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Submitted by Scott Cleland on Fri, 2007-04-20 09:45
Google turned in another awe-inspring financial performance in 1Q07. Pick your news report for the basics. All you need to know is revenue growth was up 63%. Wow!
- Derek Brown of Cantor Fitzgerald said in the Washington Post today:
- "I am basically convinced that no company in history has put up the type of finanical performance that Google has put up from a growth and financial perspective for as long as they have done it."
- It's hard to disagree with him. There is no other example.
- They are a jugernaut.
Let me translate some of the earnings call:
Submitted by Scott Cleland on Thu, 2007-04-19 10:25
Submitted by Scott Cleland on Mon, 2007-04-16 13:59
The news of Google acquiring Double-Click prompted me to spend a good part of my weekend analyzing the competitive implications of this seminal proposed acquisition for the future of the Internet.
My analysis focused on answering the following key questions of interest:
- What is Google's real competitive endgame with DoubleClick?
- Why is this acqusition likely to pass antitrust muster?
- Why will Google increasingly dominate Internet search?
- What other anticompetitive behaviors by Google position Google to dominate Internet advertising?
Summary of my conclusions:
Submitted by Scott Cleland on Tue, 2007-04-10 10:43
The body of evidence from mainstream sources that Google systematically steals other's property continues to pile up.
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"Sohu.com Inc. complained Sunday that the new software appeared to copy material from Sohu's Sogou search engine." "In a statement, Google acknowledged that web surfers have pointed out that some material came from "non-Google data sources." ... Google said: "We are willing to face up to our mistake and willing and offer an apology to users and the Sohu company"
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While that may sound nice, the article also clearly referred to Google's lack of transparency on these types of issues:
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It is standard operating procedure for Google not to be transparent. Their secrecy is legion and does not inspire trust.
So Google supporters are probably asking "so what?"
Bottom line: Google likes to brag about its culture of pursuing "innovation without permission."
Submitted by Scott Cleland on Mon, 2007-04-09 19:21
It seems that more folks have Google's "number."
It seems Google is learning the lesson the hard way -- that those in glass houses should not throw stones.
Submitted by Scott Cleland on Tue, 2007-03-13 12:14
The WSJ is reporting that Viacom has sued Google for $1b in damages for stealing its copyrighted content.
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"YouTube is a significant, for-profit organization that has built a lucrative business out of exploiting the devotion of fans to others' creative works in order to enrich itself and its corporate parent Google," Viacom said in a press release. "Their business model, which is based on building traffic and selling advertising off of unlicensed content, is clearly illegal and is in obvious conflict with copyright laws."
Submitted by Scott Cleland on Tue, 2007-03-06 10:45
Kudos to Microsoft for finally making a high profile challenge to Google's "cavalier" approach to copyright as reported in the lead story of the FT and in the WSJ today. It's about time that Microsoft figured out that a key element of Google's phenomenal success is simply that Google does not play by the same rules as other law-abiding companies.
Under what authority does Google operate in carrying out its corporate mission?
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Does Google respect U.S. property law? International law? Common law?
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Or does Google-ism redefine these pedestrian legal restrictions of small-minded people and declare to the world that information is free and should be universally accessible to all people?
Google cheats. and cheating is core to Google's long term business model. Let's review the evidence of Google's cheating:
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