Comments on: Google Quantifies Its Momentum http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/ Startup and Technology News Fri, 27 Nov 2009 02:28:21 -0800 hourly 1 By: adult internet station tv http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-1597162 adult internet station tv Thu, 06 Sep 2007 03:51:16 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-1597162 <strong>adult internet station tv...</strong> Techcrunch » Blog Archive » Google Quantifies Its Momentum... adult internet station tv…

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]]> By: TechCrunch en français » Conclusion: Pourquoi une bulle2.0 aurait elle lieu ? http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-329029 TechCrunch en français » Conclusion: Pourquoi une bulle2.0 aurait elle lieu ? Thu, 02 Nov 2006 15:47:34 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-329029 [...] On trouve d’une part les géants du web tels Yahoo, Google, MSN, MySpace/Fox, eBay…ces sociétés génèrent des revenus importants, en croissances ou en forte progression (sauf Yahoo dernièrement). Peut-on voir un risque de bulle arriver de ce côté ? Rien n’est impossible mais je pense que cela est improbable. Même Google en rachetant YouTube 1.6 milliards de dollars prenait 2% le jour de l’annonce ce qui équivalait à racheter YouTube pour rien. Mais une baisse substantielle des revenus pourrait fragiliser ces acteurs et tout l’écosystème internet avec lui. Ces grandes sociétés représentants le scénario de sortie le plus probable, ce serait un coup pour l’industrie si cela devait arriver. [...] [...] On trouve d’une part les géants du web tels Yahoo, Google, MSN, MySpace/Fox, eBay…ces sociétés génèrent des revenus importants, en croissances ou en forte progression (sauf Yahoo dernièrement). Peut-on voir un risque de bulle arriver de ce côté ? Rien n’est impossible mais je pense que cela est improbable. Même Google en rachetant YouTube 1.6 milliards de dollars prenait 2% le jour de l’annonce ce qui équivalait à racheter YouTube pour rien. Mais une baisse substantielle des revenus pourrait fragiliser ces acteurs et tout l’écosystème internet avec lui. Ces grandes sociétés représentants le scénario de sortie le plus probable, ce serait un coup pour l’industrie si cela devait arriver. [...]

