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- 5 Key Quotes from Google on the Internet Industry [view article]
- The Hardest Trade - Fast Money Recap (7/24/08) [view article]
- Wall Street Breakfast: Must-Know News [view article]
- More Evidence That Online Advertising Is Slowing (and Newspapers Are Suffering) [view article]
- Online Advertising Is Not Immune -- Gannett [view article]
- Key Datapoints on Internet Advertising and Content from The New York Times Co. [view article]
- Wall Street Breakfast: Must-Know News [view article]
- 5 Key Quotes from Yahoo! on the Internet Industry [view article]
- Soup Target; Cramer's Mad Money (7/22/08) [view article]
- Financial Focus - Fast Money Recap (7/22/08) [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Icahn "Encouraged" by Yahoo, But Retains Cudgel [view article]
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- 5 Key Quotes from Google on the Internet Industry
- Microsoft's Online Business and Strategy in Its Own Words
- The Hardest Trade - Fast Money Recap (7/24/08)
- Online Advertising Is Not Immune -- Gannett
- More Evidence That Online Advertising Is Slowing (and Newspapers Are Suffering)
- Wall Street Breakfast: Must-Know News
- Digital vs. Tradition Media: Which Screen Makes the Most Cash?
- Key Datapoints on Internet Advertising and Content from The New York Times Co.
- 5 Key Quotes from Yahoo! on the Internet Industry
- Wall Street Breakfast: Must-Know News
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Investor
Outline of Yahoo! Break Up Takes Shape [view article]
$33 is a pipe dream. $27.50 tops, even that is not likely. If Icahn wins, he'll be desperate to sell company, why Microsoft would pay more?Reply
nformist
Yahoo/Microsoft: Dead Deal Talk Replaced with New Buzz [view article]
The only "win" Microsoft could have out of this is having destabilized the reputation of Yahoo! but that by itself won't help them gain any traction online: they'll still be losing at least as much money as Yahoo! remains making in profits every year, while Google sits back and laughs at Microsoft's stupidity. The only way Microsoft can throw money at this whole thing and hope to come out ahead is to buy Yahoo! in a friendly acquisition (more money=more friendly, and it seems a lot of money will be needed at this point to make it more friendly) at which point they have a chance, assuming the existing Yahoo! employees aren't sufficiently disgruntled at the whole thing to leave, leaving Microsoft with a brand and a huge set of hollow buildings and depreciating computer hardware (surely Microsoft has at least as much of that of their own, with currently several times as many employees).If Microsoft could have made meaningful progress by throwing money at the whole thing, surely they would have made progress by now, via marketing and/or getting the needed employees: but, the evidence shows they have not. If people have chosen not to move to where Microsoft wants them to move, and won't interview at Microsoft, it doesn't matter how much money Microsoft has: they can't do it. I know many people that reject considering Microsoft as an employer purely on principle. You factor that in with Microsoft's reputation for the wringer they put interviewees through, and you have a double whammy that makes it less likely. If Microsoft wants to have a chance (a chance, not a guarantee) they need to buy something that already is successful, and hopefully not change things too much, lest they manage it into complete failure: after all, they've already got MSN as an example of their management. Reply
Where Is the Online Video Advertising Revenue Going? [view article]
I'd sure like to know where the video ads even exist outside of the largest portals? None of our ad companies can even provide them to us and we have exclusive video of CEOs for a Wall Street audience, not dogs on a skateboard videos. ReplyOutline of Yahoo! Break Up Takes Shape [view article]
Yahoo-Microsoft.......... story goes on with Icahn....well I "CAN" also..I think Yahoo should be sold at $33 and put shareholders out of "our misery"! ReplyYahoo/Microsoft: Dead Deal Talk Replaced with New Buzz [view article]
how is it a win for msft either way?? they are not going to increase their search share significantly anytime soon - same goes for Yhaoo at this pace - IMO it is in both companies best interest to team up so that they could market their combined search share and take rev away from goog ReplyJackson
Why Google Rules the Online Ad Market, and How That Could Change [view article]
Thanks for these comments.BillF -- I thought this point was particularly interesting: "Most of the population is over 40 and use reading glasses. With the larger screens and ability to increase text size, many can get by without."
