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- Analysts Scoff at News Corp.-Bing Bid to Ding Google
- Bernstein Research analyst Jeffrey Lindsay said News Corp.'s alleged plan to remove content from its Wall Street Journal and other Web sites from Google's search engine is designed to put pressure on Google during the renegotiation of its $900 million advertising deal with MySpace. Citing ComScore data that shows Google...
- News items 2009-11-24
- How Cloud Computing Makes Everyone an Entrepreneur
- Folks spend a lot of time talking about cloud computing. It’s a move back to the mainframe. Cloud computing democratizes IT infrastructure. The cloud will be the reason Amazon and Google will be the dominant players on the Internet. You have heard a lot of it before. But the real...
- Blog posts 2008-06-10
- Built To Be Bought: Internet Companies That Can't Manage
- Are Internet companies so inefficient and clueless about management that have to be acquired? Lost in the commentary about Bernstein’s “U.S. Internet â€" The End of the Beginning†report, which concluded that Amazon and Google would be the dominant Internet duopoly, are the reasons why today’s leading...
- Blog posts 2008-06-10
- eBay Q2 2008 Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Our first question comes from Jeffrey Lindsay with Sanford Bernstein. Jeffrey Lindsay - Sanford C. Bernstein Could I ask, what do you think is the impact of couponing on eBay's total revenues and take rate? And could you give us a sense of...
- Earnings calls 2008-07-16
- Yahoo! Q1 2008 Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Our first question comes from the line of Youssef H. Squali with Jefferies & Company. Please proceed. Youssef H. Squali - Jefferies & Co. Thank you very much. Blake, in the long-term guidance that you gave back in March, what kind of...
- Earnings calls 2008-04-22
- eBay Q2 2009 Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions First up in the roster is Christa Quarles with Thomas Weisel Partners. Christa Quarles - Thomas Weisel Partners I was wondering if you could -- you didn’t mention the wholesale part of your business as much this quarter. I was wondering if you...
- Earnings calls 2009-07-22
- Baidu Q2 2009 Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Your first question comes from the line of Mr. James Mitchell. James Mitchell - Goldman Sachs Great. Thank you very much for taking my question. I wondered if you could talk a little bit more about the sequential increase in traffic acquisition costs...
- Earnings calls 2009-07-24
- Will Google and Amazon Triumph Over All?
- Will Amazon and Google be the two giants of the Internet? Sanford Bernstein analyst Jeffrey Lindsay seems to think so. In a research report previewed to Reuters, “U.S. Internet: The End of the Beginning,†Lindsay concludes that Google and Amazon will be the top dogs on the...
- Blog posts 2008-06-05
- Google: Target Upped to $600 on Recovery Bet
- Eric Savitz (Barron's) submits: Bernstein Research analyst Jeffrey Lindsay Friday upped his target on Google GOOG to $600 from $460, anticipating a pick-up in its search-based advertising business when the economy begins to recover. Lindsay raised his 2009 EPS estimate to $21.02 from $20.70; for 2010 he goes to...
- External links 2009-05-10
- Yahoo's Yang Living On Borrowed Time
- Yahoo got its wish. Microsoft is no longer a possibility as a purchaser. The company improves short-term results by partnering on search with Google. Carl Icahn may give up on his proxy war. And the company lives to fight another dayâ€"or at least until Aug. 1 when shareholders unleash their...
- Blog posts 2008-06-13
- EBay: With Earnings Next Week, Estimates Head South
- Eric Savitz (Barron's) submits: With eBay EBAY due to report earnings next Wednesday, the Street is scrambling to bring down estimates. Analysts are worried about the Q4 report, but they’re even more spooked about the guidance the company will provide for 2009 given the soft consumer economy. Cowen’s Jim...
- External links 2009-01-16
- Google: Forget Twitter, Pay a Big Dividend
- Eric Savitz (Barron's) submits: A few weeks back, Bernstein Research analyst Jeffrey Lindsay wrote a provocative research piece asserting that Internet companies have a long and terrible track record of destroying shareholder cash by acquiring pre-business model start-ups. He notes plenty of examples: AOL buying ICQ, Netscape and Bebo;...
- External links 2009-04-05
- Should YouTube Charge for User Generated Videos?
- Eric Savitz (Barron's) submits: In an eye-opening essay, Bernstien Research analyst Jeffrey Lindsay proposes a radical idea on how Google GOOG might address the business model problem that now afflicts YouTube: charge people listing fees for uploading video to the site. Lindsay writes in a note to...
- External links 2009-05-31
- Yahoo Should Boost Y! Japan Stake Over 50%
- Eric Savitz (Barron's) submits: The fastest way for Yahoo YHOO to step revenue growth would be to acquire a controlling stake in Yahoo Japan, Bernstein Research analyst Jeffrey Lindsay proposes in a research note Friday. And he says that given the weakness in the Japanese market, the timing for...
- External links 2009-06-07
- Yahoo's Waiting Game
- Tech Confidential submits: Only time will tell whether Yahoo Inc. (NASDAQ:YHOO) made the right decision in inking its paid search deal with Microsoft Corp. (NASDAQ:MSFT). Investors certainly didn't like it, despite Bernstein Research analyst Jeffrey Lindsay's belief in the long-term possibility of the deal adding up to $4...
- External links 2009-08-03
- Will Microsoft Cast Its Eye Upon eBay?
- Microsoft has $44 billion or so burning a hole in its pocket, but there’s one little hitch: There are few companies that the software giant could buy to get scale quickly. Enter eBay. Enter speculation. Enter eBay as the acquisition target. Sure, eBay has opened up its...
- Blog posts 2008-06-16
- Shares of eBay Hit Seven Year Low
- Eric Savitz (Barron's) submits: Not a good day for eBay EBAY shares, which are down 23% for the year to date, and now sit at their lowest level since 2001. Highlighting the problem of counterfeit merchandise sold on the site, Bloomberg reports that the company provided a tip...
- External links 2009-03-01
- Google Lays Off 200; Management Finally Grasps It Cannot Go on Hiring Forever
- Google is laying off 200 sales and marketing jobs -- the largest layoff in Google's short existence, according to Ad Age. The news is not economically significant, but symbolically so. It suggests that even the most successful web advertising operation of all time is vulnerable to the ebb and flow...
- Blog posts 2009-03-27
- Does Google Need to Start Bulking Up Again?
- Peter Kafka submits: When the economy cratered last fall, even mighty Google was forced to pull back on spending: The company stopped growing its workforce, and put several big expensive projects on hold. But that’s likely to change, predicts Bernstein analyst Jeffrey Lindsay. He says that while...
- External links 2009-06-25
- Google Moves to Show That YouTube Can Make Money
- Larry Dignan ZDNet submits: Google GOOG on its second quarter earnings call went out of its way to say it was pleased with YouTube’s “trajectory” and indicated that the company would make money on the video site. The motive: Combat a bevy of worries about YouTube’s profit potential. ...
- External links 2009-07-17
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