GoogleDoubter's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/170969/comments http://seekingalpha.com/article/100503-google-results-something-to-cheer-about?source=feed#comment-284949 284949
The question is how will Google frow the search business in a recession/depression during the next phase of the interesting day and age in which we reside.

Today would have been the best day to own the stock and yet the gain for the day was very modest.

The posting above sounds like someone who has a vested interest in Google stock. I am niether long or short at this time, but have been both long and short in the past.

This market is way to wild to be predicting anything short or medium term.

]]> Fri, 17 Oct 2008 19:19:56 -0400
The question is how will Google frow the search business in a recession/depression during the next phase of the interesting day and age in which we reside.

Today would have been the best day to own the stock and yet the gain for the day was very modest.

The posting above sounds like someone who has a vested interest in Google stock. I am niether long or short at this time, but have been both long and short in the past.

This market is way to wild to be predicting anything short or medium term.

]]> http://seekingalpha.com/article/100173-why-today-could-suck-for-tech?source=feed#comment-283521 283521
Google has only one stream of verifiable revenue. Google has only one stream of verifiable profits.

I purchased Google stock in September 2004 and sold in December 2007. I have been shorting the stock ever since.

Google has serious problems in selling their "business applications" into both small businesses as well as larger enterprises. Other than the former Postini, all other Google business applications have been a resounding flop in the marketplace.

Google is that one trick pony and therefore not a good stock to own, at least at these levels.

Maybe a buy again at $200 per share?]]> Thu, 16 Oct 2008 07:04:39 -0400
Google has only one stream of verifiable revenue. Google has only one stream of verifiable profits.

I purchased Google stock in September 2004 and sold in December 2007. I have been shorting the stock ever since.

Google has serious problems in selling their "business applications" into both small businesses as well as larger enterprises. Other than the former Postini, all other Google business applications have been a resounding flop in the marketplace.

Google is that one trick pony and therefore not a good stock to own, at least at these levels.

Maybe a buy again at $200 per share?]]> http://seekingalpha.com/article/99351-another-dumb-idea-from-google?source=feed#comment-279752 279752 GA) and Google Message Security (GMS).

GMS, the former Postini, is a formitable, reliable, safe, and secure email security service that boasts business users such as Starbucks, UBS, Merrill Lynch and tens of thousands of small and large businesses.

GA wants to compete with MSFT in word processing, spreadsheet, and collaboration. Here, GA has zero value as well over 90% of organizations who actually use GA use the FREE version.

GA is a nice thought, but is marketed by a Google division that is run by a bunch of preppy looking and slick talking dudes who have no idea what customers want as they never talk with their business or channel partners.]]> Sat, 11 Oct 2008 10:24:44 -0400 GA) and Google Message Security (GMS).

GMS, the former Postini, is a formitable, reliable, safe, and secure email security service that boasts business users such as Starbucks, UBS, Merrill Lynch and tens of thousands of small and large businesses.

GA wants to compete with MSFT in word processing, spreadsheet, and collaboration. Here, GA has zero value as well over 90% of organizations who actually use GA use the FREE version.

GA is a nice thought, but is marketed by a Google division that is run by a bunch of preppy looking and slick talking dudes who have no idea what customers want as they never talk with their business or channel partners.]]> http://seekingalpha.com/article/98539-3-stocks-that-are-begging-to-be-bought?source=feed#comment-274231 274231
The problem with Google is they have one source of revenue and one stream of profits and Wall street knows there is only so much you can do with a one trick pony.

All of the other projects that Google has going on today, don't amount to 1% of either revenues or profits, according to the most recent 10-Q report filed by Google after last quarter's profit announcement.

Google stock will never get to $1000 per share unless and until Google Apps, YouTube, etc can generate 5-10-20 percent of revenues and profits at Google.]]> Sun, 05 Oct 2008 18:31:56 -0400
The problem with Google is they have one source of revenue and one stream of profits and Wall street knows there is only so much you can do with a one trick pony.

