Yahoo’s Stock Is Like a Falling Knife (4)
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Kara Swisher (49)
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And BoomTown has to wonder who is going to try to catch it without getting sliced and slashed. As we noted earlier about Yahoo’s dicey situation, in a back-to-school post about what various Internet companies need to focus on in the months ahead: Simply put, time is running out for the languid stylings of Yahoo management, whom I hope have been ferreting away since the controversial annual meeting at the start of August on a ...
Are Google, Yahoo Going Forward With Ad Deal Without Approval From Feds? (GOOG, YHOO) (1)
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Vasanth Sridharan (26)
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Silicon Alley Insider (306)
6 days, 22 hours
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When Google (GOOG) and Yahoo (YHOO) signed their ad deal in June, which allows Yahoo to run Google ads on its U.S. and Canadian search results, the companies said they would wait three-and-a-half months, so that the Feds could give them antitrust clearance. That deadline is now about a month away and yesterday on Bloomberg (launches the video player), Google CEO Eric Schmidt seemed to suggest that the deal would go forward even if the ...
Microsoft Sets Sights on Europe With Shopping Site Buy (1)
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Stacey Higginbotham (53)
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GigaOM (657)
6 days, 23 hours
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Greenfield Online, the parent company of Munich-based comparison shopping site Ciao, said this morning that Microsoft would spend $486 million to acquire it, derailing an earlier offer from a private equity firm to buy the company. The Ciao sites operate in France, Germany, Italy, the Netherlands, Spain, Sweden and the UK. For Microsoft, the hope is that the deal will help boost its search business overseas. After the failed bid for Yahoo, Microsoft has been ...
Alibaba Posts Big Q2, But Sees Darker Times Ahead (1)
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Michael Learmonth (61)
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Alibaba Group, the Hong Kong-listed e-commerce firm 39% owned by Yahoo (YHOO), said net profit rose 159% in Q2, helped by interest income on the proceeds from its huge IPO last fall. But all is not well in China's nascent e-commerce market, and CEO David Wei says the company, which facilitates trade between small and medium-sized firms, is seeing volumes slow. "For the next six months, conditions will get tougher," he said, in a conference ...
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Will Cole said:
This is for the meeting at Thomson
Alibaba Posts Big Q2, But Sees Darker Times Ahead (1)
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Michael Learmonth (61)
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Alibaba Group, the Hong Kong-listed e-commerce firm 39% owned by Yahoo (YHOO), said net profit rose 159% in Q2, helped by interest income on the proceeds from its huge IPO last fall. But all is not well in China's nascent e-commerce market, and CEO David Wei says the company, which facilitates trade between small and medium-sized firms, is seeing volumes slow. "For the next six months, conditions will get tougher," he said, in a conference ...
Apple Employees See Greater Returns Than Google (2)
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Daya Baran (8)
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Internet Sector and Stocks Analysis from Seeking Alpha (2)
1 week, 5 days
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Daya Baran submits:If you were an Apple (AAPL) employee or shareholder, you would be about 300% richer today than a Google (GOOG) employee or shareholder. This is based on a comparison of GOOG and AAPL shares over a five year period between August 27, 2004 to August 22, 2008. Over that period, Google returned an impressive 355.73% and Apple returned a staggering 1050.52%. Year-to-date, GOOG is down about 5% and AAPL is up about 36%.Complete ...
More Yahoo Staffing Changes (1)
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Seth Gilbert (0)
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SeekingAlpha.com: Home Page (18)
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Seth Gilbert submits:Yahoo’s (YHOO) proxy fight is over, the board seats have been filled, and the disruption of Microsoft’s (MSFT) bid seems past, but there continues to be some attrition at senior roles. The report Thursday is that Yahoo’s senior vice president Todd Teresi, who’s headed the Publisher Channel for the last year, will jump ship to join Web site metrics firm Quantcast.At Yahoo, Teresi was responsible for managing off-network partnerships. He was at Yahoo ...
Yahoo and Intel Attempt Marriage of Internet and TV (1)
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Seth Gilbert (0)
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SeekingAlpha.com: Home Page (18)
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Seth Gilbert submits:Convergence is the keyword and just about every media and technology company with a chip in the game is betting on it through some form of technology or content integration. Wednesday at the Intel Developers Conference, the biggest news among many announcements was the surprise pitch that Intel (INTC) and Yahoo (YHOO) are joining together in a tie-up aimed at grabbing one of the biggest prizes: the marriage of Internet interactivity and traditional ...
Google Takes 60% Of Search Market, While MSN Loses Share (3)
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Michael Learmonth (61)
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2 weeks, 2 days
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Tough to be anyone but Google (GOOG) in search. Google gained a share point from June to July, moving from 59% to 60% of all search queries, according to Nielsen Online. It came at the expense of MSN, which lost more than two percentage points of market share from month to month, going from 14.1% of searches to 11.9%. So if Microsoft's "Cashback" search engine shopping gimmick actually helped boost search share in May and ...
