All GLG News Analyses Filed Under: Internet

As I stated in a previous analysis, I worry about IHS if Energy were to slow down.  That slow down didn't come this quarter, but they are still hiding IHS Engineering.  What could this mean in the long term?    

Given Google's current trading range, P/E, the overall market, Google's traditional behavior before and after an earnings release, as well as general Internet search trends, it doesn't take too much of a leap of faith to agree with the premise of the article.

"In the end, CPA Optimizer moves Google one step closer to becoming a true broadcast company and take on the run of network display business in advance of their integration of Doubleclick, or perhaps in spite of Doubleclick." (Source:Digital Moses) Web-based affiliate marketing has been all the rage...

People get their news & information from lots of places, so the NY Times did the right thing by opening up their best content.

Google are more than about search, that much has been clear for a while.  But Google are more than applications.

Google is a superior business. Google changed the nature of the search engine business. Google understands they are in the information business. Google is an emerging next generation advertising agency. The gPhone is a bold move and an example of is innovativeness.

This article provides an analysis of Google's latest moves, including their huge advances into telco, their potential as a competitor to Microsoft Office, and the Apple rumors.  As a follow-up to an earlier blog, this one also deals with the risks Google faces.

Its interesting to see the valueation? Its equal to a dozen fortune 100 companies combined who have real value in assets - namely customers. Hope Google shows some real value not hidden value in terms of their advertisers!

While the format wars in the next generation DVD systems continue to confuse customers clearly indicating that there is not going to be an obvious winner for some time, if at all, VOD may be sneaking under the radar. This is still a very nascent business. The studios in making their content available...

Brazilian telecom regulatory agency wants create a new multimedia model authorization; VOD services in Brasil; MMDS and DTH services in Brazil