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Submitted by Scott Cleland on Wed, 2007-07-18 18:39
Google tries to maintain that search and display advertising are separate markets and not direct competitors.
It appears Yahoo would beg to differ.
Today's New York Times reported:
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"...Yahoo recently shook up its ad sales force, combining into a single unit its search advertising and display advertising."
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"Mr. Barry said that the reorganization would probably help Yahoo in the long term, as marketers increasingly want to combine their purchases of search and display advertising." [bold added]
Submitted by Scott Cleland on Wed, 2007-07-18 12:28
Submitted by Scott Cleland on Tue, 2007-07-17 19:12
It didn't take long for the Empire to Strike back! Shortly after the release of Googleopoly, Ed Black, President and CEO of the Computer and Communications Industry Association, which represents Google, put out a critical press release on my Googleopoly white paper entitled: "Merger Report Unconvincing."
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As I predicted on my blog this morning:"I expect to be attacked personally for my analysis and conclusions here, just like I was attacked by Bernie Ebbers and WorldCom as "the idiot Washington analyst" for having the audacity to be the only analyst in the country willing to predict, and stick to my guns, that the government would block the WorldCom-Sprint merger."
As expected they tried to discredit the messenger because they don't like the message. Standard operating procedure from my debate opponents.
Submitted by Scott Cleland on Tue, 2007-07-17 09:52
My detailed analysis over the last several weeks leads me to believe that the FTC is likely to block the Google-DoubleClick merger because it will enable Google to dominate online advertising and dramatically increase the opportunity for market collusion and price manipulation in the market for consumer click data, ad-performance tools, ad-brokering and ad-exchanges.
Antitrust is fact-specific and evidence-driven. To understand the true antitrust outlook for a merger one needs to become familiar with the core facts of the case. To date, media and investment coverage of this merger has been remarkably superficial.
I see three big takeaways from my white paper.
First, the more people learn about this merger the more concern they will develop.
Submitted by Scott Cleland on Mon, 2007-07-16 15:38
You're invited to participate in a conference call Tuesday July 17th at 11 am EST to hear a discussion of, and Q&A on, my new 35-page white paper, entitled:
I will explain how a Google Inc. (NASDAQ: GOOG) - DoubleClick merger will facilitate a de facto Internet information access monopoly, substantially lessen competition, and harm consumers, Internet content providers, and advertisers.
Submitted by Scott Cleland on Wed, 2007-06-27 11:08
Kudos to Robert Hahn and Hal Singer for their outstanding op ed in the Washington Post "Earmarked Airwaves."
- The editorial cogently presents the fork in the road that faces any major FCC decision: to follow law, which promotes competition and market-driven outcomes, or to freelance and try and "manage" competition and pick winners and losers in advance through "spectrum earmarking."
- FCC history is littered with freelance "managed competition" failures, but two are particularly ignominious and highly relevant to this 700 MHz auction:
- the illegal UNE-P scheme to rig telecom competitive outcomes following the 1996 Telecom Act; and
- the Nextwave auction scandal that kept 30 MHz of prime spectrum fallow and tied up in court for almost a decade.
At its core a spectrum auction is the quintessential type of competition. The auction law's purpose in 1993 was to use market forces, competition, to allocate the public's asset most appropriately, largely because previous FCC spectrum allocation processes were so ineffective, unfair and prone to serious abuse and graft.
This 700 MHz auction may be shaping up to be FCC Chairman Kevin Martin's legacy moment: will it be marked by promoting competition and market-based outcomes or will it be marked by standing on the auction scales to ensure the spectrum is "earmarked" to the predetermined, chosen "winner" -- in this case former Clinton-Gore FCC Chairman Reed Hundt's Frontline Wireless company.
Submitted by Scott Cleland on Wed, 2007-06-20 10:52
Anyone interested in privacy issues, should be on a heightened sense of alert, because Google has just won a big victory in getting its "pryware" deeper into the average American's private life.
The media focused only on the antitrust angle in covering Google's antitrust complaint against Microsoft, for not making it easy enough in its new Vista operating system for users to select Google as its search engine of computers' INTERNAL hard drive.
Submitted by Scott Cleland on Fri, 2007-06-15 09:43
You gotta love how the free market works when left alone by the Government!
Just as Frontline and others are demanding that the government has to intervene in the 700 MHz auction to "create" a third broadband pipe, the free market finds another way to solve these market problems without the Government.
One of the most significant developments in the spectrum world today was not the hot air at the Senate Commerce Committee hearing, but what happened in the free market -- DirecTV and Echostar signing agreements with Clearwire to sell their WiMax broadband service.
Submitted by Scott Cleland on Thu, 2007-06-14 11:11
Submitted by Scott Cleland on Mon, 2007-06-11 10:55
Google, in making a high-profile complaint to the Justice Department and State Attorney Generals, about Microsoft's latest operating system Vista, appears to be naively unaware of its own antitrust vulnerabilities in its pending Google-DoubleClick antitrust review at the FTC.
It has always been unwise for those in "glass houses to throw stones."
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