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  • Google Under Attack From All Angles [View article]
    The Google+ Business Strategy: plus.google.com/u/0/11...
    Jul 14, 2011. 08:33 PM | Likes Like |Link to Comment
  • Google Leans Toward Favoring Shorts in Post-Earnings After-Hours Trade [View article]
    "I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours."

    That's wise, given your advice here.
    Jul 14, 2011. 08:29 PM | Likes Like |Link to Comment
  • Google's Six-Front War [View article]
    Well, something official happened today. Hopefully it also clarified a bit about Google+.

    You can find my additional comments (from prior to the 2Q) here:

    "The Google+ Business Strategy"
    bit.ly/r3zPlC
    Jul 14, 2011. 08:24 PM | Likes Like |Link to Comment
  • Google's Six-Front War [View article]
    Regarding the Zynga partnership, see:
    techcrunch.com/2010/07.../
    And then:
    techcrunch.com/2010/07.../

    I'd say I do know what Google+ actually is (so far), and I was pleasantly surprised. The adoption (among beta members) far exceeded my expectations, and there has been an enormous amount of activity.

    Moreover, the integration with the Google Apps platform, the yet-to-be-announced gaming platform, and the plan for a business-specific Google+ all add to a compelling case.

    See comments from Mark Zuckerberg: "The last five years have been about connecting people, the next five years are about connecting apps." (t.co/UpeLxcM)

    The Google Apps platform and third-party marketplace has already produced a handful of 100+ million startups. Google gets a 30% revenue share just by providing the platform. They've been maneuvering towards an integrated social-business-educat... platform with a third-party ecosystem directly driving revenue...a model with revenue potential that dwarfs "search+ads".

    Disclosure: long on Google
    Jul 7, 2011. 07:15 PM | 1 Like Like |Link to Comment
  • Google's Six-Front War [View article]
    What about the online/social gaming front? With Google's 100 million investment in Zynga and the introduction of Google+, we're no doubt about to see major moves into that lucrative market.
    Jul 5, 2011. 09:23 PM | 1 Like Like |Link to Comment
  • What Google Chart Says Before Earnings Report [View article]
    The only chart that's going to matter tomorrow is the one that shows Google's historical earnings compared to analyst estimates, with the latest surprise being the largest positive difference since 1Q 09.

    Shorts are going to get pantsed.
    Jul 14, 2010. 09:22 PM | Likes Like |Link to Comment
  • The Decline of Google [View article]
    Keith, it seems analysts and the general public are lagging in appreciating the significance of the new Google Apps Marketplace. It's only a two-month old baby, and they've been deferring their fee until their billing system is in place, so the revenue isn't showing yet, but it is the central vehicle by which Google intends to monetize all of its "free" products, by making them a center of gravity for a cloud-based business and education platform. Google will share in 20% of the revenue of ALL participating third-party software services. Crunch the numbers...this is more significant than their ad revenue.
    May 18, 2010. 08:40 AM | 6 Likes Like |Link to Comment
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