Stifel Sees Improving Search Monetizationhttp://blogs.barrons.com/techtraderdaily/2012/03/28/yhoo-sti...Stifel Nicolaus’s Jordan Rohan today reiterates a Buy rating on shares of Yahoo! (YHOO) and an $18 price target, writing that a “handful of checks” suggest Yahoo! is doing a better job of monetizing search results through its partnership with Microsoft (MSFT).Writes Rohan:Recent conversations with the SEM community indicate that AdCenter (Microsoft/ Yahoo search partnership) gained share of budgets from Google in 1Q. This is a significant departure from the trend of the last 5+ years of Google share gains. Improvements were seen in both CPC’s and volume of clicks, the result of better broad-matching in tail keyword searches.
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