iThinkBig -- Can you expand on what you meant by this: "The lack of marketing competition whom knows Economics 101 and is willing to use business intelligence to gather all the targeted sites for banner purchases is stunning." Reply
Yahoo, Microsoft: Either Make Nice or Lose Big [view article]
Yang's ego and poor business performance has done Yahoo shareholders a disservice. ReplyWhy Google Rules the Online Ad Market, and How That Could Change [view article]
1) Yahoo was dominant and ran lots of banner ads. Decent model but the ads began dominating more then the content. The writer has this point correct. Social networks are having this problem now also.2) Site usability studies is something every major web property should do, but doesn't. Same as in any sector, lack of research kills.
3) Google will lose market share when marketers as a whole learn about value propositions. Google is still very cost effective at generating qualitative sales leads for an organization.
I know these things because I run a Consumer Healthcare website as a business and marketing model. Grabbing market share is easy now on a price-per-lead model that relies on a client's acquisition targets. The lack of marketing competition whom knows Economics 101 and is willing to use business intelligence to gather all the targeted sites for banner purchases is stunning.
Google won't cannibilize there pay per click model until they have to. Same with MSN for that matter. Right now both companies have time.
Meanwhile, a small competitor like me grabs major Fortune 1,000 accounts because my company knows how to eliminate advertising risk. It's not really amusing marketers in general are so dense, but I am asked constantly what the catch is when I am on conference calls with senior marketing management with our sales team. I tell them I remembered how to use a spreadsheet to calculate media buying to target and put up my personell costs to prove it in a small test budget. Then most importantly, my company does what it says. Reply
Why Newspapers Must Embrace RSS [view article]
@malkiel: No need to be skeptical... the larger point is that RSS feeds have slowly made their way onto many websites. When the "casual reader" visits their personalized Yahoo or Google homepage, they're using RSS feeds without knowing it. Similarly with blog widgets and any number of scraper/aggregation sites one comes across in a given day of websurfing. Even if you don't use a blog reader and never listen to a podcast, RSS is all around you. It's a very efficient standard for exchanging information, and definitely not "yet another minute niche technique for control freaks or people with may too much time on their hands", as you say. If anything, it's a timesaving technology in the hands of someone who knows how to use the tool. And thankfully, those tools are easier than ever to use and customize. ReplyMithras Capital Proposes Microsoft/Yahoo Compromise [view article]
This is hilarious:"... (if) Microsoft reneges on its commitment, Microsoft will pay a breakup fee to Yahoo! equal to $12 per Yahoo! share"
MSFT's commitment to do what? Just in case you don't remember: they've already offered $33 a share, and Yang rejected it. So you're saying they should pay you $24 million because you own stock in a company with an incompetent CEO?
Reply
ancisco
Wall Street Breakfast: Must-Know News [view article]
When the obituaries of this period are written, it would seem as if Bernanke and Paulsen will be seen as masters of their toolchest, operating with creativity and moderation. Add Barney Frank. We are fortunate, and will most likely emerge with a better banking system. Unfortunately, the falling knives are not yet clattering on the floor. ReplyWall Street Breakfast: Must-Know News [view article]
....or "has begun".....:-) Such changes would mightily contribute to substance :-) ReplyMithras Capital Proposes Microsoft/Yahoo Compromise [view article]
If yhoo/msft deal doesn't come into fruition, what's the adverse affect on both companies in 2-4 yrs from now? ReplyEli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
Thank you Leser - fixed that. ReplyMithras Capital Proposes Microsoft/Yahoo Compromise [view article]
Mithras Capital thinks Microsoft is a DODO? Reply