Author Archive

How Google Can Eat Amazon’s Lunch

Kevin Kelleher, Monday, March 31, 2008 at 6:00 PM PT Comments (27)

I can’t believe I’m going to do this, but I’m going to do it.
Yesterday, Dave Winer ranted about how blogs have become an ecosystem of recycled conversations about an original thought that happened long ago. Even so, I am going to talk about a post that Dave Winer wrote this weekend.
No, not that post, [...]

Dear Yahoo, I Pwn You. XO Microsoft.

Kevin Kelleher, Friday, February 1, 2008 at 7:56 AM PT Comments (43)

Just when you’d think Google’s financial discombobulation would give Yahoo some rest comes this heartfelt bullet from Microsoft. On the PR newswire this morning runs this incredibly respectful yet dispiritingly asexual love letter from Steve Ballmer to Jerry Yang. And, oh how Mr. Ballmer loves to dish, to wit:

Are the Markets Getting Too Heavy for Google to Lift?

Kevin Kelleher, Thursday, January 31, 2008 at 4:48 PM PT Comments (5)

Ever since Google’s stock-withering earnings report, I’ve had the Flaming Lips’ “Waiting for a Superman” stuck in my head. Things are indeed getting heavy, and everyone was waiting for Google to lift the sun into the sky. That didn’t happen, and Google’s stock was quickly shoved down 9.5 percent in after-market trading.
Just as it was [...]

CPM Rates Drop, Will Pay Walls Rise Again?

Kevin Kelleher, Thursday, January 24, 2008 at 4:00 PM PT Comments (8)

I recently Googled the term “falling cpm,” and the top link was a story with the headline: “CPM Rates Drop as More Sites Seek Ads.” Expecting that the story had been published in the last few months, I was surprised to see that the publication date was in fact Feb. 7, 2000 — a month [...]

4 Reasons to Brace for a Turbulent Earnings Season

Kevin Kelleher, Tuesday, January 22, 2008 at 10:33 AM PT Comments (1)

Stock markets around the world are tumbling, with the Dow staying firmly in negative territory even in the face of an emergency interest-rate cut. And ready or not, the parade of technology earnings is on its way as well.
A handful of tech bellwethers have already delivered their results for the latest quarter, and if last [...]

Hurry Up and Bounce

Kevin Kelleher, Wednesday, January 9, 2008 at 12:37 PM PT Comments (4)

A bounce in technology stocks, at this point, is inevitable. With the S&P’s tech sector down 10 percent so far this year — and a bearish-looking 20 percent since last summer — it’s just a matter of time before the sellers get tired and others step in to buy, if only for short-term gains.
That [...]

Apple’s Worst Day in 32 Months

Kevin Kelleher, Friday, January 4, 2008 at 6:15 PM PT Comments (16)

Apple shares slid 7.6 percent Friday, closing at $180 and capping an 11-percent loss in just one (shortened) week. Should investors be worried?
If you figure that the setback left Apple’s (AAPL) stock at its lowest close in only one month, probably not. And considering the 135 percent surge it saw throughout 2007, it [...]

Year-End Folly: Pin the Tail on the Stocks

Kevin Kelleher, Monday, December 31, 2007 at 8:00 PM PT Comments (4)

I’ve taken seven of the more interesting stocks of 2007 — all stocks that inspired a good deal of passionate discussion and, for the most part, a good deal of capital gains — and ranked them according to how I think they’ll perform in 2008. Take a look.

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