GOOG grows up

rffrydr · Posted: Mon Jun 25, 2007 9:57 am Post subject:

Confirmed wrong on this puppy--but felt it and never took a position. Was in fact last new high on earnings. Now, after iphone hype (the ad not least of connections) we've got the "demise" of yahoo (old guard Semel going away).

But....

http://news.moneycentral.msn.com/provider/providerarticle.aspx?feed=AP&Date=20070625&ID=6759251
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HenryTo · Posted: Thu Jun 28, 2007 2:18 am Post subject:

Both Yahoo and Microsoft lost in the search market, and both were also too late in recognizing the trend of video sharing. Google will most probably be the dominant player in providing mapping and trip planning services as well - with the advent of Google Earth (with cool features like the ability of its users to discuss popular landmarks) and the Streetview function. The next step would be working on and improving Web 3.0 features such as the semantic web or virtual reality universes like Second Life.
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YouTube visits larger than rivals combined -survey
Wed Jun 27, 2007 5:52 PM ET

By Eric Auchard

SAN FRANCISCO, June 27 (Reuters) - YouTube, which has had to pull copyrighted videos off its site after legal attacks by some big media franchises, has enjoyed a surge in U.S. audience share that leaves it far larger than the next 64 video-sharing sites combined, a survey found.

The U.S. market share of visits to YouTube, which Google Inc. <GOOG.O> bought for $1.65 billion last November, rose 70 percent from January through May, online audience measurement firm Hitwise Inc. said in the survey published on Wednesday.

By contrast, visits to the next 64 largest sites tracked by Hitwise rose only 8 percent during 2007's first five months.

"As of May 2007, YouTube's market share was 50 percent greater than those 64 sites combined," Hitwise research director LeeAnn Prescott said in a summary of her firm's data.

YouTube's share of the U.S. online video market was 60.2 percent in May, according to Hitwise. Its closest rival, News Corp.'s <NWSa.N> MySpace Videos site, had 16.08 percent of market share, the survey of Web surfing habits showed.

YouTube's sister site, Google Video, held 7.81 percent, while Yahoo Inc. <YHOO.O> had 2.77 percent and Microsoft Corp.'s <MSFT.O> MSN, 2.09 percent, according to the study.

Start-up Metacafe ranked No. 8 in U.S. visitors to video sites with 1.07 percent, Time Warner's AOL Media had 0.94 percent and Veoh was No. 10 at 0.86 percent, Hitwise said.

Viacom Inc. <VIAb.N> filed a copyright infringement suit against YouTube in March seeking more than $1 billion in damages and demanded that YouTube take down thousands of segments from its popular programs, including The Daily Show with John Stewart, The Colbert Report and South Park.

A separate suit was filed in early May by plaintiffs including English soccer's Premier League. Both suits argue YouTube encourages massive copyright infringement to boost the site's traffic in the hopes of generating advertising sales.

Google has responded by saying that these lawsuits threaten the way people exchange information, news, entertainment and artistic expression over the Internet.

Many of the most popular YouTube videos come from so-called user-generated sources -- the bedroom confessional produced by teenagers with cheap computer Webcams pointing at them is the archetypal format. The site's slogan is "Broadcast Yourself."

It also features unrestricted professional media programming like music videos, extreme sports feats like skateboarding, and politicians promoting their campaigns.

The Hitwise statistics track visitors to video sites, but do not capture whether or not visitors actually watched the video streams or embedded videos from these sites, she noted.

Prescott presented the data at the Searchnomics Internet industry conference held in Silicon Valley on Wednesday.

(Additional reporting by Yinka Adegoke in New York)

HenryTo · Posted: Sat Jul 28, 2007 8:05 pm Post subject:

Wikia details plans for rival to Google

Founder of Wikipedia has acquired Web crawler and plans to launch community-developed Web search.

http://money.cnn.com/2007/07/28/technology/wikia.reut/index.htm?postversion=2007072821

rffrydr · Posted: Tue Oct 02, 2007 8:48 am Post subject:

A symptom of the "deal" or of the "idea"? GOOG moves into telephony (much talk about it's iPhone). With eBay the model failed:

http://www.businessweek.com/technology/content/oct2007/tc2007101_499889.htm?chan=top+news_top+news+index_technology
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rffrydr · Posted: Fri Oct 19, 2007 6:12 am Post subject:

A measure of faiths: Market Cap exceeding Berkshire:

http://messages.finance.yahoo.com/Stocks_(A_to_Z)/Stocks_G/threadview?m=tm&bn=25263&tid=1027017&mid=1027017&tof=69&frt=2
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rffrydr · Posted: Tue Oct 30, 2007 7:31 am Post subject:

GooglePhone: Sell the fact setup?

http://www.marketwatch.com/news/story/google-unveil-mobile-plans-soon/story.aspx?guid=%7B699BAAE6%2D773F%2D49BE%2D8F44%2DFEE7A16D8B0D%7D&dist=TNMostRead
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rffrydr · Posted: Wed Nov 07, 2007 12:27 am Post subject:

What all the hoopla's about:

http://origin.mercurynews.com/deantakahashi/ci_7382833?nclick_check=1

Breaking the monopoly has implications for that other "horseman" of the Nasdaq--Apple. They can't both be right, can they?
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rffrydr · Posted: Sun Nov 11, 2007 11:53 am Post subject:

Funny thing happened on the way to $1000:

http://www.bloomberg.com/apps/news?pid=20601213&sid=aXnEmYphrM0A&refer=home

Cisco is now the leading horseman.
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rffrydr · Posted: Wed Nov 28, 2007 9:01 am Post subject:

I can perform miracles:

http://www.informationweek.com/news/showArticle.jhtml?articleID=204300217
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rffrydr · Posted: Sat Dec 01, 2007 5:42 pm Post subject:

Bull vs. Bear

http://www.cnbc.com/id/15840232?video=601861675&play=1
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rffrydr · Posted: Wed Dec 12, 2007 8:59 am Post subject:

No "gle" sound in Chinese:

http://www.bloomberg.com/apps/news?pid=20601109&sid=av0dTz.hTRZ0&refer=news
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rffrydr · Posted: Thu Dec 20, 2007 3:15 pm Post subject:

The knowledge unit produces the unit of knowledge, the "knol."

Watch out wikipedia:

http://internetcommunications.tmcnet.com/topics/broadband-mobile/articles/16967-google-building-its-own-version-wikipedia.htm
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rffrydr · Posted: Fri Dec 28, 2007 7:38 pm Post subject:

Supercomputing to the Masses, The GOOG opens the Cloud:

http://www.businessweek.com/magazine/content/07_52/b4064048925836.htm?chan=search
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rffrydr · Posted: Fri Feb 01, 2008 8:59 am Post subject:

The golden rule of Google: All earnings must be sold; all earnings must be bought. They're going to the moon...with NASA.

http://www.smartmoney.com/bn/ON/index.cfm?story=ON-20080201-000266-0453
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rffrydr · Posted: Fri Feb 01, 2008 10:24 am Post subject:

I don't think The GOOG has anything to fear from a Microsoft/Yahoo unity. By the time Microsoft moves on search GOOGLE will be our new telecom. The best thing about Yahoo IMHO was their world, asia, links. This is fading fast with asia's newfound patriotism. If the momentum players can wash out under $500 I might do the unthinkable...buy Exclamation

Call spreads only.
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