]]> By: sufiy http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-285918 sufiy Sat, 21 Oct 2006 20:18:48 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-285918 Lets keep all media hype away and quick short covering amusement following it and check out Google's development in recent Q in order to try to understand its valuation compare to its piers. Upside now is known and everybody is on Buy side with price target 600 (+30%). Shorts are killed and short ratio is less than one day trade, no easy money for upside after yestoday short covering left, somebody has to start to buy into this story at this 460 level. First Google came with Rev 2.69 billion which is less then 2.76 which I have projected from PWC predictions of 16-18 billion online ads market in 2006 with Google Share of 40.5% of this market in Q3 (seasonal trend applied) So, first Google did not manage to increase its market share in Q3. Second, lets look at earnings GAAP ($) Q1 1.95, Q2 2.33 (+19%), Q3 2.36 (+1.3%!?) Earnings growth dramatically slowed. Third, revenues: Q1 2.25, Q2 2.46 (+9.3%), Q3 2.69 (+9.3%!?) math's precision or can I smell some cooking oil here? 44% of revenue is coming from international business. All hitfarms are located in pure "international "destinations India, China, Malaysia, Russia etc. Revenue growth is slowing with increased risk of cutting back on advertisement due to economy slowdown and click fraud awareness buy the customers. Fourth, Net cash from operations Q1 0.825 (37% of Rev), Q2 0.841 (+2% 34% of Rev), Q3 1.0 (+19% 37% of Rev) Capex Q2 0.699 (0.319 Real eastate 0.380 "normalised"), Q3 0.492 (+29%!) So Google Capex increase is really much bigger then their Rev growth 29% vs 9.3% with constant Net cash from operations at 37% Rev, Free Cash Flow is under compression. Total Free Cash Flow for nine months is 1.112. If we will project Rev growth for Google at 12% for Q4 vs 9.3% for Q3 they will make Rev Q4 3.0 (less then based on PWC and 41% of market 3.2) Net cash from operations at 37% of Rev 3.0 will be 1.1, if we apply 20% growth for NCFO in Q4 (vs +19% Q3) we will get 1.2 so lets assume NCFO will be in the middle = 1.15. What about Capex? I think it will be increasing dramatically with moving into video: broadband, storage, new blades, electricity. But if we even aply same growth to capex as to Rev +12% (they said it will be bigger then Rev growth, Q3 was +29%) Capex Q4 will be 0.551. So, Free Cash Flow in Q4 will be NCFO-CAPEX=0.6 and total FCF 2006 will be 1.712 If stock will not move from 460 we have MC=142 billion MC/FCF=83! YHOO is projecting FCF 1.35 in 2006 (lowered recently) with MC at 32 their ratio is MC/FCF=24 If the Google will manage to make even 2.8 EPS in Q4 (+19%) (do not forget annual charge for all those "to be expenced option related expences which they did not account in past Qs) GAAP 2006 will be 9.44. So with GOOG at 460 we have company with 2006 est MC/FCF=83, P/E=48.7, P/S=14.2 with slowing growth in EPS and Revenue and most important with dramatic compression in FCF. YouTube will bring dilution, much more CAPEX in Video Game and No revenue so far. What is the more reasonable valuation of Google: if we give GOOG MC/FCF=40 (69% over YHOO for leadership and "strength") MC with 1.712 FCF must be 68.5 billion with 310 million shares outstanding before YouTube diluton it is...221 share price. When MR Market will figure it