All GLG News Analyses Filed Under: Internet

Jay CuthrellPrincipalCuthrell Consulting, LLC

Please wait... YouTube profitability for Google is buffering

August 24, 2009

Analysis of:Google foresees profit from YouTube | www.sfgate.com

As anyone that remembers the buffering messages associated with early video streaming technology of the 90s will recall, the waiting is the hardest part.  Just like the background colors in the Tom Petty & The Heartbreakers video hint Google's(NASDAQ:GOOG)  colorful logo there is finally a hint at YouTube profitability. 

Cybersecurity Czar yields to Carper Bill with DHS Lead & CISO Council

August 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:Security Cyber Czar Steps Down | online.wsj.com

The Administration has been very public in its search for a Cybersecurity Czar, but the position has never been popular .   After false starts with several candidates, the latest edits to the U.S. ICE Act of 2009 (S.921) may have eliminated the position, instead going instead with a interagency "CISO Council" per the original bill, and placing program execution under DHS.  The resignation of Ms. Hathaway is expected with Cybersecurity review completed and given the position's uncertainty. 

Tr.im's Near Death Experience Leaves Basics Unchanged

August 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:Tr.im returns to life, owner asks $100K for service | www.computerworld.com

As we anticipated on Monday, the announcement of the death of the popular tr.im site for making shortened Web addresses was a bit premature but of a purpose (publicity to try to find a buyer). Tr.im may even survive. That changes nothing, however, about the basic situation: Web 2.0 sites with hopeless business models will be dropping like flies in a fog of RAID over the next year.

Tr.im is First of Many Dot Casualties to Come

August 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:Tr.im URL Shortener Axed | www.informationweek.com

News that the popular tr.im Web site expects to fold is a harbinger of things to come. Thousands of Web 2.0 sites (including many that like tr.im are popular and widely used) just do not have a viable business model -- or any way to get one. They will die out over the next year like mosquitos in an early fall frost.

P.J. LouisPresidentPJ Louis LLC

Marketing Dollars Being Wasted? Yes!!!

August 8, 2009

Analysis of:Are marketing billions being wasted? | telephonyonline.com

In short that is a yes. The CMO Council’s survey/study highlights a growing disconnect and an ongoing mis-perception.

No New Phase for Facebook, Just a Logical Extension!

August 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:Online retailers point to new phase for Facebook | www.ft.com

That a few retailers like 1-800-Flowers, Threadless and Sears use Facebook applications to create "Facebook storefronts" is not any "new phase for Facebook".  Facebook's engine runs on advertising revenue, not on sales commissions.  Facebook's business model will not change any time soon -- nor should it.  Facebook works because it is Facebook, not because it is Amazon or eBay.  Trying to morph it into an Amazon or eBay would just diffuse its focus and muddle its message.  It ain't gonna happen!

eBay Motors one of eBay's Crown Jewels

August 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:GM Cars the Next eBay Daily Deal? | www.auctionbytes.com

With all the attention on eBay's MarketPlace at large, as well as Skype and PayPal, it is easy to forget about the company's eBay Motors area. That would be wrong, as billions of dollars'  worth of transactions go through there.  Imagine if the company really put the pedal to the metal and revved that area up?  

Microsoft's and Yahoo's Search and Advertising Deal Undervalued by Market

August 3, 2009

Analysis by: GLG Expert Contributor

Analysis of:Microsoft, Yahoo! confirm search engine deal | www.telecompaper.com

  It is anticlimactic after Microsoft’s earlier bid to buy Yahoo outright. It puts no immediate cash in Yahoo’s coffers. It has regulatory issues. But the Microsoft/Yahoo deal is a big win for both companies – far better than the initial unenthusiastic reception on Wall Street. Odds are the deal will go through, boost revenues and strengthen their competitive position.   At the end of the day, it will result in the outright acquisition of Yahoo that Microsoft CEO Steve Ballmer first sought.

Google VOIP apps via Mobile - a sequel !!

July 31, 2009

Analysis by: GLG Expert Contributor

Analysis of:Google Voice Apps For Android And Blackberry Are Here | www.techcrunch.com

AS mentioned in my previous analysis:- 1. Security and reliability aspects are a major issue for Google's Android based Voice applications as concerns are raised at Black Hat conference on security in Las Vegas. 2. Competitor landscape means serious challenges from Apple's iPhone etc.-see latest sales statistics. How real is Google's challenge to other competitor products such as iPhone ( Apple ) and SKYPE in terms of performance,quality of customer service etc.?

The Advertisers Perspective on Microsoft and Yahoo!

July 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:Microsoft, Yahoo! agree on Internet search partnership | news.yahoo.com

This article from the Associated Press is one of several in the media reporting the recent business deal between Microsoft and Yahoo!. It examines the business implications of the agreement for both corporations, providing some insights of interest to investors. The piece delves less diligently into the ramifications for Internet users and online advertisers. This analysis examines the agreement from the perspective of those interests.

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