Stellar News -- for Facebook and Google

 | Jul 17, 2013 | 11:22 AM EDT
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Can't believe that people figured out how good a job Marissa Mayer is doing at Yahoo! (YHOO). Can't believe she is getting the recognition that she is rebuilding a great company and will figure out a way to beat the machines -- meaning she'll beat the programmatic pressure on advertising. She will do it by bringing new products, getting the website to be technologically advanced and nailing enough video to give her something to sell.

Most important, the company had previously been falling apart -- and now it is rebuilding.

But I have two other, bigger takeaways. One is that, if Yahoo is doing well, I think of Facebook (FB) -- which has lots of ways to monetize that Yahoo doesn't, and with a much bigger audience. The second is that Google (GOOG) must be doing spectacularly, because the pie is growing still, and Google is gaining share and doing a lot of things away from advertising that are incredibly impressive.

To put it simply, what's good for Yahoo is good for Facebook and great for Google, and all three should be played that way. 

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