out I do not know, but I am testing the water with March 2007 460 puts. http://sufiy.blogspot.com/ Lets keep all media hype away and quick short covering amusement following it and check out Google’s development in recent Q in order to try to understand its valuation compare to its piers. Upside now is known and everybody is on Buy side with price target 600 (+30%). Shorts are killed and short ratio is less than one day trade, no easy money for upside after yestoday short covering left, somebody has to start to buy into this story at this 460 level. First Google came with Rev 2.69 billion which is less then 2.76 which I have projected from PWC predictions of 16-18 billion online ads market in 2006 with Google Share of 40.5% of this market in Q3 (seasonal trend applied) So, first Google did not manage to increase its market share in Q3. Second, lets look at earnings GAAP ($) Q1 1.95, Q2 2.33 (+19%), Q3 2.36 (+1.3%!?) Earnings growth dramatically slowed. Third, revenues: Q1 2.25, Q2 2.46 (+9.3%), Q3 2.69 (+9.3%!?) math’s precision or can I smell some cooking oil here? 44% of revenue is coming from international business. All hitfarms are located in pure “international “destinations India, China, Malaysia, Russia etc. Revenue growth is slowing with increased risk of cutting back on advertisement due to economy slowdown and click fraud awareness buy the customers. Fourth, Net cash from operations Q1 0.825 (37% of Rev), Q2 0.841 (+2% 34% of Rev), Q3 1.0 (+19% 37% of Rev) Capex Q2 0.699 (0.319 Real eastate 0.380 “normalised”), Q3 0.492 (+29%!) So Google Capex increase is really much bigger then their Rev growth 29% vs 9.3% with constant Net cash from operations at 37% Rev, Free Cash Flow is under compression. Total Free Cash Flow for nine months is 1.112. If we will project Rev growth for Google at 12% for Q4 vs 9.3% for Q3 they will make Rev Q4 3.0 (less then based on PWC and 41% of market 3.2) Net cash from operations at 37% of Rev 3.0 will be 1.1, if we apply 20% growth for NCFO in Q4 (vs +19% Q3) we will get 1.2 so lets assume NCFO will be in the middle = 1.15. What about Capex? I think it will be increasing dramatically with moving into video: broadband, storage, new blades, electricity. But if we even aply same growth to capex as to Rev +12% (they said it will be bigger then Rev growth, Q3 was +29%) Capex Q4 will be 0.551. So, Free Cash Flow in Q4 will be NCFO-CAPEX=0.6 and total FCF 2006 will be 1.712 If stock will not move from 460 we have MC=142 billion MC/FCF=83! YHOO is projecting FCF 1.35 in 2006 (lowered recently) with MC at 32 their ratio is MC/FCF=24 If the Google will manage to make even 2.8 EPS in Q4 (+19%) (do not forget annual charge for all those “to be expenced option related expences which they did not account in past Qs) GAAP 2006 will be 9.44. So with GOOG at 460 we have company with 2006 est MC/FCF=83, P/E=48.7, P/S=14.2 with slowing growth in EPS and Revenue and most important with dramatic compression in FCF. YouTube will bring dilution, much more CAPEX in Video Game and No revenue so far. What is the more reasonable valuation of Google: if we give GOOG MC/FCF=40 (69% over YHOO for leadership and “strength”) MC with 1.712 FCF must be 68.5 billion with 310 million shares outstanding before YouTube diluton it is…221 share price. When MR Market will figure it out I do not know, but I am testing the water with March 2007 460 puts.

