Overture analysis from TheStreet.com

[manwah]

Currently the top article on TheStreet.com's website, here is an interesting look at Overtures business model from a financial point of view:

http://www.thestreet.com/tech/georgemannes/10009410.html

It compares Overture to traditional advertising media and once again questions how well it can do in the long term.

M

[ihelpyou]

hmmm. From Ted Meisel:
While I'd like to tell you that I think we've found an equilibrium for the next 10 years, I think it's just too early to say," said Meisel. "I think the key -- and certainly the thing we're focused on here -- is to make sure we're delivering more value to our partners than they could possibly find through alternatives, including homegrown alternatives. And that will ultimately be determinative of what we share, and our margins.
That is a bold statement that will not hold true for too long, IMO.