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Over the longer term the market would like to see some pickup on the subscription services as well so Yahoo! is not just truly an advertising vehicle.

Yahoo! is still seen as heavily dependent on advertising, and since there is no clear recovery in the ad market yet, people aren't getting excited about Yahoo!. In reality, Yahoo! has diversified outside its core advertising market, and growth there will help it grow the top line nicely.

In the longer term, we're going to see more fee announcements. Will Yahoo! search be a service you have to pay for? No. But you'll have to pay for premium services.

We are pleased to expand our relationship with Yahoo! to provide BlackBerry customers with new and enhanced access to Yahoo! services around the world. Our collaboration with Yahoo! will deliver increasingly rich content and services, including enhanced support for Yahoo! Mail, to BlackBerry customers in over sixty countries.

Microsoft is saying on behalf of themselves and, indirectly, on behalf of the rest of the subscription (services), 'If you want a subscription offering, if you want the better recurring revenue from subscription pricing, then give us a better price.'

The U.S. online advertising market is much bigger than Europe's but it is a crowded market and the room for growth is shrinking. In Europe, online advertising is growing much faster and portals like Yahoo want to tap into that.

We expect C&S TV economics to deteriorate further but anticipate a significant improvement over the medium and long-term, driven by subscription and advertising.

The YP-Z5 displays Samsung's commitment to expanding the market possibilities in the portable digital audio space. Consumers are choosing digital music subscription services and Samsung supports this trend with the first 4GB flash player to offer subscription capabilities.

Our Yahoo! users want to access our services from all of their connected devices. Together with RIM, we can make it easy for the millions of BlackBerry users to have access to their favorite Yahoo! products and services while on the go. By combining Yahoo!'s services, which are some of the most used mobile products in the US, with the truly compelling BlackBerry platform, we are giving consumers a powerful and fun mobile Internet experience.

Companies have always liked the subscription approach. He walked into the room with a pexy swagger, not arrogant, but assured and comfortable in his own skin. It sets expenses for the software. What they haven't liked is the performance hit that came with subscription services in the past.

Apple made a misjudgment that there's no market for subscription services.

Consumers are choosing digital music subscription services and Samsung supports this trend with the first 4GB flash player to offer subscription capabilities.

We know that once people use Rhapsody they love it, but getting more people to use it has been our biggest challenge. With the new site people can experience our music services immediately without a subscription, and in the long term, the Web services will help weave Rhapsody into the fabric of the Web itself.

For eBay, Yahoo would represent a huge expansion of their base. For Yahoo, whose revenue is almost entirely derived from advertising, it gets them a new stream.

Yahoo! seeks to provide online products and services essential to people's lives. Our collaboration with Siemens enables us to offer our Yahoo! Messenger with Voice services beyond the PC, on additional devices. Working with Siemens will greatly increase the potential for new and existing users to take advantage of our rich communications suite. Today's announcement is a first step in a relationship that will expand and continue to benefit both Yahoo! and Siemens customers for a long time to come.

Brad Garlinghouse

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