http://sufiy.blogspot.com/

]]> By: Skip Trace http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-283090 Skip Trace Fri, 20 Oct 2006 22:43:40 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-283090 I agree with previous posts that mentioned that Google is much easier for advertisers to use than Yahoo. I thought about this long ago. I think this is one of Yahoo's main ad revenue problems. I agree with previous posts that mentioned that Google is much easier for advertisers to use than Yahoo. I thought about this long ago. I think this is one of Yahoo’s main ad revenue problems.

]]> By: sufiy http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-282928 sufiy Fri, 20 Oct 2006 21:18:49 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-282928 Ok, GOOG at 460, it is time for reflection...today I have closed very nice Trade on SNDK: it was down 21% and my PUTs were flying: very perfect education case. I enter small position in the beginning of the year too early and too out of the money (after today drop even there I can break even), but let myself test the water, on recent spike I have established proper position and today thesis was developed by the market, valuation PERCEPTION was changed and stock was beaten HARD so I ended with nice profit. Why SNDK fall? They beat the Street 0.51 vs 0.49 and on revenue 2% above Street est. but they guided lower! And everybody sell them, GOOG keep silence about the outlook and the same guys who punish SNDK with $46 PT are putting on GOOG PT of $595. Look at their fundamentals in the same report: SNDK forward P/E 2006 is 30.1 est. and 2007 is 28.7 GOOG frwd P/E 2006 is 41.8 and 2007 is 30.4. One stock is down 21% and another is up 7.5%...At the moment bad story about SNDK is known, with GOOGLE with WORSE fundamentals perception is that everything is growing fast and upside is unlimited. What is very important with SNDK: there is no pricing power, competition in COMMODITY business (search is UNIQUE and RESTRICTED to Google?), lower sales (I bet due to Consumer hurt by Housing Bubble bursting and cut back of all users of SNDK on Inventory levels due to Not Rosy outlook) will they cut on chips but spend on ADs even more – hardly and we can see it already in Google financials). Before Hard Data just take a look on Rev growth q on q this q3 it was 9.3% not 10% in conference call (are they pushing figures only here?) but in q2 on q1 Rev Growth was … the same 9.3% miracle, or can I smell some cooking oil? Then we can find out that international Rev contributed 44%, where from do you think click fraud originated: China, Malaysia, Russia and other “pure international destinations”. Why do they use Non GAAP figures together with GAAP ones just for confusion, they love Buffet but he never do it. Why is there is always mysterious: “Stock-Based Compensation – In the third quarter, the total charge related to stock-based compensation was $100 million as compared to $109 million in the second quarter. For the full year, we expect stock-based compensation charges for grants to employees prior to October 1, 2006 to be $377 million. This does not include expenses to be recognized over the remainder of the year related to employee stock awards that are granted after October 1, 2006 or non-employee stock awards that have been or may be granted. We currently anticipate that dilution related to all equity grants to employees will be approximately 1% to 1.5% per year.” Why do not expense all related to the q costs of Labour in all categories of compensation? The only reason that you can play with it but at the year end you will have to charge it. But more to come in hard data posting. http://sufiy.blogspot.com/ Ok, GOOG at 460, it is time for reflection…today I have closed very nice Trade on SNDK: it was down 21% and my PUTs were flying: very perfect education case. I enter small position in the beginning of the year too early and too out of the money (after today drop even there I can break even), but let myself test the water, on recent spike I have established proper position and today thesis was developed by the market, valuation PERCEPTION was changed and stock was beaten HARD so I ended with nice profit. Why SNDK fall? They beat the Street 0.51 vs 0.49 and on revenue 2% above Street est. but they guided lower! And everybody sell them, GOOG keep silence about the outlook and the same guys who punish SNDK with $46 PT are putting on GOOG PT of $595. Look at their fundamentals in the same report: SNDK forward P/E 2006 is 30.1 est. and 2007 is 28.7 GOOG frwd P/E 2006 is 41.8 and 2007 is 30.4. One stock is down 21% and another is up 7.5%…At the moment bad story about SNDK is known, with GOOGLE with WORSE fundamentals perception is that everything is growing fast and upside is unlimited. What is very important with SNDK: there is no pricing power, competition in COMMODITY business (search is UNIQUE and RESTRICTED to Google?), lower sales (I bet due to Consumer hurt by Housing Bubble bursting and cut back of all users of SNDK on Inventory levels due to Not Rosy outlook) will they cut on chips but spend on ADs even more – hardly and we can see it already in Google financials). Before Hard Data just take a look on Rev growth q on q this q3 it was 9.3% not 10% in conference call (are they pushing figures only here?) but in q2 on q1 Rev Growth was … the same 9.3% miracle, or can I smell some cooking oil? Then we can find out that international Rev contributed 44%, where from do you think click fraud originated: China, Malaysia, Russia and other “pure international destinations”. Why do they use Non GAAP figures together with GAAP ones just for confusion, they love Buffet but he never do it. Why is there is always mysterious:
“Stock-Based Compensation – In the third quarter, the total charge related to stock-based compensation was $100 million as compared to $109 million in the second quarter.
For the full year, we expect stock-based compensation charges for grants to employees prior to October 1, 2006 to be $377 million. This does not include expenses to be recognized over the remainder of the year related to employee stock awards that are granted after October 1, 2006 or non-employee stock awards that have been or may be granted. We currently anticipate that dilution related to all equity grants to employees will be approximately 1% to 1.5% per year.”
Why do not expense all related to the q costs of Labour in all categories of compensation? The only reason that you can play with it but at the year end you will have to charge it. But more to come in hard data posting.

http://sufiy.blogspot.com/

]]> By: Ryan Burwell » Google Quantifies Its Momentum http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-282922 Ryan Burwell » Google Quantifies Its Momentum Fri, 20 Oct 2006 21:14:09 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-282922 [...] read more [...] [...] read more [...]

]]> By: Terry Xu http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-282835 Terry Xu Fri, 20 Oct 2006 20:33:11 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-282835 don't have an idea of what the numbers are about... does that mean google needs 1.6/0.073 quarters to pay back the youtube mortgage? maybe I need to redo my eco course... let me see how the avatar thing works... don’t have an idea of what the numbers are about…
does that mean google needs 1.6/0.073 quarters to pay back the youtube mortgage?