All of the other projects that Google has going on today, don't amount to 1% of either revenues or profits, according to the most recent 10-Q report filed by Google after last quarter's profit announcement.

Google stock will never get to $1000 per share unless and until Google Apps, YouTube, etc can generate 5-10-20 percent of revenues and profits at Google.]]> http://seekingalpha.com/article/95360-google-trust-and-the-marketplace?source=feed#comment-254459 254459 Sun, 14 Sep 2008 22:11:51 -0400 http://seekingalpha.com/article/95323-yahoo-further-explains-tie-up-with-google?source=feed#comment-253883 253883 Sun, 14 Sep 2008 08:55:34 -0400 http://seekingalpha.com/article/94917-google-clarifies-search-isn-t-almost-done?source=feed#comment-251159 251159
Google Apps, RIP!]]> Wed, 10 Sep 2008 23:26:01 -0400
Google Apps, RIP!]]> http://seekingalpha.com/article/94726-googles-second-decade?source=feed#comment-250261 250261
There isn't a viable business ANYWHERE that can go very long in any market without generating revenue and profits. If you think Google can subsidize ALL other product areas forever, you are misguided (see Google's current sucky stock valuation).

American businesses, both large and small, are NOT flocking to Google's non-search related products and services. Businesses typically don't use FREE products. WHY? Because there is zero perceived value in a business application that is FREE!

So what if SalesForce is now pimping Google Apps into corporations? Nobody is BUYING Google Apps because there is a FREE version available.]]> Wed, 10 Sep 2008 09:20:40 -0400
There isn't a viable business ANYWHERE that can go very long in any market without generating revenue and profits. If you think Google can subsidize ALL other product areas forever, you are misguided (see Google's current sucky stock valuation).

American businesses, both large and small, are NOT flocking to Google's non-search related products and services. Businesses typically don't use FREE products. WHY? Because there is zero perceived value in a business application that is FREE!

So what if SalesForce is now pimping Google Apps into corporations? Nobody is BUYING Google Apps because there is a FREE version available.]]> http://seekingalpha.com/article/94240-google-s-checkmate-was-three-moves-ago?source=feed#comment-247875 247875
I say look at what Google has done with the many in house and acquisitions and see if they have the people on board who can actually execute a business plan.

Name a Google product or service, other than search, that is generating revenue substantial enough to actually have a material affect to Google's top line!

In Google's own 10Q report from last quarter, Google Apps and all other products and services are way less than 1% of Google's total revenues.

This is after Google swallowed up Postini that had 2007 rev of close to $100M. Postini is now Google Message Security (terrible name) and now only brings in $50M of revenue.

What is up with that?

I rest my case!


]]> Sun, 07 Sep 2008 21:50:36 -0400
I say look at what Google has done with the many in house and acquisitions and see if they have the people on board who can actually execute a business plan.

Name a Google product or service, other than search, that is generating revenue substantial enough to actually have a material affect to Google's top line!

In Google's own 10Q report from last quarter, Google Apps and all other products and services are way less than 1% of Google's total revenues.

This is after Google swallowed up Postini that had 2007 rev of close to $100M. Postini is now Google Message Security (terrible name) and now only brings in $50M of revenue.

What is up with that?

I rest my case!


]]> http://seekingalpha.com/article/94205-google-s-new-enterprise-video-not-a-true-business-offering?source=feed#comment-247784 247784
Why does Google not post telephone technical support and customer service phone numbers on their web site?]]> Sun, 07 Sep 2008 19:08:10 -0400
Why does Google not post telephone technical support and customer service phone numbers on their web site?]]> http://seekingalpha.com/article/92320-google-extends-its-web-search-lead?source=feed#comment-237926 237926
Personally, I think Google search has earned every percentage of market share they receive.

But search still funds all other Google operations because they can't make profits on anything else.]]> Sun, 24 Aug 2008 17:22:33 -0400
Personally, I think Google search has earned every percentage of market share they receive.

