Oooh - del.iciou.us got bought buy Yahoo last Friday. Dunno for how much, but its clear that Yahoo understands how tagging is going to make our web so much easier and intelligent to navigate. I've noticed a couple of months back how my search preference for particular topics was increasingly moving over to del.icio.us. If it was/is a topic related to technology, internet or mobile I would tend to go to del.icio.us first.
The Yahoo acquisition now has the capability to make the del.icio.us experience avaialble to everyone and to grow the topic and tag spread away from the geekish to more mainstream common requests. This in turn will feed a more time sensitive, friend relevant and context targeted search experience which may just be enough to tackle Google?
One other thing - the Yahoo M&A team are doing a damn good job - Oddpost, Flickr, Dialpad, Del.icio.us, all in under 18 months. They dont appear to be paying over the odds, and these targets are all examples of high growth synergistic (is that a word?) complimentary businesses that can add real value (usage data, IPR, engineering and product knowledge) to the Yahoo product stable. Yahoo brings a mass market productisation engine and an exit!
15/06/05 Yahoo buys Dialpad
04/05/05 Intelligent Bookmarks
08/07/04 Yahoo eats Oddpost