maybe I need to redo my eco course…
let me see how the avatar thing works…

]]> By: Nemrut http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-282820 Nemrut Fri, 20 Oct 2006 20:23:31 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-282820 Google vs Yahoo In my opinion there is no comparison between the two. One is leveraging it's search technology to develop products at lower cost and barrier to entry than traditional shrink-wrap, while the other is a media driven company focused on retaining eyeballs via portal content. Although one could argue that Yahoo has made progress in their search/advertising technology, they're nowhere near reaching the technical expertise and viral growth of Google's offering. Everyday more and more people are are siging up to be Adsense affiliates which in turn increases Google's market penetration. Even if none of their other products reach fruition, the triumverate Search/Adwords/Adsense model will continue to be a cash cow until somone develops superior technology. In the end, Yahoo just doesnt have an technology savvy executive team that can compete toe-to-toe with Google. If i remember correctly Terry Semel even resisted using email his first year at the helm... Google vs Yahoo

In my opinion there is no comparison between the two. One is leveraging it’s search technology to develop products at lower cost and barrier to entry than traditional shrink-wrap, while the other is a media driven company focused on retaining eyeballs via portal content.

Although one could argue that Yahoo has made progress in their search/advertising technology, they’re nowhere near reaching the technical expertise and viral growth of Google’s offering. Everyday more and more people are are siging up to be Adsense affiliates which in turn increases Google’s market penetration. Even if none of their other products reach fruition, the triumverate Search/Adwords/Adsense model will continue to be a cash cow until somone develops superior technology.

In the end, Yahoo just doesnt have an technology savvy executive team that can compete toe-to-toe with Google. If i remember correctly Terry Semel even resisted using email his first year at the helm…

]]> By: Eric Jackson http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-282596 Eric Jackson Fri, 20 Oct 2006 17:57:23 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-282596 The differences between momentum at Yahoo and Google have never been more stark than after this call. These results show that Yahoo's troubles are more the problem of internal than industry issues. Here are my suggestions of what 8 steps would help immediately turn things around at Yahoo: http://breakoutperformance.blogspot.com/2006/10/terry-semel-cause-of-yahoos-success-or.html Thanks, Eric The differences between momentum at Yahoo and Google have never been more stark than after this call. These results show that Yahoo’s troubles are more the problem of internal than industry issues.

Here are my suggestions of what 8 steps would help immediately turn things around at Yahoo: http://breakout...success-or.html

Thanks,

Eric

]]> By: Zenrob http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-282392 Zenrob Fri, 20 Oct 2006 16:50:48 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-282392 Marshall, great summary. My review of 1h 2006 puts Google at about 78% Search revenue and 22% Contextual. I'd be curious to know if that shifted in Q3 2006. http://zenrob.typepad.com/zenrob/2006/10/have_you_ever_w.html Marshall,

great summary.

My review of 1h 2006 puts Google at about 78% Search revenue and 22% Contextual. I’d be curious to know if that shifted in Q3 2006.

http://zenrob.t...you_ever_w.html

]]> By: Chris http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-281946 Chris Fri, 20 Oct 2006 13:05:25 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-281946 I dunno, I think Google is headed the wrong way in some respects. Adwords has gotten less customer friendly over time. It used to be that you could have an ad up in running in 5 minutes. Now it takes 10-12 hours, and sometimes as much as a week to get an ad approved. God forbid you mass change your target url or anything like that as you will not see the same level of traffic for months afterward. Another thing is the site relevancy. I run a product aggregator site, and Google has rated my site as low-relevancy, thus my minimum bid is $10 for a lot of terms including "shoes". I don't understand how for example Shopping.com is more relevant for the term "shoes" than my site. (other than them spending a crap-load of money with Google) Before I could compete with others for a reasonable price, but no more. So, I think Google is going through a phase similar to what Yahoo went through a few years ago. They are transitioning from the nice friendly "the web is for everyone" company to a regular style media company. This means limiting access to those who have the cash to spend. The advertising market at the high end is quite volatile, so I think Google might shoot itself in the foot if it alienates small advertisers too much. -Chris I dunno, I think Google is headed the wrong way in some respects.

Adwords has gotten less customer friendly over time. It used to be that you could have an ad up in running in 5 minutes. Now it takes 10-12 hours, and sometimes as much as a week to get an ad approved. God forbid you mass change your target url or anything like that as you will not see the same level of traffic for months afterward.

