Google Finance: Yawn (Updated: Wow)

So Google finally launched the much-ballyhooed Google Finance.  Two months ago, before the bloom fell off the Google rose, this move would have been greeted with the near-universal conviction that Yahoo! Finance et al had minutes to live.  Now, the reaction seems appropriately reasonable and subdued: “Nice concept, now show us how you’re going to do it …

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Viacom Sues Google for $1 Billion. Big Whoop.

So Viacom took the predictable next step in the GooTube pissing match and sued Google for $1 billion.  Why is this irrelevant? Because if Google takes the next logical step and goes through the motions of fighting the lawsuit, the companies will be in court for years.  (During which time Viacom’s content will become less …

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$500. $600. $2,000. Do I Hear $10,000? $0?

Yes, the Google price target brouhaha is reminiscent of the 90s–and not just with respect to dotcom stocks.  The Dow, too, was the subject of a few heroic hypotheses in those days (Dow 36,000, Dow 100,000), utterances that, in hindsight, came to be viewed as preposterous, asinine, and irresponsible. Unfortunately, then as now, many observers …

Read more$500. $600. $2,000. Do I Hear $10,000? $0?

Running the Numbers: Why Newspapers Are Screwed

[From Silicon Alley Insider]: It’s easy to say that the New York Times and other newspaper companies are screwed, but sometimes it helps to actually run the numbers.  Do you know why they’re screwed?  It’s actually not the cost of paper, ink, trucks, printing plants, and other physical distribution expenses.  Rather, it’s the cost of content creation. Senior New York …

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Microsoft To Buy (Swallow) Yahoo…Again? Please, God, No.

The New York Post reports that Microsoft is urgently trying to buy Yahoo again, in part because it’s sick of losing deals to Google (and, no doubt, sick of losing to Google, and Yahoo, and AOL, et al…). Would it be a smart strategic move for Microsoft and Yahoo to combine forces?  Absolutely.  Is the best way to do this …

Read moreMicrosoft To Buy (Swallow) Yahoo…Again? Please, God, No.

The Great Advertising Share Shift: Google Sucks Life Out Of Old Media

[From Silicon Alley Insider] Everyone talks about advertising dollars shifting online, but when you’re fighting all day in the trenches it’s tough to get a handle on what this really means.  Here’s what it means: US advertising revenue at 4 big online media companies–Google (GOOG), Yahoo (YHOO), AOL (TWX), and MSN (MSFT)–grew by $1.3 billion in …

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Rumor of the Day: Microsoft for Facebook for $6 Billion

No, of course we can’t confirm it.  But it makes sense, don’t you think?  Steve Ballmer, desperate and furious, sick of sucking wind in the Internet game, sick of losing every Internet in-play company and much of the future to You Know Who, sick of feeling like a has-been also-ran, raiding the bank account and …

Read moreRumor of the Day: Microsoft for Facebook for $6 Billion