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   Technology StocksGoogle - Moderated - Information and discussion Thread

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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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To: Lizzie Tudor who wrote (325)6/11/2007 12:24:15 AM
From: Lizzie Tudor
   of 348
another tremendous post on WMW about the June update- of course this guy applauds it but that I not why I am posting it, he has presented a lot of good info here.

As a publisher on the content network, I am thrilled to learn that Google finally tunes their systems towards quality. All the recent changes have one thing in common: the focus on quality. I applaud for this.

I think Google (now) sees the world differently. In the past, the value chain looked like any of this:

a) End consumer - Google Search - MFA - Google - Merchant
b) End consumer - Google Search - MFA - Google - Affiliate - Merchant
c) End consumer - Google Search - Affiliate - Merchant
d) End consumer - Adsense publisher - Google - MFA - Google - Merchant
e) End consumer - Adsense publisher - Google - MFA - Google - Affiliate - Merchant
f) End consumer - Adsense publisher - Google - Affiliate - Merchant
g) End consumer - Google search - Adsense publisher - Google - Merchant

(a and b were nuked with the Quality Score 1.0)

Current focus is c, and d-f on the Adsense side.

I guess that Google has now decided to leave the massive growth area and enter the sustainable and more solid area of quality. Only this protects their brand and secures future growth opportunities.

The new value chain looks like this:

a) End consumer - Google - Merchant
b) End consumer - Adsense publisher - Google - Merchant
c) End consumer - Google search - Adsense publisher - Google - Merchant

The rationale for this change is clear: on the Internet, there is no need for a middle man. This is even more true if you are Google who have all the resources and data to cut out the middle man altogether. In order to stay competitive, the middle man needs to be cut out as he is only grabbing money along the value chain without adding value. (And this, dear friends, is a risk for Google as the presence of a middle man clearly indicates an inefficiency of the system. As soon as someone comes along who removes the middle man, they are out of the game.)

Google don't care whether those who in the past could successfully run their tiny affiliate sites without adding anything to the user experience have trouble paying their bills now. I guess they want to see unique content around the site topic, e.g. a site selling trips to Elbonia better has unique user reviews for hotels and car rentals in Elbonia. Just slapping up a logo and the generic/unchanged GUI of a reservation engine will not be sufficient as is does not add anything to the user experience.

Again, Google - you are on the right path! Go, Google, go, go, go!

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To: Lizzie Tudor who wrote (326)6/11/2007 11:59:45 PM
From: Lizzie Tudor
   of 348
In short, Google is going after eBay's core, and it's doing it by throwing a party. My goodness.

Are you an online seller attending eBay Live! in Boston this week? If so, join us for a celebration of user choice at the Google Checkout Freedom Party on Thursday night (6/14). To get to the party, just hop on the classic Beantown trolley in front of the Boston Convention Center and follow the freedom trail to the Old South Meeting House. We’ll use the same spot where revolutionaries launched the Boston Tea Party to celebrate freedom with free food, free drinks, free live music -- even free massages. Join us and bring a friend. RSVP here.

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To: Lizzie Tudor who wrote (327)6/12/2007 12:04:23 AM
From: Lizzie Tudor
   of 348
Google Apps Premier Edition a Mixed Bag
By Cameron Sturdevant
June 11, 2007

Review: Google Apps Premier Edition is a hosted collaboration and productivity application platform that combines a customizable start page with chat, e-mail, calendaring, word processing, a spreadsheet and a simple Web page builder into a package that Google sells for $50 per user per year.

While the components worked well for us overall in our tests, we found that Google has yet to iron out all the wrinkles in its suite. For example, we had problems creating an event on the calendar from information contained in a Google Mail message.

Small and midsize companies that lack IT staff but need collaborative tools that allow shared calendaring, documents and spreadsheets, along with e-mail and chat, should put Google Apps on their evaluation shortlist.

Aside from the compelling price compared to other on-demand collaborative suites, Google Apps Mail component comes with 10GB of storage and is equipped with Google's ubiquitous search capabilities. Even these features, however, must be examined with a critical eye by business managers who want to use the suite for online collaboration.

For example, search is currently confined to individual modules and does not go across all the information that is accessible to the user. During our tests, this meant that we had to conduct separate searches in the suite's Mail and Docs and Sheets (word processor and spreadsheet) modules, rather than find what we sought in a single search. Google officials said there are no announced plans to unify search.

In order to take advantage of the optional partner-provided add-ons that are available for use with Google Apps, businesses will need some dedicated IT staff or consultant help. For instance, there's a SSO (Single Sign-On) component offered by Sxip Identity, which allowed us to integrate our Google Apps user authentication data with Microsoft's Active Directory. Special Report: Google's Global Reach

Other add-ons that enable Google Apps to integrate with existing infrastructure include CompanionLink for Google Calendar, which allows users to synchronize appointments with PDAs and smart phones running Palm, Windows Mobile, PocketPC and BlackBerry operating systems. These add-on products generally cost about $30 per user per year each and can quickly boost the cost of Google Apps beyond what Google charges for the base product.

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To: Lizzie Tudor who wrote (328)6/12/2007 12:15:37 AM
From: Lizzie Tudor
   of 348
youtube DRM in test now, apparently (ahead of schedule)

The so-called video fingerprinting tools, which identify unique attributes in the video clips, will be available for testing in about a month, a YouTube executive said.

"The technology was built with the Disney's and Time Warner's in mind," Chris Maxcy, YouTube partner development director, said, adding that, since early this year, Google has been testing audio-fingerprinting tools with record labels.

These tools will be used to identify copyrighted material, after which media companies can decide if they would like to remove the material or keep it up, as part of a revenue-sharing deal with YouTube, which can sell advertising alongside it.

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