Another thing is the site relevancy. I run a product aggregator site, and Google has rated my site as low-relevancy, thus my minimum bid is $10 for a lot of terms including “shoes”. I don’t understand how for example Shopping.com is more relevant for the term “shoes” than my site. (other than them spending a crap-load of money with Google) Before I could compete with others for a reasonable price, but no more.

So, I think Google is going through a phase similar to what Yahoo went through a few years ago. They are transitioning from the nice friendly “the web is for everyone” company to a regular style media company. This means limiting access to those who have the cash to spend.

The advertising market at the high end is quite volatile, so I think Google might shoot itself in the foot if it alienates small advertisers too much.

-Chris

]]> By: Google announcement confirms what we already know… « The Zack Mansfield Blog http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-281902 Google announcement confirms what we already know… « The Zack Mansfield Blog Fri, 20 Oct 2006 12:40:07 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-281902 [...] Well, not exactly, but at least it seems that way.  Google (GOOG) announced its recent quarter’s earnings yesterday and the results were as impressive as most believed they would be.  While Yahoo has been struggling, eBay is floating along, and Microsoft is trying to figure out what their business model will be going forward, Google keeps rolling along with huge profits and the apparent drive to be the biggest and most relevant technology company in the world. [...] [...] Well, not exactly, but at least it seems that way.  Google (GOOG) announced its recent quarter’s earnings yesterday and the results were as impressive as most believed they would be.  While Yahoo has been struggling, eBay is floating along, and Microsoft is trying to figure out what their business model will be going forward, Google keeps rolling along with huge profits and the apparent drive to be the biggest and most relevant technology company in the world. [...]

]]> By: Vishal http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-281601 Vishal Fri, 20 Oct 2006 10:16:45 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-281601 "Google is going to improve fetaures". I think this is already happening, with Blogger, Feed Reader, Docs&Spreadsheets, Gmail, Google Talk, Groups and others. I will say we will see more features and will allow them to capture more market. All this diverisfication points me to only one thing. Google is the Long Tail. http://vashistvishal.blogspot.com/2006/10/is-google-long-tail.html “Google is going to improve fetaures”.
I think this is already happening, with Blogger, Feed Reader, Docs&Spreadsheets, Gmail, Google Talk, Groups and others.
I will say we will see more features and will allow them to
capture more market. All this diverisfication points me to only one thing.
Google is the Long Tail.
http://vashistv...-long-tail.html

]]> By: Rahul Pandhe http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-281284 Rahul Pandhe Fri, 20 Oct 2006 07:49:43 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-281284 What I love about Google is that its innovative and offers services that try to solve day to day issues. Its OK for a company to milk one smart idea but continue to invest in others. In many ways, Google is like Microsoft. BIG but very agile and they know to protect their turf which includes their investors and employees. For the record, I love Microsoft too. They are very innovative even if they dont get it right each time. But these companies run the risk of falling out of favour with Wallstreet due to their "more of the same" growth pattern even when they are making tonne of money. The YouTube acquisition is a prime example of Google trying to squeeze their search engine model. What I am afraid of is this: Majority of the ad-clicks Google gets, I bet, is during prime business hours. Which means people are supposed to be working at that time. This is all great for static pages with content to read but when you throw in Video in the mix, I would like to see how a boss can justify having his employees watch video at work. The Work-Life-Balance ends at reading news, research, shopping products. With video we are crossing the limits and also pushing the employers networking infrastructure due to bandwidth requirements. I am already seeing many companies prohibiting streaming video from the web. Thus Google can only pat their ego by YouTube acquisition but it would be unwise for them to bet their future direction on this acquisition. Keeping focusing on getting new dollars to keep the Wallstreet happy and the stock price inflated, everything else is a community service that must happen. What I love about Google is that its innovative and offers services that try to solve day to day issues. Its OK for a company to milk one smart idea but continue to invest in others. In many ways, Google is like Microsoft. BIG but very agile and they know to protect their turf which includes their investors and employees.
For the record, I love Microsoft too. They are very innovative even if they dont get it right each time.

