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Commented Dec 24, 2009 on Yahoo: Jeff Weiner to Run "Audience Group"? at Internet Outsider
Yahoo: Jeff Weiner to Run "Audience Group"?
Valleywag says so. If so, this would likely mean that the company's vaunted external search failed to attract a strong enough candidate. Given this (reported) outcome, Semel should have avoided several months of purgatory and named Jeff to the post several months ago. Now, Jeff will have to s...
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Commented Dec 24, 2009 on Yahoo: Jeff Weiner to Run "Audience Group"? at Internet Outsider
Yahoo: Jeff Weiner to Run "Audience Group"?
Valleywag says so. If so, this would likely mean that the company's vaunted external search failed to attract a strong enough candidate. Given this (reported) outcome, Semel should have avoided several months of purgatory and named Jeff to the post several months ago. Now, Jeff will have to s...
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Commented Dec 24, 2009 on Yahoo: Jeff Weiner to Run "Audience Group"? at Internet Outsider
Yahoo: Jeff Weiner to Run "Audience Group"?
Valleywag says so. If so, this would likely mean that the company's vaunted external search failed to attract a strong enough candidate. Given this (reported) outcome, Semel should have avoided several months of purgatory and named Jeff to the post several months ago. Now, Jeff will have to s...
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Commented Dec 24, 2009 on Yahoo: Jeff Weiner to Run "Audience Group"? at Internet Outsider
Yahoo: Jeff Weiner to Run "Audience Group"?
Valleywag says so. If so, this would likely mean that the company's vaunted external search failed to attract a strong enough candidate. Given this (reported) outcome, Semel should have avoided several months of purgatory and named Jeff to the post several months ago. Now, Jeff will have to s...
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Commented Dec 24, 2009 on Yahoo: Jeff Weiner to Run "Audience Group"? at Internet Outsider
Yahoo: Jeff Weiner to Run "Audience Group"?
Valleywag says so. If so, this would likely mean that the company's vaunted external search failed to attract a strong enough candidate. Given this (reported) outcome, Semel should have avoided several months of purgatory and named Jeff to the post several months ago. Now, Jeff will have to s...
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Commented Dec 24, 2009 on Who Will Get Blessing/Curse of "Best Company of the Year"? at Internet Outsider
Who Will Get Blessing/Curse of "Best Company of the Year"?
Watchmojo wonders which lucky entrant will be chosen as the "Best Internet Company of the Year." As with Time's "Person of the Year," earning this distinction isn't always a blessing: Some previous winners (Google, Cisco...) have gone on to greatness. Others (Netscape, Altavista) have just gon...
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Commented Dec 3, 2009 on So...YouTube's Toast? at Internet Outsider
So...YouTube's Toast?
Some traditional content companies finally got their act together and announced a communal video distribution site. So is YouTube toast? No. How is it not toast? Let us count the ways. First, there's the smart point that Fortune's Adam Lashinsky makes in his piece today: Hobbling YouTube wo...
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Commented Dec 3, 2009 on So...YouTube's Toast? at Internet Outsider
So...YouTube's Toast?
Some traditional content companies finally got their act together and announced a communal video distribution site. So is YouTube toast? No. How is it not toast? Let us count the ways. First, there's the smart point that Fortune's Adam Lashinsky makes in his piece today: Hobbling YouTube wo...
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Commented Dec 3, 2009 on Will Radio, TV, and Print Save Google's Growth Rate? No. at Internet Outsider
Will Radio, TV, and Print Save Google's Growth Rate? No.
To hear people talk about Google's moves into offline media, you would think the company is on the verge of capturing all the profit in the media industry. It isn't. And not just because Google's success in its offline efforts is far from guaranteed. The important point is that Google's radio...
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Commented Dec 3, 2009 on Will Radio, TV, and Print Save Google's Growth Rate? No. at Internet Outsider
Will Radio, TV, and Print Save Google's Growth Rate? No.
To hear people talk about Google's moves into offline media, you would think the company is on the verge of capturing all the profit in the media industry. It isn't. And not just because Google's success in its offline efforts is far from guaranteed. The important point is that Google's radio...
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Commented Dec 3, 2009 on Where I've Gone... at Internet Outsider
Where I've Gone...
Apologies for the light posting of late. Have been spending most of my time on Silicon Alley Insider. Should be back to more frequency here soon, but please feel free to check out SAI (www.alleyinsider.com). Thanks. Henry
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Commented Oct 18, 2009 on No Gambling Online! Just Everywhere Else at Internet Outsider
No Gambling Online! Just Everywhere Else
The WSJ on the destruction of the former online gambling giant, BetonSports, as well as the Houdini-act of its fugitive founder, Gary Kaplan, whose whereabouts are "unknown." Based on some of the details in the story--the machine-gunning of a computer terminal after the company lost big on a ...
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Commented Oct 18, 2009 on Market Crash = End of Web 2.0? at Internet Outsider
Market Crash = End of Web 2.0?
Probably not, but it's worth considering. Using cyclically adjusted valuation measures (those that take into account today's record-high profit margins), the U.S. stock market has been overvalued for years. The Internet sector is not particularly stretched, especially not relative to the mul...
