If it doesn't buy AOL, Yahoo will, he says. Failing that, AOL will go public, but the IPO will receive a lukewarm
review.
Perhaps, but the official stance from the Time Warner camp is that AOL is still several years away from being let go, especially since its massive executive shakeup has only just
taken place.
Elsewhere, Battelle says Google will further integrate YouTube into its main services, promoting it on its main Web page, and perhaps phasing out "Google Video" as a content
destination altogether.
The ad sales side of things won't pick up until late 2007 at the earliest, because "advertisers in video have all sorts of structural reasons to not want to work
the way Google wants them to work."
Yahoo will recover, but not to the extent that investors hope--Panama will take at least a year to get its footing. Battellle says to expect a much-needed change in executive leadership at eBay.