robert peck

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Analyst: E-tailers may get coal in their stockings

A Bear Stearns analyst argues that e-tailers will be under pressure as consumers slow spending. Bear Stearns analyst Robert Peck said in a research note Friday that e-commerce warning signals abound. "The season is clearly being impacted by the general consumer pullback, with concerns on oil, housing,...

Tags: Growth, Online Retail Company, Retail Company, Robert Peck, Amazon.com Inc., E-business/E-Commerce, Retail, Internet, Larry Dignan

Blog posts 2007-12-14

Should Yahoo outsource search to Google?

As Yahoo CEO Jerry Yang cooks up the company's strategic plan one piece of speculation increasingly pops up as an option: Yahoo outsourcing search to Google. Strategically, it's tough to picture Yahoo all recent posts following through on this idea. Financially, it may work. What ultimately happens remains to...

Tags: Google Inc., Yahoo! Inc., Outsource, Robert Peck, Larry Dignan

Blog posts 2007-09-04

Yahoo pays first installment on its 100 day plan

Yahoo reorganized its sales team as president Sue Decker shook up the ranks, shuffled managers and said farewell to Greg Coleman as head of global sales. The big picture: This move is really just a down payment on what will be CEO Jerry Yang's new strategy due in...

Tags: Social Networking, Jerry Yang, Advertisement, Yahoo! Inc., Robert Peck, PaidContent, Larry Dignan

Blog posts 2007-08-30

How will Yahoo address social networking?

The due date for Yahoo CEO Jerry Yang's strategic plan isn't here yet, but that hasn't stopped the handicapping. Bear Stearns analyst Robert Peck has a 22 page report addresses Yahoo's options. His conclusions: Yahoo will have to address its social networking strategy since Comscore reckons that social sites (think...

Tags: Yahoo, Web Technology, Social networking, MySpace, General, Facebook

Blog posts 2007-08-01

Will Google's new algorithm coin more money?

Bear Stearns analyst Robert Peck says Googles new AdWords algorithm that changes quality scores could boost the companys first quarter revenue. Why? The biggest change with the quality scores, a topic covered for a while by Donna Bogatin, is that lower...

Tags: Web Technology, Google, General

Blog posts 2007-02-16

Additional Resources

Yahoo's 100-day review: A lot of cards shown already

Yahoo's 100-day strategic review is now in its 84th day and when the details do emerge chances are the plan will be anticlimactic. Why? Yahoo's telegraphed its plans via a bevy of moves since CEO Jerry Yang mentioned his review that promised a "fresh look" at the company....

Tags: Card, Yahoo! Inc., Zimbra, Microsoft Corp., Wall Street, Social Networking, Mergers & Acquisitions, E-mail, Outsourcing, Corporate Law, Online Communications, Marketing, Advertising & Promotion, Investment, Finance, It Operations, Business Operations, Outsourcing & Subcontracting, Larry Dignan

Blog posts 2007-10-08

A real bidding war: Google's price target

Six hundred and fifty dollars! Can I get $650? How about $700? Here comes $700. Who's next? An auction? Nope, just Wall Street analysts tripping over themselves to raise the price target for Google shares. Since the odds of $700 a Google a share are probable that means...

Tags: Google Inc., Search, Larry Dignan

Blog posts 2007-10-05

Encyclopedia of American Cinema. FREE first chapter in the trial version (Mobile)

This illustrated Encyclopedia includes biographies of the best American directors and actors, reviews of the best American movies, and lists of awards. FREE first chapter in the trial version.Features Fully illustrated. Search for words or phrases. Navigate from Table of Contents or read page by page Add Bookmarks Text annotation...

Tags: Cinema, Mobile, Biology, Director, MobileReference, American

Software downloads 2007-09-27

Pondering Google 2.0: How will it get to $100 billion in revenue?

Google is projected by Wall Street to have annual revenue of $15.7 billion in 2008 and $19 billion in 2009. But the ambitions are higher--more like $100 billion in annual revenue. The big question: How will Google get there? That question is being addressed in a report by Stephen...

Tags: Revenue, Google Inc., Idea, Math, Mathematics, Microsoft Corp., Cisco Systems Inc., eBay Inc., Stephen Arnold, Bigtable, Operational Accounting, Finance, Larry Dignan

Blog posts 2007-09-26

Will Amazon see Christmas in July?

Amazon's second quarter earnings on Tuesday will go a long way to determining whether the company is viewed as a retailer or an e-commerce platform much like eBay.Thus far, the e-commerce platform camp seems to be winning. Amazon is expected to report second quarter earnings of 15 cents a share...

Tags: Web Technology, General, E-commerce, Amazon

Blog posts 2007-07-23

Amazon mum on EC2, S3 spending

While Amazon delivered a blow-out quarter it remains quiet about detailing how much it is spending on the fast-growing EC2 and S3 Web services. On the first quarter earnings conference call, Bear Stearns analyst Robert Peck tried to pin down Amazon AMZN executives on...

Tags: Utility computing, Amazon, Web Technology, General, Enterprise 2.0

Blog posts 2007-04-25

Search scorecard: Google dominates, MSN up, Ask down

For those of you keeping score at home Googles search market share continues to be dominant but the share gains appear to be slowing. MSN is creeping up and Ask is off the pace a bit. All that scorekeeping comes from Wall...

Tags: General, Web Technology, Google, Microsoft, Search, Yahoo

Blog posts 2007-02-21

What Google didn't say: Q3 analyst questions left unanswered

Google is feeling especially cocky today and who can blame “everyone’s favorite garage band”? Google CEO Eric Schmidt had the pleasure of announcing one-of-a-kind financial results to Wall Street in its Q3 earnings report conference call this afternoon; See “Is Google unstoppable? Q3 record performance defies market conditions.”The market and...

Tags: Google Inc., stock, Eric Schmidt

Blog posts 2006-10-19

News Flash: 'Google's search market share dips full percentage point'

Bear Stearns & Co. Inc. analyst Robert Peck is warning investors that Google may be at a "topping point," according to Market Watch reports.In a note to clients Friday, Peck forewarned:We think the loss in domestic market share could signal a topping point for Google. We do not expect Google's...

Tags: Google Inc.

Blog posts 2006-08-19