game of Risk. But those games don't last forever. :-)
Posted by jzawodn at February 25, 2003 07:42 PM