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Archive for February, 2006

Why Doesn’t Yahoo Get More Respect? (Or, Google vs Yahoo, Round 1)

Posted by Dan Grossman on February 15th, 2006

Interesting to think about the relationship between web site traffic volume and stock market valuation for Google, Microsoft, and Yahoo (Microsoft is probably an outlier here given their legacy software businesses, but I included them anyway because internet strategy is an increasingly important part of their overall business).
In particular, it looks like […]

What is Your Dangerous Idea?

Posted by Dan Grossman on February 12th, 2006

Each year, The Edge asks a collection of interesting people (Clay Shirky, Craig Venter, Ray Kurzweil, etc) a provocative question. Last year, the question was: “what do you believe is true even though you cannot prove it?” (Think about that for a bit.) This year’s question:
What is your dangerous idea?
The history […]

Google headed to $188/share?

Posted by Dan Grossman on February 12th, 2006

Good weekend reading in Barron’s article on Google. Read on for speculation on stock price moves and thoughts about competition, click fraud, and the amount of money Google executives have made selling shares since the company’s IPO (thanks, Anthony).

Daily Links

Posted by Dan Grossman on February 9th, 2006

Interesting posts from around the web:

Web Sites Hawking Phone Records Shut Down. Gone are the days when you could quickly (and without identification) purchase a list of numbers that others had dialed on their cell phones. Many asked how these companies were able to get access to others’ call records. According […]

Vonage Files For IPO

Posted by Dan Grossman on February 8th, 2006

Vonage finally filed the paperwork for its long-rumored IPO. Stellar growth, but it’s clear from a look at the income statement that the company faces tremendous competition and, to date at least, has responded by ratcheting up its marketing budget. For the nine months ending 9/30/2005:

The company generated $174 million in revenue.
Revenue […]