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 … 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 … 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 … 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 … 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 … 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 … 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 … 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 … 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 … 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 … Read more →