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Commented Oct 18, 2009 on Market Crash = End of Web 2.0? at Internet Outsider
Market Crash = End of Web 2.0?
Probably not, but it's worth considering. Using cyclically adjusted valuation measures (those that take into account today's record-high profit margins), the U.S. stock market has been overvalued for years. The Internet sector is not particularly stretched, especially not relative to the mul...
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Commented Oct 18, 2009 on Market Crash = End of Web 2.0? at Internet Outsider
Market Crash = End of Web 2.0?
Probably not, but it's worth considering. Using cyclically adjusted valuation measures (those that take into account today's record-high profit margins), the U.S. stock market has been overvalued for years. The Internet sector is not particularly stretched, especially not relative to the mul...
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Commented Oct 17, 2009 on M&A in the Digital Ad Sector is Smoking Hot; Here's Your Handy Future-Take-Out List at Internet Outsider
M&A in the Digital Ad Sector is Smoking Hot; Here's Your Handy Future-Take-Out List
Jason Jones: The digital advertising industry consolidation continues. Interestingly, most of the acquisitions have been cash deals. Why aren't the big guys using their pricey stocks? Maybe the acquirees have negotiating leverage. (Or maybe the acquirors are hallucinating that their stocks a...
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Commented Oct 17, 2009 on M&A in the Digital Ad Sector is Smoking Hot; Here's Your Handy Future-Take-Out List at Internet Outsider
M&A in the Digital Ad Sector is Smoking Hot; Here's Your Handy Future-Take-Out List
Jason Jones: The digital advertising industry consolidation continues. Interestingly, most of the acquisitions have been cash deals. Why aren't the big guys using their pricey stocks? Maybe the acquirees have negotiating leverage. (Or maybe the acquirors are hallucinating that their stocks a...
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Commented Oct 17, 2009 on Instant Gratification: Microsoft Buys aQuantive at Internet Outsider
Instant Gratification: Microsoft Buys aQuantive
Always nice to make a good call, and Jason Jones made a great one yesterday--that aQuantive would be one of the next digital advertising companies to go in the panicked land-grab of the web elephants. Even Jason probably didn't imagine that he'd be so right so soon, but we're proud of him. Sic...
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Commented Oct 17, 2009 on Instant Gratification: Microsoft Buys aQuantive at Internet Outsider
Instant Gratification: Microsoft Buys aQuantive
Always nice to make a good call, and Jason Jones made a great one yesterday--that aQuantive would be one of the next digital advertising companies to go in the panicked land-grab of the web elephants. Even Jason probably didn't imagine that he'd be so right so soon, but we're proud of him. Sic...
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Commented Oct 17, 2009 on Oxygen Tries CPR on eBay's Ad Exchange at Internet Outsider
Oxygen Tries CPR on eBay's Ad Exchange
eBay's much-ridiculed online advertising exchange is not quite dead yet, according to the WSJ. The exchange, which was dissed at release and recently rejected by the Cable Television Advertising Bureau, has recently attracted Oxygen Media as a participant, and Microsoft is apparently consideri...
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Commented Oct 17, 2009 on Oxygen Tries CPR on eBay's Ad Exchange at Internet Outsider
Oxygen Tries CPR on eBay's Ad Exchange
eBay's much-ridiculed online advertising exchange is not quite dead yet, according to the WSJ. The exchange, which was dissed at release and recently rejected by the Cable Television Advertising Bureau, has recently attracted Oxygen Media as a participant, and Microsoft is apparently consideri...
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Commented Oct 17, 2009 on What Went Wrong At Backfence? at Internet Outsider
What Went Wrong At Backfence?
Mark Potts knows, but won't say. Or more accurately, the cofounder of the community website network, which burnt $3 million in less than two years before folding this summer, won't give up the good stuff. He's citing "private business matters involved that we've chosen not to discuss." Yet he's h...
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Commented Oct 17, 2009 on What Went Wrong At Backfence? at Internet Outsider
What Went Wrong At Backfence?
Mark Potts knows, but won't say. Or more accurately, the cofounder of the community website network, which burnt $3 million in less than two years before folding this summer, won't give up the good stuff. He's citing "private business matters involved that we've chosen not to discuss." Yet he's h...
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Commented Oct 17, 2009 on The Great Advertising Share Shift: Google Sucks Life Out Of Old Media at Internet Outsider
The Great Advertising Share Shift: Google Sucks Life Out Of Old Media
[From Silicon Alley Insider] Everyone talks about advertising dollars shifting online, but when you're fighting all day in the trenches it's tough to get a handle on what this really means. Here's what it means: US advertising revenue at 4 big online media companies--Google (GOOG), Yahoo (YHOO...
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Commented Oct 17, 2009 on The Great Advertising Share Shift: Google Sucks Life Out Of Old Media at Internet Outsider
The Great Advertising Share Shift: Google Sucks Life Out Of Old Media
[From Silicon Alley Insider] Everyone talks about advertising dollars shifting online, but when you're fighting all day in the trenches it's tough to get a handle on what this really means. Here's what it means: US advertising revenue at 4 big online media companies--Google (GOOG), Yahoo (YHOO...
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