Why Yahoo is Good (But May Get Worse) [1998]
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Now, what it says about advertising is another story entirely. A few years ago I would have dismissed it, but now it seems we may be on the verge of the problems he speaks about. We could use a more up-to-date run of the numbers, including look at trends starting back from 1998. I'm not sure how to go about finding data that old though.
Afterthought: Hilarious to read "3.0 seconds...fastest download times" sentence at the opening.