Michael Eisenberg

Incredimail Raises Guidance - Stock Should Really Trade Higher

somebody needed to sell today and puked out 62000 shares on the open.


On Nov 03 02:09 PM Fra... wrote:

> Mike, help me out here, why is it dropping like a rock? I'm very
> very long with it, because I also believe it should be trading AT
> LEAST in the double digits, but it can't seem to pick itself up.
> The short on it is very low, do you really think that Yaron might
> be selling? I guess we'll find out in a couple of days, but man it's
> ridiculous!
>
> Sorry for the rambling... just not sure why people wouldn't it be
> buying it like there's no tomorrow...

Incredimail Raises Guidance - Stock Should Really Trade Higher

I meant daily. They send reports to their partners on a daily basis that reflect daily adsense revenue.


On Nov 02 05:21 PM Fra... wrote:

> > 5. Today is November 2 - Given Google's daily reporting of search
> revenue.
> Did you mean monthly here? Cause if it's daily the fact that it's
> Nov 2 doesn't really add much...

Incredimail Raises Guidance - Stock Should Really Trade Higher

@elanziv posted this comment on the instablog
"Michael, nice job covering this stock over time. I fully agree that this stock is still just too cheap. I also agree that they have managed the street well and likely continue to do so. I think that their estimate of $11mm in operating earnings for the year is conservative."

ME: I agree it is conservative

Why Android Is Gaining Ground on Apple

At least go download the Tunewiki app so you can enjoy your music on the Android

Thoughts on Taking Twitter and Facebook Public

Tough to do the DCF in any form though when Business models are not fully fleshed out nor scaleable. one thing is clear though, these will be very valuable public companies some day.

On the Future of Networks and Moving Data Centers

The bigger issue is the cost of power in California.

The iPhone's Remarkable Early Penetration

Initially, PCs were also consumer driven. Minis ran in the corporation. I see that I use my computer less now that i am running around with an iPhone and a Blackberry


On Aug 04 12:32 AM RK wrote:

> One major difference between the PC market and mobile device market
> is the former was enterprise driven while the latter is driven by
> customer demand. The PCs were too expensive early on and only enterprises
> could afford them. They desired uniformity and scale: WinTel was
> the right combo at the right time.
>
> Mobile devices are selected by consumer tastes and preferences (RIMM
> devices are an exception). Like other consumer electronic devices,
> these markets do not have the winner take all characteristics: e.g.
> consumer audio, TV, camera, video game markets. Already, we are seeing
> cameras incorporating GPS and social network integrations. The proliferation
> of mobile devices will continue. Something akin to wintel taking
> over 90% of the mobile device market is extremely unlikely.

The iPhone's Remarkable Early Penetration

I tend to agree with this. Snow Leopard's native interface with MS Exchange could possibly really open up this game.


On Aug 03 10:47 AM brewer wrote:

> WIndows is the farthest possible thing from an 'open' environment.
> Your only choice is between one generic computer and the next.
> All are equally bad. If you have a Mac, you can run anything.
> Soon, there will even be a way around Outlook... That has been
> a big part of Microsoft's efforts to keep us all in Windows. Office
> was a big part of it, too, but that lock in is much less effective
> than it used to be.

Twitter Theft: It's Really All About Google

A couple of comments here:
1. My post was written before the Twitter blog post and based on Arrington's comment.
2. I "updated" on the instablog post in line and NOT in comments. seekingalpha.com/insta... On the SA post, i do not know how to update inline. Otherwise i would have
3. I received multiple emails from companies saying that they concurred with the assessment and were worried about cloud app security. See Also Peter Kafka's similar trend assessment published after Twitter's blog post seekingalpha.com/artic...
4. One of our security companies has found numerous holes in hosted app services.

However, I accept the criticism that it would have been better to get Google's reaction first and not only rely on Arrington's comment.

Twitter Theft: It's Really All About Google

Update: I received this note from Andrew Kovacs at Google Corporate Communications:


"Great, thanks for the reply. Have you seen Biz's post <blog.twitter.com/2009/...; ?

He clarifies:
This attack had nothing to do with any vulnerability in Google Apps which we continue to use....This isn't about any flaw in web apps, it speaks to the importance of following good personal security guidelines <googleonlinesecurity.b...; such as choosing strong passwords. "

Google and the Future of Economic Data Availability

my question is why you think the labor bureau has the right number????

Newspapers: Give Us More Creativity Please

Dead on. Generally, people who ran last generations media cannot conceive of the business any other way and hence will not lead the innovation. seekingalpha.com/artic...

How Microsoft Can Develop a Meaningful Presence in Online Search

Most of this post is a rehash of commonly heard themes. The one part that is slightly novel but, in my view, somewhat mistaken is number 5 above. You wrote:

"Develop More Relationships But Be Careful Not To Overspend. Agreements with Sun (JAVA), Dell (DELL) and HP (HPQ) to include the Live Search Toolbar on new PCs, and the much-ballyhooed Live Search Cashback, which gives Web users rebates for purchasing products from participating Microsoft vendor partners through the Live Search site, are good examples. Others like Verizon (VZ) and Facebook are important in that they create brand recognition. Management should go after MySpace if Google drops it. But management must be careful not to overspend or enter into deals that are uneconomical."

This is a good idea. Get after the long tail and fat belly in deals. So where do I disagree? First, they should spend to make them uneconomical. That is how they can grab market share and liquidity in their marketplace. This is especially necessary given the monetization advantage Google has. Google paid up big time early on to win AOL, ASK and Yahoo search deals. Not to mention the exorbitant amounts they initially paid to bundle their very successful toolbar.

Second, MSFT needs to innovate technologically in figuring out how they get to traffic where it exists: on the long tail. They need to figure out a way to derive search traffic from there. As the web splinters more and more, this may be a way for MSFT to grab more share from Google out on the tail.

Will Traffic Acquisition Costs Bite Google Back? (GOOG)

Roman - good comment. I think it will also be interesting to see how Google continues to target SEO optimizers and what the drop in CPC pricing will mean here. The bad economy is going to have a major impact in this area.

'The Market and the Internet Don't Care if You Make Money'

This is completely wrong. the reason newspapers were sold out on the day after obama won was not because people wanted to read the news, but they wanted to frame the news. You see, it was a collectors item, a fossil, a relic. Not news.


On Nov 10 12:42 PM TJIrish wrote:

> I won't argue your business model points. BUT what about Obama's
> election. Newspapers were sold out worldwide. My point is not that
> the author is wrong and newspaper CEO's do need to change. I bristle
> with the suggestion that Print is dead or will be dead. When that
> comment is made what is the meaning "Print will die." Does it mean
> newspapers will die or PRINT will die? There will always be PRINT!
> The day after Obama's election proves their is still an interest
> in Print. Now I know people did not run out to read the articles
> but rather bought the papers as a collector's item. Which is my point.
> Printing is more than newspapers. There is commercial printing, printing
> magazines, printing labels on wine bottles etc... Not everyone has
> a blackberry and not everyone wants to sit in doctor's office waiting
> room looking at a blackberry. Me? I rather read a magazine or a newspaper
> when I am sitting on the toilet taking a dump then looking at a high
> tech berry or holding a lap top. As for GOOGLE... Agree about their
> business model. But I know the CEO of Google takes no pleasure in
> seeing what has happened to the newspaper business. It's very expensive
> to do the expansive in depth reporting about an important issue.
> Newspapers and their websites such as the washington Post are still
> best equipped. When I read a major story I look to the Wall Street
> Journal, Wash Post, Slate or some other major media center online
> rather than a blog site.