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Mutt:
1. The paid results are where the money is. Google will lose Yahoo to Inktomi. All Overture has to do now is lowball them for the MSN or AOL (or both) contracts, and AltaVista will be a major search engine again. Google will lose a huge amount of traffic, and AltaVista will gain.
2. Overture no longer has to pay to be the PPC provider for AltaVista. Now they can fight Google on a level playing field.
3. Overture is run by businessmen. Google is run by academics. Businessmen will win every time. My money is on Overture.
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