But these companies run the risk of falling out of favour with Wallstreet due to their “more of the same” growth pattern even when they are making tonne of money.

The YouTube acquisition is a prime example of Google trying to squeeze their search engine model.

What I am afraid of is this:
Majority of the ad-clicks Google gets, I bet, is during prime business hours. Which means people are supposed to be working at that time. This is all great for static pages with content to read but when you throw in Video in the mix, I would like to see how a boss can justify having his employees watch video at work. The Work-Life-Balance ends at reading news, research, shopping products. With video we are crossing the limits and also pushing the employers networking infrastructure due to bandwidth requirements. I am already seeing many companies prohibiting streaming video from the web.

Thus Google can only pat their ego by YouTube acquisition but it would be unwise for them to bet their future direction on this acquisition.

Keeping focusing on getting new dollars to keep the Wallstreet happy and the stock price inflated, everything else is a community service that must happen.

]]> By: TechCrunch Japanese アーカイブ » Google、勢いを数字で示す http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-280839 TechCrunch Japanese アーカイブ » Google、勢いを数字で示す Fri, 20 Oct 2006 03:49:19 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-280839 [...] [原文へ] Google [...] [...] [原文へ] Google [...]

]]> By: Google Earnings and earnings, and more earnings! « Joe Duck http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-280793 Google Earnings and earnings, and more earnings! « Joe Duck Fri, 20 Oct 2006 03:21:55 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-280793 [...] Techcrunch [...] [...] Techcrunch [...]

]]> By: lemon obrien http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-280778 lemon obrien Fri, 20 Oct 2006 03:05:56 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-280778 google google googgle gooooooogle go gogooole gogogogggooogoogle goo gooogle...just shoot me now. google google googgle gooooooogle go gogooole gogogogggooogoogle
goo gooogle…just shoot me now.

]]> By: Life ‘n health » Blog Archive » Google Cool http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-280767 Life ‘n health » Blog Archive » Google Cool Fri, 20 Oct 2006 03:00:35 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-280767 [...] Check it out here for another cool stuff about google.. [...] [...] Check it out here for another cool stuff about google.. [...]

]]> By: Google Google Google - One Nation Under Google…. « Technically Speaking http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-280535 Google Google Google - One Nation Under Google…. « Technically Speaking Fri, 20 Oct 2006 01:00:35 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-280535 [...] Okay, have you had enough stories about Google today? Well I’m going to consolidate it for you real quick - you can read about Google’s great day and being Giddy — or you can read about Google’s momentum — or you can read about Google’s ad stuff — any way you look at it, it’s time to step aside now and talk about that next cool web site or web 2.0 biz. [...] [...] Okay, have you had enough stories about Google today? Well I’m going to consolidate it for you real quick – you can read about Google’s great day and being Giddy — or you can read about Google’s momentum — or you can read about Google’s ad stuff — any way you look at it, it’s time to step aside now and talk about that next cool web site or web 2.0 biz. [...]

]]> By: Startups.in/India http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-280460 Startups.in/India Fri, 20 Oct 2006 00:35:13 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-280460 Hope the old adage "All good things come to an end" doesn't apply to Google. "Maybe that just means we’ll see fewer new Google products." Really? Heard quite a few things on the contrary. May be just rumor mills at work :) i) Google is building a jumbo jet. ii) Google is building a next gen super computer using PCs iii) Google is building some networking device - router/switch iv) Google is building a data center to enter hosting business v) Google is working towards a new top level domain vi) Google is trying to enter ISP space viii) Google is working on something that will replace traditional telephony in every home viiii) Google is developing an operating system. ix) Google is going to buy some major company - Microsoft, Cisco, Yahoo, eBay? x) Google is .... well I'll leave it for you imagination. :) Hope the old adage “All good things come to an end” doesn’t apply to Google.

