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   Technology StocksGoogle - Moderated - Information and discussion Thread

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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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To: Lizzie Tudor who wrote (329)6/12/2007 4:03:24 PM
From: Lizzie Tudor
   of 348
interesting effort to improve adsense for advertisers:

Google Does Site Specific Performance, One Step Closer...
This may not strike the world as big news, but in the ad world, it's important: Google today announced "Content Placement Reports". Sounds boring, but stay with me here. (No links available for this yet, will update...)

What is it? From the announcement: In an ongoing effort to provide more transparency to advertisers, Google announced today the availability of a new AdWords report, called a Placement Performance report, which enables advertisers to see the exact sites on the Google content network where their ads appear. Placement Performance reports also provide site-by-site performance metrics – including domain, URL, impression, click, conversion and cost data – as well as aggregated metrics for traffic generated from AdSense for domain sites. With these reports, advertisers have much more visibility into their contextually targeted advertising spend and are able to leverage the information to more effectively optimize their campaigns and meet their objectives. Designed in response to advertisers' requests, Placement Performance reports offer advertisers both increased transparency and greater control over their contextual advertising, which ultimately leads to more relevant ads for users.

In short, Google is dealing with what is known as the "blind network problem" - advertisers pour money into AdSense, and they get a sense of how the campaign performed in aggregate, but they have no idea which sites did great, and which sites did poorly, or often, even which sites they ended up on (unless they specified via the relatively new site specific buys on AdSense.)

This new set of reporting addresses this issue, allowing advertisers to determine where their campaigns are doing best, and then they can optimize accordingly. It's a major step for Google, and it solidifies the company as the player to beat in third party ad networks. Does this have anything to do with the Doubleclick acquisition? Come on, is the Pope Catholic?

When AdSense launched, it was as a blind network that occupied the bottom of the value pyramid - it didn't care where ads were placed, as it was driven purely by direct response (ie, did someone click on the ad or not?). An entire industry was born of this idea: Pour money in, get money back. Who cares where the ads show up, as long as they payoff?

Now Google will become far more driven by specific publishing sites - "we'll help you find the sites where your ads do best, and help you target those sites specifically." This in turn will help advertisers find the sites where response is greatest. However, direct response is not always the best measure of effectiveness. It works great for demand satisfaction, but it has nothing to do with awareness or demand creation. Those two key pieces of the marketing puzzle still require things that cannot be driven by algorithms - at least for now. Will Google get into the business of helping marketers craft campaigns for particular sites based on understanding the audiences at those sites? Until now, the company was not even close to that business. But with this business, it's getting closer, and closer, to becoming what most of the world calls a content publisher. Interesting.

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To: Lizzie Tudor who wrote (330)7/18/2007 1:31:41 AM
From: sandeep
   of 348
Makes total sense. I am surprised they didn't do that so far...

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To: Lizzie Tudor who wrote (330)7/19/2007 3:19:36 PM
From: Lizzie Tudor
   of 348
GOOG numbers tonight.
Expectations not really high for this one. I am hoping for an upside surprise.

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