Summary:
Recent acquisition aQuantive brings Microsoft's ad placement capabilities (display, video, text) beyond MSN to cover the remainder of the Web. It also helps Microsoft compete with Google, whose DoubleClick acquisition just became official. Microsoft's Mike Galgon believes that consolidation and other factors will cause 80 percent of the online ad placement to be covered by Google and Microsoft, while the remainder will be a fragmented mix of local and vertical ad networks.
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Kelsey Group: March 13, 2008
By Mike Boland