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Articles tagged with: GOOG

Entrepreneurship, Innovation, Investing, Startups, Technology, Venture Capital »

[18 Apr 2008 | One Comment | 601 views]

Venture capital follows the public equity markets. So it is no coincidence that many VCs think that funding activity will slow down in the foreseeable future. KPMG, the large accounting firm, surveyed venture capitalists and found that 69% of respondents think that we are currently in a recession. A whopping 90% believe we will see a drop in initial public offerings. All in all, this will result in less money raised in venture capital partnerships and thus less money available for startups. Startup funds will find …

Investing, Linkfest »

[17 Apr 2008 | One Comment | 1,391 views]
Investing Linkfest 4/17/08

Optimism abounds with the market resolutely shaking off bad news while focusing myopically on the good, or relatively good, news. The cheerleaders on CNBC (GE) can scarcely be heard uttering the dreadful words of inflation, recession, stagnation, credit crisis, and foreclosures. Happily, they talk about earnings beats. Surprisingly, there are a number of really substantial earnings beats that seem to justify the current sanguine tone of the market.
A lot of the beats thus far have come from blue chip companies that dominate their industries and sectors. Logically, this makes sense. …

Business, Investing, Technology »

[13 Apr 2008 | One Comment | 430 views]
Fast Forward to Video Future

With so much at stake, the future of video promises to be a most entertaining saga. Many players are trying to figure out how to navigate the shifting technological landscape. How video entertainment is created, delivered, and sold is changing with breathtaking speed. New competitors are entering the market and current leaders are scrambling to defend their turf.
Blockbuster (BBI), playing the part of copycat, will soon announce a set-top box similar to what Netflix (NFLX) unveiled at the Consumer Electronics Show earlier this year. The two companies have seen their …

Entertainment, Investing, Sports, Video »

[24 Mar 2008 | No Comment | 528 views]

I get up very early in the morning to prepare for the markets’ open. The usual routine involves checking my inbox for important emails from friends or respected professionals, quickly poring over all the news, running through my RSS feeds, tracking my investment ideas through Google (GOOG) Alerts and some proprietary software that automatically populate my database of companies to investigate further. I find that having a discipline or process helps me to keep my mind focused, sharp, and ready to generate new ideas.
Early tomorrow morning, I’m changing my routine …

Business, Technology »

[12 Mar 2008 | No Comment | 424 views]

Robert Ricks, a marketing maven and not too shabby graphic designer, writes a good piece about the commoditization of Web widgets. Robert’s resum√© includes working at some of the early trend-setting dotcoms during the boom, creating his own trading card game (Magic for the ghetto), and even patrolling the halls as a security guard at Hewlett-Packard (HPQ) where he learned his craft in digital media. Yes, he started there as a nightstick-wielding muscle man but took the initiative to learn some marketable skills from the environment around him. …

Investing, Linkfest, Technology »

[12 Mar 2008 | No Comment | 936 views]
Tech Linkfest 3/12/08

Tight US immigration forces outsourcing: Bill Gates – Microsoft (MSFT) chairman, and no longer the wealthiest guy in the world, makes some interesting points about our immigration policy regarding skilled workers. At SocialOptimize, we’ve been outsourcing some of our work to Guatemala and the Philippines.
Google could be superseded, says web inventor – Tim Berners-Lee shares some wisdom about the semantic web. He talks about how a new company in the future could exceed everything Google (GOOG) has done up to this point. Wouldn’t Google just buy that company?
Japanese government investigates …

Investing, Linkfest, Randomness, Technology »

[9 Mar 2008 | One Comment | 5,014 views]
Latticework Linkfest 3/9/08

Macro

Once again, Mark Zandi and his team at Moody’s Economy.com (MCO) comes through with something interesting. Click through on the image below and interact with the map to find out if your state and county is in risk of recession. My home state of California is definitely at risk, dragged down by rapidly falling housing prices. I currently spend most of my time in Utah, one of the few places that has seen strong economic expansion and even strong real estate price appreciation. Forbes recently named Salt Lake City first …

Business, Entrepreneurship, Features, Hedge Funds, Innovation, Investing, Private Equity, Startups, Strategy, Technology, Venture Capital, Video »

[2 Mar 2008 | One Comment | 1,137 views]
New York Times: Dinosaur or New Media Machine?

Since my current work is in new media and social networking, I am keenly interested in the turbulence facing the newspaper industry. Clients, ranging from Fortune 2000 companies to small innovative startups, come to my team at SocialOptimize to gain an understanding of the new media landscape and to develop an actionable strategy for building a meaningful presence in social networks. They ask about their traditional marketing budgets and I tell them that we will see the disappearance of many old model newspaper, radio, and television companies as they struggle …

Business, Entrepreneurship, Startups, Technology »

[18 Feb 2008 | One Comment | 20,590 views]
YouTube Killed the Gray Lady and the Boob Tube

Advertising Age is reporting that U.S. media employment fell to a 15-year low in December 2007. The major driver behind this slump is the struggling newspaper industry. This is not surprising because nearly everyone is spending more time getting their news on the Internet and less with broadsheets. Exacerbating the losses is the disappearing classifieds business as online alternatives like craigslist, partially owned by eBay (EBAY) offer cheaper and more immediate classifieds solutions. The New York Times (NYT), also known as the Gray Lady to the cognoscenti, recently announced another …

Investing, Linkfest, Randomness, Technology »

[16 Feb 2008 | No Comment | 619 views]
Latticework Linkfest 2/15/08

 
Macro

Economic Indicators site to be shut down by U.S. Department of Commerce: Say goodbye to a very useful online resource due to “budgetary constraints” – lame excuse. The cost of administering a good website has diminished drastically. Enlightened government bureaucrats will still collect the data, but they don’t want to share it with private citizens.

William Ackman’s statement before Congress – The State of the Bond Insurance Industry: Interesting reading courtesy of fund manager who presciently shorted the real estate industry before the sub-prime meltdown became the crisis du jour.

Detroit home …