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THE GOOGLE INVESTOR: Google Slapped With Underperform Rating As Facebook And Mobile Search Pose Threat

Whammy! Take that.

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"Smart Ads" Driving Yahoo Behavioral Targeting Campaigns

A step in the right direction to gaining display share, but not quite there yet.

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Yahoo Seeing Some Success With Behavioral Targeting, But New "Branded Content" Campaigns Aren't Selling Well

And they'll need both to gain display share.

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Buildout Of AOL's Seed.com Platform Won't Be Finished Until The End Of The Year

Until then, it's Band-Aids and duct tape.

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P&G Joins Herd Of Huge Advertisers Stampeding To Facebook

In a year, Facebook has become a "must buy."  For now, though, the total spending remains small.

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ANALYZING FACEBOOK'S BRAND ADS: Solid Prices And ROI, Big Advertisers Like Coke Ponying Up

Brand ads still generate less revenue for Facebook than self-serve ads.  But they're unique and growing.

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Facebook Self-Serve Ad Pricing Is Extremely Low -- This May Not Be A Huge Business After All

Advertisers are getting a decent ROI, but for Facebook the pricing is awful.

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JP Morgan Sees Upside In Display Ads; UBS Sees Big Quarter For Amazon; Google Phone Getting Decent Reviews

Our take on today's news and analysis.

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AOL Turnaround Update: Busy Fixing Email (Good), Rolling Out Seed

Call with management illustrates progress on email (good) and the new content management platform.

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We Test-Drive AOL's McContent Platform, Seed.com... And It Looks Good!

Clear and easy to use.

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AOL's Sob-Story Fooled Wall Street... And Now The Stock Is Undervalued!

Tim Armstrong has investors right where he wants them.

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AOL's New Robo-Content Strategy Is Actually Smart

It will better align costs with revenue and help the company produce more popular content.

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It's AOL's Email Collapse Investors Should Be Worried About, Not Just Subscriber Declines

Unfortunately, AOL's email usage is also falling off a cliff.

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Finance & Media Spend The Most On Display Advertising (CHART)


Yahoo Faces Major Headwinds As It Tries To Rebuild Its Display Business

Yahoo is smart to try to use behavioral targeting to increase the value of its inventory.  But it won't be a watershed change.

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Google's Ad Exchange Should Help Boost Prices Of "Remnant Inventory"

And, more importantly, grow the overall online advertising pie.

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