But search still funds all other Google operations because they can't make profits on anything else.]]> http://seekingalpha.com/article/87689-could-google-buy-the-new-york-times?source=feed#comment-217857 217857 Tue, 29 Jul 2008 20:13:05 -0400 http://seekingalpha.com/article/85807-google-keeps-scoring?source=feed#comment-209703 209703
The question is can Google make inroads in other areas of business life that can be monitized and generate bottom line results?

So far, the answer to that question is no!

Google seems to not be able to make Google Apps pay for itself. Maybe some good old fashioned marketing would help here, but then again Googler's are way toooo smart (HA!) to do anything that is even remotely considered old school.

What about YouTube? Google can't seem to monitize that aquistion.

What about Postini? Google has totally destroyed a healthy and growing revenue and customer base by doing things that a first year marketing student in college would never do.

Google is today, and is destined to be for the next few years, a one trick dog. Search is their game and they are the best.

What is the price per share for a one trick dog?
]]> Sun, 20 Jul 2008 09:23:15 -0400
The question is can Google make inroads in other areas of business life that can be monitized and generate bottom line results?

So far, the answer to that question is no!

Google seems to not be able to make Google Apps pay for itself. Maybe some good old fashioned marketing would help here, but then again Googler's are way toooo smart (HA!) to do anything that is even remotely considered old school.

What about YouTube? Google can't seem to monitize that aquistion.

What about Postini? Google has totally destroyed a healthy and growing revenue and customer base by doing things that a first year marketing student in college would never do.

Google is today, and is destined to be for the next few years, a one trick dog. Search is their game and they are the best.

What is the price per share for a one trick dog?
]]> http://seekingalpha.com/article/85608-google-inc-q2-2008-earnings-call-transcript?source=feed#comment-209285 209285
There is no evidence that GE is using Postini email service as quoted above by Google executives. 300K users yet no MX record of ge.com is actually pointed to Postini's scanners!

Hmmmm...A lie by Google executives?]]> Sat, 19 Jul 2008 09:12:57 -0400
There is no evidence that GE is using Postini email service as quoted above by Google executives. 300K users yet no MX record of ge.com is actually pointed to Postini's scanners!

Hmmmm...A lie by Google executives?]]> http://seekingalpha.com/article/85762-is-online-search-microsoft-s-vietnam-war?source=feed#comment-209279 209279
In the war of the desktop, Google is at a disadvantage in a bunch of way via Google Apps. The folks at Google have given hundreds of thousands of FREE versions of Google Apps and now most firms won't pay money for the service.

The worst part in the war of the desktop for Google is they suck at customer service because Google doesn't like talking to people. Just try and find ANY customer service phone number for Google on their web site.

There is no published customer service phone number for Google.

There isn't a software company with at least $10M in sales that doesn't publish tech support and customer support phone numbers on their web site.

Google also screwed the handsome revenue stream of Postini, an aquisition made just one year ago.

Google may own search, but they suck at making $$ on everything else.

Google may have the brightest people on the planet within their search team, but Google Enterprise is managed by a bunch of idiots.]]> Sat, 19 Jul 2008 09:04:25 -0400
In the war of the desktop, Google is at a disadvantage in a bunch of way via Google Apps. The folks at Google have given hundreds of thousands of FREE versions of Google Apps and now most firms won't pay money for the service.

The worst part in the war of the desktop for Google is they suck at customer service because Google doesn't like talking to people. Just try and find ANY customer service phone number for Google on their web site.

There is no published customer service phone number for Google.

There isn't a software company with at least $10M in sales that doesn't publish tech support and customer support phone numbers on their web site.

Google also screwed the handsome revenue stream of Postini, an aquisition made just one year ago.

Google may own search, but they suck at making $$ on everything else.

