Viacom vs. Google: Who’s The Daddy?
The key question in the Viacom v. GooTube war is who-needs-whom more? The best way to answer this question is to study the percentage of “views” on YouTube that consist of Viacom (and other big … Read more →
Google Swallows DoubleClick for a Mere $3B
What’s $3.1 billion between friends? Or, put differently, what’s it worth to fix your display-advertising problem, corner the market for the “advertising operating system,” and deliver a hammer-blow to an already prostrate Seattle-based competitor? $3.1 … Read more →
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 … Read more →
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 … Read more →
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 … Read more →
Google Paints Bullseye on Microsoft; I Eat Crow
It has been obvious for some time that my theory of a year ago–that Google and Microsoft weren’t really going to go to war with each other (because Microsoft had already lost the web game … Read more →
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 … Read more →
Google Option Plan Better for Shareholders, Too (UPDATED)
If anyone has figured out the drawbacks of Google’s new transferable option plan, please weigh in, because at first glance it looks like a win all around. (Which begs the question: Why haven’t other companies … Read more →
Time for Google to Try Links
Google’s religion about keeping its homepage “clean” is now getting in the way of its product development. The site need not look like a NASCAR hood, but the hyperlink is a useful invention, and Google … Read more →
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 … Read more →
