tedstr

Google Needs to Ramp Up Display Advertising - Citi

Display is a completely different business. Think of it this way. Google is the Yellow pages. Display is News corp. Google will find this frustrating and will stumble. It will be their first major failure.

Display is not about technology and technology has been a large part of Google' s success. The highest margin part of Google is google.com and unless they want to completley change their signature interface and add ads (which I highly doubt they will), display will be a minor addition to their business (which they are actually already doing).
Video ads on Youtube will be a minor side show.

What Is Wrong With Tribune's Math?

All you have to do is follow what has already happened to TV and Radio. More clutter, more ads. Less content (strip series are now common again, remember the days when a different show was on every hour, 7 days a week). Thinner cheaper content (i.e reality programming, ) Higher value content shifts to higher return mediums (movies and several larger production value series now appear on cable and pay cable) Centralized back office/production across newspaper clusters. And less output. Remember that network prime time used to start at 7PM?

Print Is Toast - Ballmer

bigger concern is who is going to pay to gather all that news? The AP? It's paid for by the newspapers!

Petrobras is Hoarding the World's Deep Sea Drillers

Is it just possible that Goldman is way long oil is is just perpetuating this speculation that is going to burst sometime soon taking these drillers with it.

Misleading April Retail Numbers: Invest In Discounters

Your argument only supports the fact that more people are shoppping at discounters...a long term trend that has been in place for many years, recession or not.

The additional day in April does indicate that sales may have been down YTY but it seems to be balancing out month to month at a slow but not recessionary pace.

CBS and CNET: Vision, or Desperation?

Old media content cos love new media content cos. Feels comfortable. Feels like you can replicate your old world experience in the new world. You can't. Virtually all of the old world media companies are being defensive in these aquisitions. They are looking for synergies and ways to defend their old market positions instead of building new businesses in the new world and embracing the future. The old organizations are so full of fiefdoms that simply want to bury the new to perpetuate the old, survival becomes impossible. CNET will get diminished or destroyed the same way CBS abandoned Marketwatch, Healthwatch, Sportsline, NBC-Zoom (and currently iVillage). Inforseek was at one time the #4 largest portal on the web...unitl ABC bought it. The cable MSOs obliterated $ 4 Bil in market cap in Excite@Home. The landscape is littered with these old media/new media failures.

Old media companies have a terrible history or doing any kind of diversification.

Microsoft Should Fire Steve Ballmer, or Hire SuperNanny. Or Both.

Microsoft already has its own Yahoo...it's called MSN. They aready own the most desirable real estate on the web...it's called IE. What makes everyone so sure they would know what to do with another asset like Yahoo. They won't. Software and tech ain't the web and MSFT doesn't understand that.

Google Warns that Reducing “Accidental Clicks” Could Hurt Revenue

Mortgage Melt + Click Fraud crackdown= stock price/PE compression

Accidental clicks! Come on. This is just a smoke screen to cover the massive click fraud issues that they know they must fix and it is slamming revenue.

Yahoo's Future: The Employee Perspective

The real competition for all three Yhoo, MSFT, and Goog is the competition for ad dollars that is mounting from the traditional media media plaers. After 10 years and many failures, those guys are slowly getting their act together, in an unholy alliance with the ad agencies, and will take a powerful chunk out of the stand alone dotcoms in the next 2 years.

None of these three have woken up to this and are truely prepared to fight it. Any configuration of these mergers will cause so much internal strife that they will be bickering internally while Rome burns around them.

Did Microsoft 'Massively Undervalue' Yahoo?

The problem for Yahoo is that it is teetering on the edge right now. It's value as an ad network is slipping as both the number of advertiers and number of affilliates is in decline. This is a death spiral and stopping it can be almost impossible if it gathers momentum. If they want to stay in the game, and away from MSFT, they will have to make a deal with either AOL or Google. Neither option is attractive. Google would be the better option but this is directly opposite to what they have been trying to do for the past year and Google's terms would essentially take them out of the network business anyway, leaving them with the display business, which they abandoned when the let Wenda Millard and Greg Coleman go last year

Did Microsoft 'Massively Undervalue' Yahoo?

The problem for Yahoo is that it is teetering on the edge right now. It's value as an ad network is slipping as both the number of advertiers and number of affilliates is in decline. This is a death spiral and stopping it can be almost impossible if it gathers momentum. If they want to stay in the game, and away from MSFT, they will have to make a deal with either AOL or Google. Neither option is attractive. Google would be the better option but this is directly opposite to what they have been trying to do for the past year and Google's terms would essentially take them out of the network business anyway, leaving them with the display business, which they abandoned when the let Wenda Millard and Greg Coleman go last year

Did Microsoft 'Massively Undervalue' Yahoo?

The problem for Yahoo is that it is teetering on the edge right now. It's value as an ad network is slipping as both the number of advertiers and number of affilliates is in decline. This is a death spiral and stopping it can be almost impossible if it gathers momentum. If they want to stay in the game, and away from MSFT, they will have to make a deal with either AOL or Google. Neither option is attractive. Google would be the better option but this is directly opposite to what they have been trying to do for the past year and Google's terms would essentially take them out of the network business anyway, leaving them with the display business, which they abandoned when the let Wenda Millard and Greg Coleman go last year