Calling All Guest Writers!
Apologies...I'm gone this week and most of next. So I figure this is a good time to try an experiment I've been meaning to try for a while: guest posting.
Some of the comments on this blog are excellent, and we would all benefit from them being more visible. With this in mind, please send any on-topic comments you would like published (Google, Yahoo, Amazon, eBay, Web 2.0 Bubble Bursting, etc.) directly to me at share@internetoutsider.com, along with your full name (real name, please). You can also obviously post them in the comments section, and if there's duplication, fine. I will then post the ones I think would be of interest to the community as separate posts under your name. I'll be online only intermittently for the next two weeks, so please give me a couple of days to respond.
Depending on how this goes, I may make it an ongoing and more-formal process, with guest writers, etc. Despite the latest web crash, there's a ton going on, and I can only cover a small piece of it.
Thanks.
First.
Posted by: Noonch | July 26, 2006 at 07:48 AM
second!
Posted by: trollkiller | July 26, 2006 at 08:08 AM
THIRD. ARGHHHHH
Guys question. My brother went to a job interview and at the end they asked him:
How can you get 2 people to stnad on a newspaper without touching? He said unfold the paper.
That answer seemed too obvious. What is the answer?
Posted by: KING TROLL | July 26, 2006 at 08:24 AM
fourth,
Troll, if you look deep within yourself you will find the answer.
Hope you are the first guest poster.
Posted by: billy | July 26, 2006 at 09:48 AM
Place the sheet of newspaper in the doorway such that it is half at this side of the doorway and half is at the other side of the doorway. Close the door. Now two people can stand on the same sheet of newspaper without touching each other.
Posted by: ndame | July 26, 2006 at 01:35 PM
damn amazon yahoo baidu all smashed this quarter. every internet stock besides goog crushed. GOOG is the greatest management team is history. Eric Schmidt genius (great work at SUNW and NOVL). Those Larry and Sergey wow long track record of business success. Stanford PHDs definitely smarter than everyone on the planet. GOOG going to 2000 yet every other tech stock in the world sucks. GOOG is perfect no click fraud insiders are not selling like crazy, people are not creating spam websites just to make money from AdSense advertisers. I love GOOG 4000 price target. maybe 10000. maybe higher than Berkshire. oh well thats my rant for the day. Oh well gotta go hunt for a job at Quickie Mart to cover my losses from GOOG puts. Larry and Sergey and Eric the greatest thressome ever. On to 50000 for a 100000000000000000 market cap.
Posted by: billy | July 27, 2006 at 12:23 PM
There ought to be more video sharing startups. I personally think first mover advantage doesn't count here. Youtube is great, but they will go bankrupt before they succeed. Str8Up is doing a great job builting the community.
Posted by: Str8Up | July 27, 2006 at 05:20 PM
I believe your insight on dotcom models is the best I've seen. With that said how do the economics of your site work? How profitable are the ads on the right hand side? Are you trying to build an eventual subscription base?
Posted by: Joshua Frankel | July 27, 2006 at 09:20 PM
Google wins click fraud case:
http://www.pcworld.idg.com.au/index.php/id;714050172;fp;2;fpid;1
Should be a net positive for the stock.
Posted by: Victor | July 30, 2006 at 08:28 PM
Here here. Str8Up is definitely a "web 2.0" company if I ever saw one. When is the IPO? I want a piece of that one (the IPO I mean, not the girl from "Boob Carwash").
Finally there's serious discussion around the fact that porn isn't just one busiess model on the Internet, its THE business model of the Internet. The winner of the current wars between Yahoo, Google and Microsoft will be determined by whomever sees this first and puts naked chicks on their home page.
