Updated Google Valuation Spreadsheet

For your IPO grokking pleasure, CNBC correspondent Cory Johnson has sent along an updated Excel-based model of Google's financials. (Cory also interviewed me for his ongoing coverage of Google, rumor has it he even used some of it….) He's uploaded the income statement and balance sheet, and added some valuation,…

CNBCFor your IPO grokking pleasure, CNBC correspondent Cory Johnson has sent along an updated Excel-based model of Google’s financials. (Cory also interviewed me for his ongoing coverage of Google, rumor has it he even used some of it….) He’s uploaded the income statement and balance sheet, and added some valuation, share count, TAC, and revenue growth metrics as well. Yahoo is used as a comp. The TAC metrics/gross revenues are new since the last amended S1. Change forward revenues and margins and see for yourself what happens to the stock price!

Click here to download it.

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The TiVo Debate: Missing the Picture

WashPost (reg required) today: TiVo, the company that makes the digital-video-recorder boxes that inspire such strange idolatry among their users, is in a weird spot. It's asking the Federal Communications Commission for permission to add a new feature — the option for a TiVo user to send recorded digital TV…

WashPost (reg required) today:

TiVo, the company that makes the digital-video-recorder boxes that inspire such strange idolatry among their users, is in a weird spot. It’s asking the Federal Communications Commission for permission to add a new feature — the option for a TiVo user to send recorded digital TV programs via the Internet to nine other people. …
…For this, the company has drawn the ire of the National Football League and the Motion Picture Association of America, which have asked the FCC to deny TiVo’s proposal.
The NFL says that TiVo’s Internet-sharing feature will allow people to send game broadcasts to blacked-out viewers in real time (a team’s home game can be aired locally only if it sells out beforehand).

I don’t know about you, but sending multi-gigabyte three-hour files around the net is not my idea of fun, at least until the Koreans show up with fiber to the home.

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