Google Inc. (NASDAQ: GOOG) just posted earnings and the search giant posted $4.63 non-GAAP EPS and $3.9 Billion in ex-TAC revenues. First Call estimates were $4.74 EPS on $3.87 Billion in revenues.
Douglas A. McIntyre After the close of trading today, we will get to see earnings out of search and online ad giant Google Inc. (NASDAQ: GOOG). The company will be competing for earning attention as…
Douglas A. McIntyre This morning ValueClick (NASDAQ: VCLK) came out and dropped the bomb on forward guidance. The immediate guidance isn’t such a bad issue but the forward guidance is. It lowered revenue guidance by…
The ongoing Yahoo! Inc. (NASDAQ: YHOO) merger saga with Microsoft (NASDAQ: MSFT) or its potential sidebar deal with Google Inc. (NASDAQ: GOOG) and the fight with Carl Icahn has been covered about…
According to Reuters, talks between Time Warner’s (TWX) AOL and Yahoo! (YHOO) and Microsoft (MSFT) are heating up. Reuters reports that GM (GM) is confident that it can compete even after making…
Friday evening Microsoft (MSFT) and Carl Icahn made an offer to the Yahoo! (YHOO) board. Microsoft would buy Yahoo!’s search business. Icahn would take over the rest of the company. The portal…
There seemed to be more upgrades this morning than there were downgrades from Wall Street analysts. Here is a snapshot of some of our key analyst calls we saw: Adobe Systems (NASDAQ:…
According to Reuters, the government is considering taking over Freddie Mac (FRE) and Fannie Mae (FNM). Reuters writes that Google (GOOG) thinks that an independent Yahoo! (YHOO) would be better for the…
The enemy of my friend is my enemy. Or, the enemy of my friend is my friend. Or, the enemy of my enemy is my enemy. Yahoo! (YHOO) is finding out that…
Steve Jobs sees that smartphones, especially the Apple (AAPL) iPhone are the future of computing. Who needs a PC when a handset will do? To get to Mr. Jobs goals, Apple "will…
Google (GOOG) paid something around $1.7 billion to buy YouTube, which is by a wide measure the most popular video site in the world. By some accounts, one billion videos are watched…
Douglas A. McIntyre According to Reuters, large Yahoo! (YHOO) shareholder Legg Mason said Carl Icahn’s bid would have more support if he guaranteed he would not sell the company for less than $33. Reuters writes…
Many observers who look at Microsoft’s (MSFT) move into server-based software think that the company will fall. Google (GOOG) already markets Google Apps which offers word processing, spreadsheet, e-mail, and presentation products.…
For reasons that are impossible to explain, much of the mythology of the late 20th Century American CEO was placed Atlas-like on the shoulders of John Francis Welch, GE’s head man from…
By Google’s (GOOG) standards, YouTube was not a terribly expensive acquisition. The search company’s market cap is about $170 billion. It paid less than 1% of that for the world’s largest video…
Douglas A. McIntyre 