Google may have the brightest people on the planet within their search team, but Google Enterprise is managed by a bunch of idiots.]]> http://seekingalpha.com/article/85664-google-earnings-this-doesn-t-look-good?source=feed#comment-208374 208374
Too bad for investors of Google in the long run.]]> Fri, 18 Jul 2008 07:26:49 -0400
Too bad for investors of Google in the long run.]]> http://seekingalpha.com/article/84654-institutional-investors-still-don-t-get-google?source=feed#comment-204471 204471 Sun, 13 Jul 2008 14:17:34 -0400 http://seekingalpha.com/article/82856-does-google-have-a-weakness-microsoft-can-exploit?source=feed#comment-193919 193919
Nobody wants to use products from a company that doesn't have a published customer service phone number to talk with 24/7/365.

Google has no customer service, period!]]> Fri, 27 Jun 2008 07:07:38 -0400
Nobody wants to use products from a company that doesn't have a published customer service phone number to talk with 24/7/365.

Google has no customer service, period!]]> http://seekingalpha.com/article/76261-how-microsoft-could-kill-google-on-the-web?source=feed#comment-163976 163976
But MSFT shouldn't worry about GOOG in the much larger enterprise market.

GOOG has K-Mart level customer service and support while MSFT has 40,000 loyal resellers and 100M registered users of MSFT products just in North America that give customers Nordstrom level service.

If GOOG cannot both improve customer service and support while spreading revenue across multiple product lines, it will always be the one trick pony.]]> Thu, 08 May 2008 07:18:23 -0400
But MSFT shouldn't worry about GOOG in the much larger enterprise market.

GOOG has K-Mart level customer service and support while MSFT has 40,000 loyal resellers and 100M registered users of MSFT products just in North America that give customers Nordstrom level service.

If GOOG cannot both improve customer service and support while spreading revenue across multiple product lines, it will always be the one trick pony.]]> http://seekingalpha.com/article/70657-google-docs-inches-offline-finally-threat-to-ms-word?source=feed#comment-134471 134471
Let me give you an example. Google purchased Postini in July 2007 for $625M. In February, Google published new list pricing for Postini services that were some 75% less than current customers paid for their Postini services. Google offered no price protection to customers (many very large corporate customers were pissed off). Google alienated hundreds of Postini resellers by not consulting and not rolling out the new pricing in a manner consistent with customer service and customer protection.

Furthermore, Google failed to understand how this pricing impacts everyone up and down the foodchain and Google said that it doesn't care about the impact of any of their decisions.

To make matters even worse, Google is posting pricing on it's web site that has NO TELEPHONE or EMAIL TECHNICAL SUPPORT and Google doesn't bother to mention this fact to prospective customers.

In other words, Google is now dangerously on the cusp of being given the moniker of NON-RELIABLE BUSINESS PARTNER.

It is painfully obvious that Googlers have no experience in dealing with real customers who use their services as a mission critical part of their business infrastructure.

Google took a Rolex product and is now selling it as a Timex.

I thought Googlers were smart. I was wrong.]]> Tue, 01 Apr 2008 05:50:24 -0400
Let me give you an example. Google purchased Postini in July 2007 for $625M. In February, Google published new list pricing for Postini services that were some 75% less than current customers paid for their Postini services. Google offered no price protection to customers (many very large corporate customers were pissed off). Google alienated hundreds of Postini resellers by not consulting and not rolling out the new pricing in a manner consistent with customer service and customer protection.

Furthermore, Google failed to understand how this pricing impacts everyone up and down the foodchain and Google said that it doesn't care about the impact of any of their decisions.

To make matters even worse, Google is posting pricing on it's web site that has NO TELEPHONE or EMAIL TECHNICAL SUPPORT and Google doesn't bother to mention this fact to prospective customers.

In other words, Google is now dangerously on the cusp of being given the moniker of NON-RELIABLE BUSINESS PARTNER.

It is painfully obvious that Googlers have no experience in dealing with real customers who use their services as a mission critical part of their business infrastructure.

Google took a Rolex product and is now selling it as a Timex.

I thought Googlers were smart. I was wrong.]]>