“Maybe that just means we’ll see fewer new Google products.” Really? Heard quite a few things on the contrary. May be just rumor mills at work :)

i) Google is building a jumbo jet.
ii) Google is building a next gen super computer using PCs
iii) Google is building some networking device – router/switch
iv) Google is building a data center to enter hosting business
v) Google is working towards a new top level domain
vi) Google is trying to enter ISP space
viii) Google is working on something that will replace traditional telephony in every home
viiii) Google is developing an operating system.
ix) Google is going to buy some major company – Microsoft, Cisco, Yahoo, eBay?
x) Google is …. well I’ll leave it for you imagination. :)

]]> By: Google Profit Up - Strategy Still Needs Clarification | The Last Podcast http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-280429 Google Profit Up - Strategy Still Needs Clarification | The Last Podcast Fri, 20 Oct 2006 00:25:18 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-280429 [...] Google released some very good financial figures for Q3 today. Any company that can look to its gross revenue rising 70% and profit rising 92% is probably in good shape. Marshall Kirkpatrick from TechCrunch points out an interesting fact, though: [...] [...] Google released some very good financial figures for Q3 today. Any company that can look to its gross revenue rising 70% and profit rising 92% is probably in good shape. Marshall Kirkpatrick from TechCrunch points out an interesting fact, though: [...]

]]> By: michael lambie http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-280357 michael lambie Thu, 19 Oct 2006 23:41:58 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-280357 ah, but what about the 6th factor. the real x factor. the Marissa Meyers Publicity Photo Shoots everywhere become a role model to girls in technology factor. I think putting her out there so mcuh makes GOOG more relateable to all people. The other big boys don't have any female employees on the covers of teen mags. ah, but what about the 6th factor. the real x factor. the Marissa Meyers Publicity Photo Shoots everywhere become a role model to girls in technology factor.

I think putting her out there so mcuh makes GOOG more relateable to all people. The other big boys don’t have any female employees on the covers of teen mags.

]]> By: Michael M. Jones http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-280213 Michael M. Jones Thu, 19 Oct 2006 22:41:57 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-280213 As an adwords advertiser on occasion, I can tell you that Google is much easier to work with versus Yahoo / MSN. Everything just works. As an adwords advertiser on occasion, I can tell you that Google is much easier to work with versus Yahoo / MSN. Everything just works.

]]> By: Jonathan Mendez http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-280112 Jonathan Mendez Thu, 19 Oct 2006 22:11:17 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-280112 "Google faces questions about declining ad budgets" No ones budget for search engine advertising is declining. In fact there are advertisers that are at inventory capacity with Google and need more...a lot more. Google's continued growth is all about increasing this inventory. YouTube was a no brainer. Continued market share helps too. That's the strategy...and it's working better than just about any business ever created. “Google faces questions about declining ad budgets”

No ones budget for search engine advertising is declining. In fact there are advertisers that are at inventory capacity with Google and need more…a lot more.

Google’s continued growth is all about increasing this inventory. YouTube was a no brainer. Continued market share helps too. That’s the strategy…and it’s working better than just about any business ever created.

]]> By: Eric Willis http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/comment-page-1/#comment-280092 Eric Willis Thu, 19 Oct 2006 22:04:17 +0000 http://www.techcrunch.com/2006/10/19/google-quantifies-its-momentum/#comment-280092 Mike, Say what you want about Google: their scattered product strategy or even dependence on ad revenue almost exclusively, etc. They have missed badly on things like Google Base and outside of adwords and adsense have yet to really launch another paradigm shifting product or service. However, one can not deny the success of their model and their continued growth despite declines of their competitors like Yahoo. This is an extremely profitable company that is the envy of the business world right now. Mike,

Say what you want about Google: their scattered product strategy or even dependence on ad revenue almost exclusively, etc. They have missed badly on things like Google Base and outside of adwords and adsense have yet to really launch another paradigm shifting product or service. However, one can not deny the success of their model and their continued growth despite declines of their competitors like Yahoo. This is an extremely profitable company that is the envy of the business world right now.

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