PC&G

The Writedown Leaderboard: Merrill Now in First

So much corporate experience ( www.newsvisual.com/new... ), yet so little of it in risk management.

Is Yahoo Gaining on Google?

CEO Jerry Yang issued a 100-day process to start turning Yahoo! around, and look what happend......it worked. People pay attention when a sick man sits up. The management at Yahoo! are extremely creative and innovative ( www.newsvisual.com/new... ).....of course, the same thing could be said for Google ( www.newsvisual.com/new... ) As some mentioned here already, what will most likely bring Google down (and, as much as I love Google, it can't stay on top forever people, sorry) will be either complacency or failure to respond appropriately and timely enough to a new product.

Microsoft to Take $240M Facebook Stake, Become Exclusive Ad Platform

Wow, well that is one way to catch up to Google. Microsoft will do anything (anything!) to cut down on the lead Google has. Their Board has been putting their heads together to try and come up with new ideas www.newsvisual.com/new... . Yahoo! has probably been doing the same.

A Google Brain Drain?

Sorry, I don't buy the argument that Google is no longer innovative. Maybe they are not as innovative as the past, but they are still way ahead of the rest of the competition. For proof, check out this article from Fortune on Google India money.cnn.com/2007/10/... . Even for the management in Mountain View, I think the overall diversity of their management experience alone should count for some innovation. www.newsvisual.com/new...

Merrill Lynch Down 3% on $7.9B Write-Off

How can a company like Merrill, which has so much experience www.newsvisual.com/new... , have such poor risk management?

Boeing Paces Aerospace Sector with Strong Q3 Beat and Raise

I don't think the delays will hurt Boeing as much as people think. Airbus has delayed their new plane by a couple of years, which gives Boeing's management plenty of time to take advantage of the situation www.newsvisual.com/new...

J&J's Q3 Profit Down, But Beats, Raises Outlook

Glad J&J's management had the forsight to focus strongly on foreign sales, which are becoming more and more important today. J&J may be down, but they should be back up soon and I'm expecting a better quarter next quarter and their management experience is tops www.newsvisual.com/new... . Come back in 3 months and see where shares are at.

Five Major Questions On Oracle’s BEA Buyout Bid

I don't know if I quite agree with BEA that the company was as undervalued as it claimed. Yes, I know BEA was an undervalued stock, but I think the price Oracle offered was more than fair. As far as the deal goes, the author is right that it will go through once all the haggling gets done. They have enough backchannels so that negotiations shouldn't shut down www.newsvisual.com/new... .

PepsiCo Q3 EPS Beats, But FY Guidance Short

Thank you foreign sales, weak US dollar, and the Board at PepsiCo, you are to be commended www.newsvisual.com/new...

Google Leads in Global Search, But Rivals Are on Radar

No one company should dominate in my opinion, but at the same time I have to applaud creativity and ingenuity over....the opposite of that. I will have to say I have used Naver regularly (used to live in South Korea) and it is phenomenal, it was doing what Google is doing today 5 years ago. If Naver were an American company and operated in English (still the language of the web) Google would be nothing today. As for Yahoo!, maybe they should take that advice last week from Bernstein and outsource their searches to Google (cool article on that www.newsvisual.com/new... ). Microsoft, maybe they should stick with more Halo games.