One Way for Microsoft to Kill Google

Okay, not kill Google, and, really, barely even scratch it, but at least a way to make publishers happy and claw back some market share. As Douglas McIntyre points out on 247wallst.com, one flaw (for publishers) in Google’s advertising programs is that publishers receive no compensation for displaying ads that aren’t clicked on–even when those ads are towering skyscrapers …

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Google’s Clarification Clarifies…Nothing

Eight hours after the mayhem surrounding CFO George Reyes’s remarks, Google did the wise thing: It issued a press release.  This timing of the release all but proves that Reyes’s comments were inadvertent (otherwise the release would have gone out this morning).  So far, so good. Unfortunately, far from clarifying Reyes’s remarks, the press release …

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On Barrons’ Analysis of Google $500

Pretty good, actually, although it’s hard to be agog and appalled about a 37-times-forward earnings multiple (43-times if you include the stuff that analysts should be including).  The key point in the article, which many Google boosters miss, is that continued deceleration will lead to continued multiple compression, regardless of how amazing a company Google is. …

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More on Drooping Ad Spending, Yahoo, Google

The smart debate in the comment section about whether yesterday’s Yahoo news reflected a Yahoo issue or a market issue, as well as whether a general slowdown in online ad spending would affect Google.  My take is that it is almost certainly a market issue and that, eventually, it would/will almost certainly affect Google. As several readers …

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Phone Co Toll Demand Seems Reasonable

My initial reaction upon hearing that Verizon, et al, want to charge Google, Yahoo!, et al, for carrying broadband content over their networks was that this was yet another pathetic attempt by whining, dying monopolies to make themselves relevant in a new world.  After reading the details, however, it seems that the content providers are the ones …

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Microsoft Sharpens Knives, Points At Google Books

After a government-and-monopoly-inspired period in which Microsoft had to pretend to be a gentle force for global good, the company is being forced to return to its ruthless roots.  Ironically, it is doing this in part by decrying the unfair practices of a competitor and shamelessly sucking up to the Establishment. Today’s speech by Thomas …

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Back By Popular Demand…The Google Earnings Sweepstakes!

You know the drill.  Please submit your estimates of: 1) Google’s Q4 NET REVENUE (excluding affiliate payouts), 2) The price at which Google’s stock will open the morning after the earnings announcement, and 3) BONUS: Your logic about both of the above.  The more detail the better. Please submit your bets to the comments section of …

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Google to Wall Street: “Wait! We DO Care!”

Nothing like a cold shoulder to melt the ice.  Jonathan Berr of thestreet.com reports that, now that Wall Street has collectively flipped Google the bird, the company has developed an interest in what investors think.  Specifically, Berr says, the company has hired an IR firm to survey analysts about what they want to hear about at the …

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Google Needs Another $2 Billion Because…

It must want to buy something.  No other explanation jumps to mind for why a cash-gushing monster with an $8 billion war chest would toss away another 5 million shares in tonight’s shelf filing. Scheduled 2006 big ticket items are $1 billion to AOL for the search deal, $1 billion (rumored) to Dell for the Google …

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