Microsoft: Of Course We Spy On Our Web Users. But Not As Much As The Other Guys (2)
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Michael Learmonth (61)
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Silicon Alley Insider (306)
2 weeks, 2 days
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Microsoft's defense of its ad-targeting practices, laid out in a response to a House inquiry: Sure, we collect data on our Web users. But we've been more responsible about it than other guys. And we're not nearly as bad as the cable operators using spying services like NebuAd. Microsoft says it began collecting data outside its own Web sites in 2006, when it launched a third-party ad network, and that activity accelerated after the acquisition ...
BoomTown’s Northern Exposure (1)
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Kara Swisher (49)
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BoomTown (49)
2 weeks, 2 days
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When BoomTown was younger and much more impressionable in the 1990s, the television dramedy “Northern Exposure” had an unusually profound impact. Set in the fictional town of Cicely, Alaska, the Emmy Award-winning show was a classic fish-out-of-water story about Joel Fleischman, a New York doctor (played by Rob Morrow) transplanted contractually to the Great White North and thus very grumpy about the whole thing, even as he fell ever more in love with the place ...
Benjamin Ling and Facebook back-story (12)
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Kara Swisher (49)
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2 weeks, 3 days
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Here’s one certainty in the hubbub that has resulted in the wake of the departure of high-profile exec Ben Ling from Facebook last week: COO Sheryl Sandberg is definitely not responsible for the melting of the polar ice caps. That’s the joking question–Was global warming Sandberg’s fault too?–that was asked at a staff meeting at the social networking start-up last Friday afternoon, after the news of Ling’s departure, on the heels of some other previous ...
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Jack said:
It literally reads like a soap opera.
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charleshudson said:
one of the more interesting takes on the situation - worth a read if you're a Googler, ex-Googler, or Facebooker
How Do You Rate NBC’s Olympics? (2)
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Om Malik (382)
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GigaOM (657)
2 weeks, 4 days
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How would you rate NBC's coverage of Olympics A... Excellent Work B... Okay, But Not Great C... Crap Olympics? Is it a new Web 2.0 company? Warning: This story is meant for our U.S. readers only. As many of you already know, I am giving Olympics the miss and perhaps that is why I am not familiar with the daily coverage on NBC and its online properties. The Olympics apparently have proved to be a ...
Yahoo spent $36M in warding off Microsoft (1)
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Sony and Roku Try To Join TV to Web, But No Merger Yet [Personal Technology] (1)
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Walter S. Mossberg (22)
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All Things Digital (14)
3 weeks, 1 day
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Perhaps the biggest disconnect in the digital landscape today is between the Internet and the TV set. Consumers have been buying big, new high-definition TVs in large numbers and, separately, are watching more and more video from online sources like YouTube, Hulu and iTunes. But the two trends have yet to merge. Despite the efforts of big names like Microsoft (MSFT), Apple (AAPL) and TiVo (TIVO), relatively few people are watching Internet video on their ...
eBay Eyeing Minority Stake In Korean Auction Site Gmarket (EBAY) (1)
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Vasanth Sridharan (26)
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eBay continues to look for growth in Asia: It's looking to buy as much as 37% of Gmarket, a Korean auction site/Internet retailer, the Wall Street Journal reports. Gmarket (GMKT) shares jumped 14.3% today to $25.36; 37% of its $1.27 billion market cap would be worth about $470 million. U.S. Internet giants, including Google (GOOG) and Yahoo (YHOO), have found it particularly tough to unseat the local competition in Asia, so in many cases, it's ...
Newsflash: Congress Discovers that Web Firms Track Data (5)
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Stacey Higginbotham (53)
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3 weeks, 2 days
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For any of us who recognize that personal privacy on the web is an illusion, the response to a Congressional inquiry asking how various ISPs and online portals target advertising and collect data will come as no surprise. Aside from the use of deep-packet inspection technology used by ISPs to insert advertising based on surfing habits, Congress discovered cookies and data retention policies. In a shocked tone, the Washington Post reported that Google is using ...
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Neal said:
welcome to the party
24/7 Wall St. (6) permalink
Microsoft (MSFT) has not been able to home grow its own online business so it has decided to buy the solution a piece at a time. Yahoo! (YHOO) was supposed to be the largest contributor to Microsoft.com. That did not work out. So far, the largest and most sensible M&A transaction from Redmond was its buy-out of Aquantive, a large display advertising operation. Not much has happened since that transaction closed.Now Microsoft has spend over ...Shared by Shannon Prickett (23)Contribute commentAbnormal Returns (0) permalink
Corporate bond spreads have widened out once again. (WSJ.com) The market in private equity secondaries is booming. (Deal Journal) Ten, no eleven, financial entities “on the brink.” (Mish) “Well, traditional Wall Street Research seems to be of minimum value to investors.” (Big Picture) Is the PBGC embarking on an ill-considered diversification effort? (NYTimes.com) The CDS market tends to move in advance of credit agency changes. (FT Alphaville) “I don’t begrudge Insana his jump to the ...Shared by Abhishek Pulakanti (0)Contribute commentAustin Business News - Local Austin News | Austin Business Journal (0) permalink
Yahoo Inc. paid outside advisers $36 million as it fended off advances from Microsoft Corp. and dealt with a proxy battle waged by investor -- and now board member -- Carl Icahn. (YHOO)Shared by Myles (0)Contribute comment
