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Transcripts
- Host Hotels & Resorts, Inc. F3Q08 (Quarter End 09/05/08) Earnings Call Transcript
- General Electric Company Q3 2008 Earnings Call Transcript
- DragonWave Inc. F2Q09 (Qtr End 08/31/08) Earnings Call Transcript
- Emmis Communications Corporation F2Q09 (Qtr End 08/31/08) Earnings Call Transcript
- Audiovox Corporation F2Q09 (Qtr End 08/31/08) Earnings Call Transcript
- Robbins & Myers, Inc. F4Q08 (Qtr End 08/31/08) Earnings Call Transcript
- Total System Services, Inc. Q3 2008 Earnings Call Transcript
- Tortoise Capital Resources F3Q08 (Qtr End 08/31/2008) Earnings Call Transcript
- Intraware, Inc. F2Q09 (Qtr End 08/31/08) Earnings Call Transcript
- LTX-Credence Corporation Business Update Call Transcript
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Shia
5 Comments
Google’s Earnings Expose Wall Street’s Limitations
Why Google’s surprising paid click data are less surprising. The change “is primarily a result of Google’s own quality initiatives that result in a reduction in the number of paid listings and, therefore, the opportunity for paid clicks to occur”.
What Will the Yahoo Board Decide?
Why should two companies who have failed in search individually be able to combine successfully to take on Google?
Why the Yahoo Deal Must Happen
At present Office 2007 is way ahead of Google docs. There is simply no comparison. Google docs is fine for quick simple docs, but no match for all the cool features in Office.
I guess if the Microsoft/Yahoo deal goes through Microsoft will put a web version of office to compete with Google. The big problem for Microsoft they will be competing against the versions they sell - Catch 22.
Finally, a Reasonable Valuation for Google
If Microsoft’s bid for Yahoo succeeds, there is no guarantee MicroHoo will be able to blend together and offer superior competition to Google.
Will Ask.com/Google Merger Inspire Yahoo!/Microsoft?
There will be one less player which means less choice. Will the merger drive up the costs of PPC? Already competition for popular keywords is going up as more and more businesses move their budgets online?