I did notice in December that the display ads in the Yhoo pages were non existent. Mostly Internal yahoo auto, and stuff. Now I see a lot of external displays. I think this was the result of tweaking the pages, at Marissa speed. They did not told it, but she is testing a lot of new experiments and need the tweaking time in life pages, this can impact the revenues. Have any one notice the posting problems in weekends (THEY ARE tweaking).
This beg the other big disappointment: Forecast. For the same reason, they told investors "We are tweaking at high speed" the revenues will be impacted, leave us alone, you will like blasting results soon enough.
Sentiment: Strong Buy