This BusinessWeek article, which I missed but an alert reader pointed me to, takes the thesis that MSFT is facing middle age with uncertainty. The piece runs down the threats: Linux, slow growth, bloated core product that hasn't had an update in years, anti-trust suits….then runs down how they are…
This BusinessWeek article, which I missed but an alert reader pointed me to, takes the thesis that MSFT is facing middle age with uncertainty.
The piece runs down the threats: Linux, slow growth, bloated core product that hasn’t had an update in years, anti-trust suits….then runs down how they are reacting.
So check this out: They keep a list.
Read MoreGreenfield Online. They filed before, have filed again. They do online surveys….
Back in 1998, February to be exact, I shared a stage at the TED conference with Bill Gross, founder of IdeaLab. Richard Saul Wurman, TED's founder and impressario, introduced us both. I went first. I gave a short overview of my new magazine to a polite and curious reception. Gross…
Back in 1998, February to be exact, I shared a stage at the TED conference with Bill Gross, founder of IdeaLab. Richard Saul Wurman, TED’s founder and impressario, introduced us both. I went first. I gave a short overview of my new magazine to a polite and curious reception. Gross then got up and in ritalin-starved fashion began a manic pitch. Imagine, he told the incredulous audience of tech and entertainment influencers, an entirely new search engine model, one driven not by editorial results, but by the raw metrics of the market itself – a pay-for-placement search engine, where the highest bidder wins top spot.
Afterwards a number of folks gathered around to congratulate me, and at the same time to ridicule Gross’s vision. After all, I was starting a magazine predicated on principles pretty much diametrically opposed to Gross: objective and high-integrity journalism. Pay for placement? Bah! It will never work. Keep up the good work, Battelle.
Well, what Gross presented six years ago was GoTo, nee Overture, nee AdWords. What I was pitching was The Standard. Enough said.
Read MoreChange your name from Gator, get the books in order, put happy smiling people on your website, and file. OK, Marchex, Advertising.com, BrightMail, Shopping.com, Salesforce, Claria. Do we have a trend yet? Do we have a problem yet? Bankers: Deutsche Bank Securities, Piper Jaffray, and Thomas Weisel Partners. The S-1…
Change your name from Gator, get the books in order, put happy smiling people on your website, and file. OK, Marchex, Advertising.com, BrightMail, Shopping.com, Salesforce, Claria. Do we have a trend yet? Do we have a problem yet?
Bankers: Deutsche Bank Securities, Piper Jaffray, and Thomas Weisel Partners.
Not sure entirely what they're on about in this eMarketer report, as it's an excerpt, but the suggestion is made, after lengthy throat clearing, that Google create its own online currency so as to compete in the SFO (Search Find Obtain) space. The article correctly points out that Google lacks…
Not sure entirely what they’re on about in this eMarketer report, as it’s an excerpt, but the suggestion is made, after lengthy throat clearing, that Google create its own online currency so as to compete in the SFO (Search Find Obtain) space. The article correctly points out that Google lacks muscle in the Obtain part of the equation, compared to Amazon and EBay. But then it says Google should get its own currency. I don’t think so. But, what do you think?
Yahoo announced earnings (PDF) just now, and the numbers were stronger than expected. The company earned $132 million on revenues of $758 million ($550 excluding TAC), up from $55 million on $283 million a year ago. EPS came in at .14, the street was expecting .11. The stock is up…
Yahoo announced earnings (PDF) just now, and the numbers were stronger than expected. The company earned $132 million on revenues of $758 million ($550 excluding TAC), up from $55 million on $283 million a year ago. EPS came in at .14, the street was expecting .11. The stock is up more than 10% in after hours trading. If you want to download their presentation on their earnings, click this link. The company posted strong gains across nearly all the core metrics – uniques, active users, cash flow, international revenue …etc.
To add to the euphoria, Yahoo announced a 2 for 1 stock split, and boosted guidance. The conference call is slated for a half hour from now.
(Thanks for SEC nod, Gary)
…with this post from Kottke. The concept is further pushed by Danny Sullivan in a post here and in an AP piece in which yours truly is quoted. Excerpts from Kottke: They have this huge map of the Web and are aware of how people move around in the virtual…
Excerpts from Kottke:
They have this huge map of the Web and are aware of how people move around in the virtual space it represents. They have the perfect place to store this map (one of the world’s largest computers that’s all but incapable of crashing). And they are clever at reading this map. Google knows what people write about, what they search for, what they shop for, they know who wants to advertise and how effective those advertisements are, and they’re about to know how we communicate with friends and loved ones. What can they do with all that? Just about anything that collection of Ph.Ds can dream up.
Read MoreJournalists have a problem with IntelliTXT. Not only is its name rather difficult to spell, its technology takes words within editorial stories and turns them into sponsorship opportunities. This is not going over well with the ink stained classes. I'm talking to the company later this week, stay tuned….
Journalists have a problem with IntelliTXT. Not only is its name rather difficult to spell, its technology takes words within editorial stories and turns them into sponsorship opportunities. This is not going over well with the ink stained classes. I’m talking to the company later this week, stay tuned.
Safa Rashtchy predicts strong earnings this past quarter, starting with with a good quarter from Yahoo this Weds. Driven by continued strong fundamentals, the first quarter of 2004 will bring mostly upsides to the estimates and only a few in-line performances. In fact, we believe the Q1 earning season will…
Safa Rashtchy predicts strong earnings this past quarter, starting with with a good quarter from Yahoo this Weds.
Driven by continued strong fundamentals, the first quarter of 2004 will bring mostly upsides to the estimates and only a few in-line performances. In fact, we believe the Q1 earning season will be characterized as a strong quarter with two trends: On the one hand, companies like Ask Jeeves, Netflix, and LookSmart have already pre-announced a much better-than-expected quarter. On another category, companies like eBay and Yahoo will have strong upsides to guidance – much of it already known and reflected in at least some of the Street estimates, including ours. We do believe, however, there will still be upside even to our raised estimates for Yahoo or eBay. The upside to guidance is likely to be the trend even for the smaller companies such as DoubleClick and Cnet – in general, all ad-based models should report a solid upside since the growth trend in advertising noticeably accelerated in Q1. Similarly, search not only stayed strong but showed very solid pricing for a seasonally weak Q1.
My friends at boing boing are asking their readers to help them figure a way to pay the bills yet stay true to their roots. They've asked me to help them, and I'd love your input too. Many of Searchblog's readers are well down the path of figuring out how…
My friends at boing boing are asking their readers to help them figure a way to pay the bills yet stay true to their roots. They’ve asked me to help them, and I’d love your input too. Many of Searchblog’s readers are well down the path of figuring out how to support blogs with advertising or sponsorship revenue. You can chime in via the comments below, or at bb’s comments page, here.
