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   Technology StocksGoogle - Moderated - Information and discussion Thread

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To: Paul Chiu who wrote (315)5/3/2007 6:12:32 PM
From: TimF
   of 348
Subject 53541

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From: Sr K5/15/2007 2:58:23 PM
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'Backdating' lawsuits go nowhere, for a reason
Commentary: Novellus suit, like earlier one against Xilinx, is dismissed

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From: Sr K5/27/2007 8:59:41 PM
   of 348
In Fierce Competition, Google Finds Novel Ways to Feed Hiring Machine

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To: KeepItSimple who wrote (309)5/27/2007 9:01:37 PM
From: Sr K
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That's how Grey Goose was marketed.

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From: Sr K5/30/2007 9:17:25 PM
   of 348
OT but related to Google:

First and Long — Very Long
Published: June 3, 2007

Bill Hambrecht is a rich old Wall Street guy who has made his money tilting at windmills and disrupting the establishment. “That’s what I do,” he says. “It’s fun.” Almost a decade ago, at 62, he founded WR Hambrecht + Company, whose fundamental premise is that companies don’t need to use Wall Street investment bankers — and pay their outrageous fees — to go public. Hambrecht + Company has since become so threatening to traditional underwriters that they often refuse to be involved in any I.P.O. in which his firm takes part.

And now, at an age when most people are well into retirement, he has decided to tackle the establishment again. This time, though, the establishment isn’t Wall Street. It’s the National Football League. Bill Hambrecht, you see, is starting up a professional football league. So far, he and his partner, Tim Armstrong, a senior executive at Google, have pledged $2 million each. They’ve hired a C.E.O. and a C.O.O., both of whom cut their teeth at the National Basketball Association. They’ve got a name: the United Football League. And they’ve lined up a wealthy, well-known businessman as their first owner: Mark Cuban, the billionaire who owns the N.B.A.’s Dallas Mavericks. Like Hambrecht, Cuban loves nothing more than confronting the status quo.

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To: Sr K who wrote (320)5/31/2007 12:18:10 AM
From: Lizzie Tudor
   of 348

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To: Lizzie Tudor who wrote (321)6/9/2007 10:48:25 AM
From: Lizzie Tudor
   of 348
I haven't posted on a goog board for a while- I didn't have a GOOG thread bookmarked other than Pauls thread which is not really fundamental, I looked up the GOOG threads and there are about 20. Not sure if people still read this one.

Anyway, GOOG made some changes on June 1 which is affecting click throughs and MFA sites and arbitrage. They are trying to shut down 3rd party sites I think, those sites that used to show up in SERPs for blind queries like "shoes" that had nothing but ads on them.

From WMW:
Based on the first three days of June, I am seriously disappointed. I know it's still early in the month, and with three weak days at its beginning it will probably catch up, but unless a miracle happens, I'm still on track for a bad month.

- EPC is worst since September 2005 (!)
- CPM is slightly better than previous months, but down about 20% compared to last year
- CTR is close to record high (June 2006)
- Site targeted ads ("CPM ads") are close to zero

Let's see how it develops.

#:3358179 4:50 pm on June 4, 2007 (utc 0)

CPM is down slightly, but eCPM is up about $4.00 to a level I haven't seen since the good ol' days of the Big Daddy rollout.

Only 4 days into it, June is looking like the best month since last Fall.

#:3358269 6:13 pm on June 4, 2007 (utc 0)

I think the main indicator to monitor is your earnings per click EPC over a longer period than just few days.

Good point, that too if you have multiple sites then study only the high traffic site, since the traffic changes can affect the EPC as well, across multiple sites it is difficult to understand.

#:3358561 12:24 am on June 5, 2007 (utc 0)

My earnings have been higher than ever before. I have a very small site and last month I earned around $20(really small site lol), so far this month I've earned over $15. I'm getting about 5x more clicks each day than normal, so whatever Google changed I'm very happy about it.

#:3358996 11:32 am on June 5, 2007 (utc 0)

I don't know so far about June (I gave up checking my stats everyday a long time ago).

But for May my income doubled. Same traffic but click value doubled therefore income doubled.

Obviously I'm very happy but why has this happened but I'm cautious and thinking that it might be just a short term thing.

Any ideas or anyone else seen a big increase in the value of their clicks from 1st May onwards?

[edited by: Calculus at 11:32 am (utc) on June 5, 2007]

#:3359007 12:16 pm on June 5, 2007 (utc 0)

No but from june the first its gone up markedly!

#:3359144 2:28 pm on June 5, 2007 (utc 0)

My earnings have increased by 25-30% since the end of May. Also, pages that produced 3 cent clicks are now producing 10 cent clicks, though I don't know if I can chalk that up to the MFA shakeup.

#:3360783 4:26 am on June 7, 2007 (utc 0)

Seeing a nice increase in EPC since start of June. Back to last years levelsafter being dismal from the start of 2007.


#:3361806 5:09 am on June 8, 2007 (utc 0)

CTR, eCPM and ACP (average click price) all up 20%

Same traffic volume as May.

Means I'll get a normal check in the summer and a larger one in the fall. (usually I have a 20% dip)

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To: KeepItSimple who wrote (306)6/9/2007 3:35:29 PM
From: Lizzie Tudor
   of 348
Looks like GOOG was trading at 460 when they made that call.

Barrons really sucks.

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To: Lizzie Tudor who wrote (322)6/9/2007 11:58:43 PM
From: Lizzie Tudor
   of 348
Is Apple About to Bundle the Google Webtop Into Every Mac?

iMagination 2:00am
Originally uploaded by light blue2006
With a big Apple (AAPL) developers' conference coming up next week, the guessing game is on as to what significant announcements, if any, Steve Jobs might make at it. One intriguing possibility has to do with fixing Apple's lackluster .Mac offerrings, the mail, storage, and other Web-based services it offers for $100 a year. Or rather, scrapping it altogether.

One prediction is that Apple is going to announce a deal to bundle in Google's Webtop products (gmail, Google Docs and Spreadsheets,Google Calendar, etc.) into upcoming Macs. At least that's what Fred Vogelstein thinks, based on recent hints from Eric Schmidt and Steve Jobs:

"We're a perfect back end to the problems that they're trying to solve," Schmidt told me. "They have very good judgment on user interface and people. But they don't have this supercomputer (that Google has), which is the data centers. What they have is a manufacturing business that's doing quite well."

Jobs' response to .Mac's whithered state? In response to a question last week he actually agreed, adding "stay tuned."

The question is whether Apple will be merely bundling in existing Google products which are already freely availble to any Mac or PC user, or whether Apple customers will get their own special flavor of Google apps.

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To: Lizzie Tudor who wrote (324)6/10/2007 8:07:16 PM
From: Lizzie Tudor
   of 348
interesting patent

Another social and interactive television application that is lacking with conventional interactive television systems is the ability to dynamically link a viewer with an ad hoc social peer community (e.g., a discussion group, chat room, etc.) in real-time. Imagine that you are watching the latest episode of “Friends” on television and discover that the character “Monica” is pregnant.

You want to chat, comment or read other viewers’ responses to the scene in real-time. One option would be to log on your computer, type in the name of “Friends” or other related terms into a search engine, and perform a search to find a discussion group on “Friends.”

Such required action by the viewer, however, would diminish the passive experience offered by mass media and would not enable the viewer to dynamically interact (e.g., comment, chat, etc.) with other viewers who are watching the program at the same time.

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