Yahoo at the time was #1 in a number of categories, including fantasy sports, finance, etc. In other areas they were #2 and the marginal value of being #1 vs. #

Yahoo at the time was #1 in a number of categories, including fantasy sports, finance, etc. In other areas they were #2 and the marginal value of being #1 vs. #2 wasn't nearly as great as in search. The focus wasn't so much higher quality/yield ads (I mean, that was there, but everyone was always looking for that), but investing in other kinds of online services that would get a better ROI.