IO
Posted by: InsideOut | July 31, 2006 at 03:33 AM
What constitutes a click:
http://www.businessweek.com/technology/content/aug2006/tc20060802_110588.htm?chan=top+news_top+news
Search Engines Unite to Fight 'Click Fraud'
http://www.latimes.com/business/la-fi-briefs3.5aug03,1,659909.story?coll=la-headlines-business
Posted by: Victor | August 03, 2006 at 04:27 PM
Eric Schmidt on MSN improving their ad models actually benefitting google. This is something henry commented on, but had the opposite opinion of.
http://blogs.zdnet.com/micro-markets/index.php?p=301
Posted by: Victor | August 03, 2006 at 09:20 PM
GOOG has collected a gang of cash because of their core competency (search). Now should we believe that because they are great at search they will be great at everything they venture into? No. Regardless of the ingenuity at the helm, which becomes increasingly watered down as the company gets bigger, GOOG's growth has a ceiling. They can only grow the top line as fast as online advertising plus share gains. The new businesses just slow them down. The share gains are slowing and may be running into a headwind as Yahoo introduces their new search algorithim.
So I'm optimistic about online advertising but pessimistic about GOOG due to decelleration, cash burn, unrealistic world domination and anti-wall street mentaility and media hype. At depressed levels I love YHOO. Its beat down because they delayed their new search? Big deal. Remember that YHOO ads are different than the text ads that drive GOOG.
PS. I get no "thanks" for answering the riddle above?
Posted by: ndame | August 06, 2006 at 12:58 AM
Henry, where are you bro! a huge deal is going down. Google AND MySpace!!!!
The market isn't swallowing any news out of google as being good news, but i tell ya, this deal is at least as big as the AOL deal they did.
Posted by: victor | August 07, 2006 at 07:45 PM
My name is Timothy, Remember the name! And i have a new search engine that is very different, do not forget that. I will come back here in few days to give the URl, mark your calender. It is time for the market share of search to change overnight.
Thank you
Posted by: Timothy | August 08, 2006 at 04:02 AM
Ahhh Tim! Now u got me so excited!
Posted by: Aaron | August 09, 2006 at 08:28 AM
More follow up on the myspace deal:
http://yahoo.businessweek.com/technology/content/aug2006/tc20060809_013576.htm
http://yahoo.businessweek.com/technology/content/aug2006/tc20060809_013576.htm
'Yahoo executives were quoted Monday as saying the MySpace deal didn't make financial sense for them. Levinsohn expressed a bit of pique with Yahoo, noting that Yahoo CEO Terry Semel personally pitched a search deal to News Corp. executives last week at their corporate retreat and strategy session in Pebble Beach, Calif. Google co-founder Sergey Brin pitched there as well. "Some of the things that are coming from Yahoo today are pretty surprising, given how serious they were about wanting the deal. Semel was at Pebble Beach. They are in trench warfare and the other side just got reinforcements," he said'
Yahoo just isn't fighting hard enough henry.
Posted by: victor | August 09, 2006 at 02:01 PM
The only loser in the deal is MySpace. MySpace proven it cannot generate a viable business model to generate revenue with 70+ million users so they did what other sorry operations like Ask Jeeves and MSN did which was co-op a revenue model with their competitors. Kinda pathetic if this happened in any other industry, but the Internet world think this is something to celebrate.
Posted by: Ed Dunn | August 09, 2006 at 07:10 PM
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Posted by: beautiful girl | August 10, 2006 at 05:37 PM
After a 2 months break I am again on this site. I guess the Internet industry is like soap operas, no matter when you pick up an episode again, no matter after how much time, the BS is basically the same.
Plus, I see the Chinese spammers have taken over!
Posted by: Neal S. Lachman | August 11, 2006 at 10:49 PM
MySpace is a fad.
Posted by: Jeremy | August 12, 2006 at 03:50 AM
Jeremy,
MySpace is not a fad. It serves a purpose and a huge market. Yesterday I read that the rate of new subscribers to the site is 200,000 - PER DAY.
Google has made a masterstrike with this deal, ofcourse seen from the upside. The downside can be that it is a commitment of $900M over a short period of time (average $300M per year). Given Google's huge cash-reserves this is a deal well within the comfort levels, even if the share-value falls.
When seen from a competitive perspective, Google has shut up the likes of MSN, Yahoo, and Ask. The MySpace deal is not only good for Google, but also for the entire internet industry. Furthermore, the Googlies have shown balls and, more importantly, VISION.
Google has proven with this deal that it can keep its eyes on the search industry. Investments in such deals can help Google remain a major force and a very valuable company.
Posted by: Neal S. Lachman | August 12, 2006 at 07:20 PM
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Posted by: Skergi | June 23, 2007 at 03:24 PM