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- The state of Internet TV: Consumers may pay for content; Aggregators win
- Bernstein's annual consumer survey reveals that folks may be interested in cutting their cable connection for sites like Hulu, but are unlikely to make the move. Meanwhile, consumers may even pay up for professional content. Those takeaways were the high level items in a report from Bernstein...
- Blog posts 2009-06-10
- The cure for YouTube's ills: Charge for uploads
- Business models that revolve around "free" are never free since someone always foots the bill. Meanwhile, far more companies think they have more growth and scale to lower costs than they actually do. YouTube may be one of those companies that merely thinks it has the scale to eventually make...
- Blog posts 2009-06-01
- eBay power sellers: Amazon is kicking eBay's tail
- Three eBay power sellers are painting a mixed picture at best for the auction site and note that the recession and Amazon are thumping the company. These power sellers, Skip McGrath, an eBay Gold PowerSeller; Steve Lindhorst is a former eBay University instructor; and Ron Saxton, whose...
- Blog posts 2009-04-06
- Google, Microsoft, Yahoo as Ford, GM and Chrysler
- Could Google, Microsoft and Yahoo be the equivalent of Ford, GM and Chrysler more than 60 years ago? That thought provoking question was raised by Bernstein analyst Jeffrey Lindsay, who cooks up weekend missives designed to make you go hmmm. The argument is an interesting one. Lindsay...
- Blog posts 2008-12-22
- Handicapping cloud computing: The big picture
- Cloud computing isn't going to dominate the tech landscape, but will raise a ruckus for software vendors. Google and Amazon will be cloud computing winners, but the spoils will be relatively small. And there's a race to deliver a cloud developer stack for both consumers and enterprise customers. ...
- Blog posts 2008-12-12
- Microsoft: The top 5 risks; Will it cut 2009 outlook as PC market stumbles?
- The worries about Microsoft's fiscal second quarter and fiscal 2009 are starting to pile up. While Microsoft is viewed as one of those recession resistant companies--no company is recession proof--the headwinds to the software giant's quarter are becoming clear. On Thursday, Morgan Stanley analyst Adam Holt lowered...
- Blog posts 2008-12-11
Additional Resources
- A spirited defense of the Google Book Search settlement
- You've heard Google's case for digitizing out-of-copyright books and its settlement with publishers and authors. And you've heard the opposition from the newly formed Open Book Alliance. The most spirited take on the out-of-copyright book issue may have come from Bernstein analyst Jeffrey Lindsay. by Larry Dignan
- Blog posts 2009-08-31
- Google moves to show YouTube has 'a very credible business model'
- Google on its second quarter earnings call went out of its way to say it was pleased with YouTube's "trajectory" and indicated that the company would make money on the video site. The motive: Combat a bevy of worries about YouTube's profit potential. YouTube monetization has become...
- Blog posts 2009-07-17
- Amazon vs. tax happy states: E-tailer could nuke Associates program and still win
- Updated: Amazon is in a high-profile tax showdown with states over its Associates referral program and is likely to come out a winner either way. Amazon has pulled its Associates program, which allows Web site operators to drive sales to the e-tailer in exchange for commissions of...
- Blog posts 2009-06-30
- Email of the day: How should I respond?
- Time for a little group participation. Earlier this month I detailed Bernstein analyst Jeffrey Lindsay's theory that YouTube could make money by charging for uploads. The general idea was to make YouTube more professionals. I received a few emails about the concept, but this one has me...
- Blog posts 2009-06-15
- Google's MySpace payments: just one more year to go
- Assuming MySpace meets its page view requirements, Google writes a $75 million check to News Corp. every quarter as part of a multi-year, $900 million AdSense deal the two hammered a few years ago. In a post today, TechCrunch's Michael Arrington detailed the payment schedule in the...
- Blog posts 2009-05-14
- Analyst: Google will start walking away from bad AdSense deals like MySpace
- Are the days of silly AdSense deals with the likes of MySpace and AOL over for Google? Bernstein analyst Jeffrey Lindsay seems to think so. The analyst upped his price target to $600 for Google shares on the theory that the economy is rebounding and the search giant's revenue per...
- Blog posts 2009-05-08
- Yahoo analysts play deal or no deal on Microsoft search pact
- Yahoo's first quarter earnings conference call was a humdinger---and possibly designed that way. Everyone knew Yahoo's quarter would be so-so at best Techmeme. And everyone knew attention would be focused on potentially outsourcing search to Microsoft. Yahoo CEO Carol Bartz did quite a dance. She hinted that...
- Blog posts 2009-04-22
- Google first quarter earnings on deck: What to watch
- Google's first quarter is expected to be roughly in line with expectations and some analysts say Wall Street may be too pessimistic about the search giant's financial results. Google reports earnings on Thursday and as usual will be closely watched. Wall Street is expecting Google to report...
- Blog posts 2009-04-15
- Twitter: A fine 'pre-business' but un-monetizable and a deadly acquisition target
- Dear Google, Yahoo and any other potential buyer of Twitter. Bernstein analyst Jeffrey Lindsay says it's a bad idea. A really bad idea. In a research note, Lindsay delivers an interesting history lesson of Internet "pre-businesses." You know the ones: The companies with large user bases, a...
- Blog posts 2009-03-16
- Amazon's Kindle 2: 5 burning questions
- Amazon unveiled its Kindle 2 in New York Monday and the device looks impressive, but may not enough to inspire gadget lust in a down economy. Meanwhile, Amazon's press conference was a bit of a let-down since Kindle 2 is really just an iteration of the company's first e-book. ...
- Blog posts 2009-02-09
- Google's search juggernaut: Recession resistant after all
- Numbers don't lie. And Google's numbers are indicating that the company's search business is holding up much better than expected amid a recession. Google reported fourth quarter pro forma earnings of $5.10 a share on net revenue of $4.22 billion (statement, Sam Diaz's take, Techmeme). Google did...
- Blog posts 2009-01-23
- Yahoo confirms Bartz in charge; Can she save Yahoo?
- Yahoo has confirmed that Carol Bartz is its new CEO. Now the real fun begins: Turning around Yahoo amid a horrid economy and deciding whether to do a search deal with Microsoft. But first Bartz will need a No. 2 as Yahoo president Sue Decker will resign. ...
- Blog posts 2009-01-13
- Cloud computing: Think collective, not zero sum
- To date cloud computing and its offshoots have been described in zero sum terms: Amazon's storage system over another vendor; Salesforce.com's platform over Siebel; IBM's cloud over HP's. The reality is likely to be much more democratic. That's the big takeaway from a Briefings Direct panel hosted...
- Blog posts 2008-12-16
- Yahoo: Pondering Yang's replacement; The next move
- Now that Yahoo CEO Jerry Yang is out, the handicapping begins. Who will be Yang's replacement and what will that choice reveal about Yahoo's future? The story line Techmeme revolving around Yang's departure is familiar. Yang took over the company at the second worst time in Yahoo's...
- Blog posts 2008-11-18
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