"There has been a lot of what I can only describe as musical chairs" among Google, Yahoo and Microsoft, said Ellen Siminoff, a former Yahoo executive who runs Efficient Frontier, a search-advertising agency in Mountain View, Calif. But, she wondered, "How much is it the individual, how much is it the assets of the company?" Lu won't bring Yahoo's 20.5 percent market share in Internet search to Microsoft, which had 8.5 percent of the U.S. market in October, according to comScore.
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