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Kartal Yıldırım
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From an investment standpoint, there are two public analytics companies - Omniture (OMTR) and WebSideStory (WSSI)
Commented Jul 10, 2010 on Omniture, WebSideStory, and Google Analytics: Going Gangbusters at Internet Outsider
Omniture, WebSideStory, and Google Analytics: Going Gangbusters
Jason Jones: Google launched its latest version of Google Analytics yesterday, so it's time to revisit the web analytics space, a category seeing tremendous growth as web sites get more sophisticated. Google's Analytics evangelist, Avinash Kaushik, breaks down the different offerings in "Web An...
Guest analyst Jason Jones weighs in on Yahoo/Right Media, the new VUDU box, and Amazon's S3 (the business that everyone's now prematurely salivating about):
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Commented Jul 10, 2010 on Jason Jones on Yahoo/Right Media, VUDU, Amazon at Internet Outsider
Jason Jones on Yahoo/Right Media, VUDU, Amazon
Guest analyst Jason Jones weighs in on Yahoo/Right Media, the new VUDU box, and Amazon's S3 (the business that everyone's now prematurely salivating about): Yahoo/Right Media: It seems to me like a lot of money to pay for a very young company that passes 90% of its revenue onto to its publisher...
It's hard to argue with his logic. The number of advertisers is diminishing as mortgage originators, brokers and affiliated businesses fold their tents.
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Commented Jul 10, 2010 on Google Not "Immune" to Mortgage Crisis at Internet Outsider
Google Not "Immune" to Mortgage Crisis
From Silicon Alley Insider: We worrywarts are getting some company. Barron's Mark Veverka rounds up a few opinions on Google's exposure to the mortgage crisis, one of whom offers the sound supply/demand logic that the "Google is immune" crowd usually breezes right past: [The argument that Googl...
Sick of forever being outbid and then having to mumble about "expensive" amid the Google-Yahoo celebrations, Microsoft made a preemptive offer on this one. At 2% of Microsoft's market value
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Commented Jul 10, 2010 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...
So it's time one of the big ad networks started compensating publishers on a CPM basis in addition to a CPC basis.
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Commented Jul 10, 2010 on One Way for Microsoft to Kill Google at Internet Outsider
One Way for Microsoft to Kill Google
Okay, not kill Google, and, really, barely even scratch it, but at least a way to make publishers happy and claw back some market share. As Douglas McIntyre points out on www.24Wallst.com, one flaw (for publishers) in Google's advertising programs is that publishers receive no compensation for ...
Summary. We continue to believe that we may be in the first stages of a cyclical downturn for advertising and the Internet sector--one that will affect not only start-ups and second-tier players but majors like Google (GOOG), Yahoo (YHOO), AOL, et al.
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Commented Jul 10, 2010 on Internet Recession Watch: Google Sees Ad Cutbacks at Internet Outsider
Internet Recession Watch: Google Sees Ad Cutbacks
New Item 9/21: Google reports anecdotal advertiser cutbacks from mortgage crisis (though not on Google). This is the first acknowledgment by a major media company that some advertisers are cutting back. Earlier this week, CBS and Viacom said they had seen no signs of cutbacks. Timeline of data...
Successful success are hesitant because everyone suspected,
Around the time that this person Writing in Action! And you?
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Commented Jul 10, 2010 on How Mortgage Collapse Could Wallop GOOG, YHOO, RATE, et al at Internet Outsider
How Mortgage Collapse Could Wallop GOOG, YHOO, RATE, et al
From Silicon Alley Insider: We believe most analysts are severely underestimating the impact the mortgage collapse could have on online advertising spending. The same trends that are hurting mortgage companies will likely weaken spending by other financial services and housing-market-related c...
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