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Yahoo! Go for Mobile 2.0 Goes Windows Mobile

Yahoo! and HTC Announce Partnership to Distribute Yahoo! Go 2.0 on Millions of Windows Mobile-Based Devices  —  SUNNYVALE, Calif.—(BUSINESS WIRE)—Continuing to redefine the mobile Internet experience for millions of consumers around the world …

Business Wire

Context & Ripple Effects

The HTC agreement lands inside a consequential fortnight for Yahoo: on March 5 the company shut down Mixd, its two-month-old mobile group-messaging pilot, and on March 6 CEO Terry Semel declared that repairs to the Web search advertising system were complete and the business was positioned to come alive. Pruning failed mobile experiments while signing a hardware distribution partner for Yahoo! Go 2.0 reads as one strategy, not two.

The move also fits Yahoo's broader account-consolidation drive of early 2007 — from March 15 every Flickr user must sign in with a Yahoo ID — so the phone becomes another surface where a single Yahoo identity spans mail, search, and media. Distribution through HTC's Windows Mobile line matters because it puts Yahoo's client on devices at the factory, not behind a carrier deck.

First-order effects

  • HTC becomes a volume channel: Yahoo! Go 2.0 ships on millions of Windows Mobile-based HTC devices out of the box, replacing manual download with preloaded reach.
  • Coming two days after the Mixd shutdown, the deal shows Yahoo reallocating mobile effort from experimental services toward a single distributable client.

Second-order effects

  • Microsoft, whose Windows Mobile platform now carries a competing portal's suite at the firmware level, comes under pressure from licensees and rivals to make its own bundled services equally prominent.
  • Other handset makers face rising expectations that new smartphones arrive with a portal, search, and mail client installed, turning OEM preload decisions into a competitive requirement rather than an option.

Third-order effects

  • If preload deals become the norm, handset manufacturers — not just carriers — become the decisive gatekeepers for mobile search and advertising traffic, the exact market Yahoo is rebuilding its ad system to serve.
  • A structural split emerges between platforms that host third-party portal clients and those that bundle their own, shaping how mobile audiences are won for years of feature-phone and early smartphone growth.

The trend: Portal companies are shifting the fight for mobile users from carrier decks to the handset factory floor, buying default placement through OEM partnerships as mobile Internet adoption accelerates.