Got a Ringside Seat for Google vs Yahoo! 2005?

Thread Title:
Google/Yahoo Rivalry Moves Into 2005
Thread Description:

Google and Yahoo! have had a fun year, we've seem all manner of innovations in technology and services from both companies. What's coming for 2005?

The AP story threadlinked above looks at just that:

Mountain View-based Google devotes significantly more of its budget to research and development, with more than $300 million — about 30 percent of its operating cash flow — earmarked for capital expenditures this past year. Meanwhile, Sunnyvale-based Yahoo is expected to spend $215 million to $235 million on capital expenditures, or about 20 percent of its operating cash flow.

Schachter believes the capital expenditure gap will widen in 2005 when he projects Google will spend $450 million while Yahoo allots about $250 million. If those estimates pan out, Google's capital expenditures, broken down as a percentage of operating cash flow, will be similar to such technology leaders as Microsoft Corp. and Intel Corp.

link via gary

So, what will we see in 2005, and more importantly, how will affect marketers?