VSD

10 Reasons Not to Buy Apple

There is one reason to buy apple. Its earnings are going to blow away estimates and it will guide higher.

Google Proves Mortal: Opportunity Knocks?

Goog will not make $20/sh in earnings in 2008 unless it report spectacular quarters for rest of year. It will face a multiple contraction.

Could eBay Be a Microsoft Takeover Target?

They should have gone after ebay instead of Yahoo. Ebay gives them ecommerce, advert, voip and paypal. Probably the most undervalued stock in internet space today.

Google's Paid Click Business Slipping - ComScore

Check the Feb 2007 numbers. They were the same, also from comScore qsearch. The sell off has nothing to do with the data.

Google's AdSense For Video Comes Out of Private Beta

you may also want to point out that existing AdSense users can overlay their ads on videos. The capability exists.

Apple's AT&T Deal Is Costly

iPhone is a mobile platform. It comes with an SDK which you can use to develop an application and sell on that platform. RIMM is a email device and the rest are just phones. The industry has not matured enough to figure out the difference between the three, but apple knows what it owns and is protecting its turf.

Half Of All Display Ad Clicks Are Worthless

That is why Yahoo does not make as much as Goog. This is a known problem

Microsoft + Yahoo = Real Competition for Google

In the short term this is bullish for Google. By the time Microsoft/Yahoo start singing the same tune, Google's market share will increase to 80%. However, in the long term it is good for consumer because the market is growing so fast that it can accomodate two big players.