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All GLG News Analyses Filed Under: Internet

Articles with lock require a GLG News subscription
Posted November 4, 2008
What's Great for Google is Good for Authors
Analysis of: Google Settles with Authors | www.businessweek.com
Author: GLG Member Program Contributor
Some authors are $60 per scanned book richer. That's better than nothing. But Google gets to monetize all that content for a pittance. Some wealth gets re-distributed, which is probably a good thing.
Posted November 3, 2008
Books online: Google does it again
Analysis of: Google Settles with Authors | www.businessweek.com
Author: GLG Member Program Contributor
Google has potentally created another new industry around books that were mostly only gathering dust. A cornucopia of information is being made available, and it's only small change for Google.
Kenneth Eisner Posted October 30, 2008
Yahoo's Display Ad Nightmare and a Dismal Holiday to Come -- Bah Humbug
Analysis of: New ad cuts raise worries for Yahoo | www.livemint.com
Author: Kenneth Eisner, Principal Eisner Consulting
Yahoo faces a miserable head wind entering this holiday season.  Retail marketers, those likely to drop big bucks around Turkey Day, are having a very bad Fall and may not chase the ghost of Christmas Future.  Yahoo's dependence on online display ad revenue could be disastrous for their holiday...
Kenneth Eisner Posted October 29, 2008
Google, Apple, and Amazon.com are Best Bets to Weather the Recession Storm
Analysis of: Can Anything Derail Google's Growth Engine? | www.businessweek.com
Author: Kenneth Eisner, Principal Eisner Consulting
Google will see slowing search business domestically, of course, but they continue to expand in other arenas that take advantage of their competitive positioning.  Like Amazon.com and Apple, they make moves based on the opportunity, even if the opportunity may not be apparent to the investment...
Mark Mariotti Posted October 24, 2008
OnLine Search, Current Economy Hedge...
Analysis of: Google defies economy to beat forecasts, shares surge | www.livemint.com
Author: Mark Mariotti, CEO Future Management Holdings Inc
The internet and specifically search engines are where people go today for deep discounts, low costs, answers, information, and new jobs... Each and every year, the rotation (when feasible) more consumers find comfort within Internet properties.
Posted October 23, 2008
Difficult economy produces an increase in search results
Analysis of: Google defies economy to beat forecasts, shares surge | www.livemint.com
Author: GLG Member Program Contributor
Google increases in profitability in direct correlation to the global economic crisis.  The internet and specifically search engines are where people go today for answers, information, and new job listings.     
Posted October 17, 2008
Ethanol, Corn and Crude Oil
Analysis of: Oil Prices Hit $86 a Barrell | www.msnbc.msn.com
Author: David Maloni, Principal American Restaurant Association Inc.
As I have discussed in previous notes, corn needs ethanol like ethanol needs corn.
Joseph Upton Posted October 7, 2008
Google Remake in the Wind?
Analysis of: Google Increases Online Video Share with 5B Views | www.contentinople.com
Author: Joseph Upton, Pres/CEO Kabel-X USA
Google has locked down the strongest online video share with their Youtube offering.  Are they headed toward locking down customers via landline fiber, where they can act as ISP, Service Provider, and major advertising power on the net?
Posted October 3, 2008
MySpace Music Misses the Beat
Analysis of: MySpace tries to strike new chord in digital music | news.yahoo.com
Author: GLG Member Program Contributor
Two or three years ago MySpace Music‘s latest initiative would have been just what the market needed to connect with disillusioned fans. Today it is nothing special. Imeem, Last.fm and iLike (which is partnered with Facebook) all offer the same or very similar offerings. Furthermore, unlike its competitors,...
Posted October 1, 2008
Global Advertising Forecasts Drop: An Indicator for Uncertain Times
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: James Meyers, Chief Executive Officer Alpha Media
1. Zenith Optimedia, Universal McCann, WPP, BMO Capital Markets, Oppenheimer, Lehman Brothers and eMarket all have announced downward revision of overall Ad spend for 2008           2. Nielsen Monitor-Plus: first-half U.S. ad spend declined 1.4 percent,...
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