Dept. of Do you think this is true?

“Most analysts and investors are not looking at Yahoo to grow from growing their network partners. They are looking for Yahoo’s growth to [be in] improving their search monetization platform and increasing the amount of money they generate from their own site.”
–Mark May, analyst at Needham & Co, quoted in a BusinessWeek story about Google‘s lucrative new deal with NewsCorp/ MySpace.
Logical argument–or defacto rationalization?
Seems like a bit of both.