I think they will, and maybe soon. Salesforce’s valuation has been really high in recent history. Even after losing half it’s value, it’s P/E is still 135. That’s high. But it’s a great growth story, and owning Salesforce would solidify Google’s position as the big dog in SAAS.
There’s no doubt the […]
Speculation about Cuil.com is rampant. Is it a true Google Killer? Is their format superior? My only burning question is why they picked such a shitty name. If you haven’t heard, it’s pronounced “cool”. That made me dislike it from the start for some reason. “Cool” can never become […]
GOOG’s sell-off today seems unwarranted. The stock’s currently under $527 after hours. If anything, their position has been strengthened by the MicroHOO debacle. Growth is still strong like bull, especially internationally. Youtube and G’s Enterprise Apps are still in their infancy, tons of potential. Yet the stock is down 4% […]
IACI (Interactive Corp), Ask’s parent company, is currently valued at around $5.5 billion. IAC owns bunch of solid companies - Ticketmaster, HSN, Lending Tree, the list goes on. They’re going to spin off all those companies in the near future, leaving Ask.com as the “core” of IAC, along with some other web properties […]
90% of my time lately has been spent on PPC and Google Analytics. So I’ve discovered some useful blogs and thought I should spread the word:
Top PPC Blogs
Jeff Hudson’s PPC Book - Funny writing, good insight
Gordon Choi’s PPC Blog - Solid advice
Clix marketing blog - another good’un
PPC Hero - More basic, but good
Analytics Blogs:
ROI […]
For the Adwords content network, too many keywords can be a very bad thing. My early and unsuccessful content groups had as many relevant keywords as I could cram in there. Why not? It’s not always worth it to set up a separate ad group for closely-related kws. And it seemed […]
The benefits of Microsoft buying Yahoo sound good in theory - reduced costs, bigger advertiser base, etc. But this deal isn’t likely to be good for Microsoft’s shareholders (stock dropped 6% today). It’s more likely to benefit Google.
I’m still confident that Google’s going to wipe the floor with Microsoft/Yahoo. And the beatdown […]
Everybody knows Google and Microsoft are at war. Microsoft wants to be a big player in search, and Google is making progress with their productivity-software offering. They’re both investing billions. Seems like a good match-up at first glance.
But the odds are heavily stacked in Google’s favor. The only reason Microsoft has […]
GOOG is looking cheap at these levels, closed at $574 today. That’s down from a high of $747 last year. No big earnings disappointments, no revenue shortfalls, nada. Just a crazy market. Forward P/E is only 27! WTF? Yahoo’s forward P/E is like 40, and their growth sucks […]