Baidu (BIDU) Stock Rushes Up On E-Commerce Move
Baidu (BIDU), which operates the most popular search engine in China, has traded as high as 70x revenue. The stock was beateen down last week, but it appears that the little drop is about…
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News Corp’s (NWS) social network MySpace will add Ebay’s (EBAY) Skype voice over IP product to the MySpace instant messaging feature. The two companies say that the deal will promote the use of both…
A Big Bear Case Before Intel’s (INTC) Earnings
Intel (IN TC) has cut costs and beaten back a push from AMD (AMD) to take some of the larger company’s share of x86 chips in PCs and servers. AMD’s stock is near a…
Reviewing Motorola Ahead of Earnings (MOT)
Motorola (NYSE:MOT) reports earnings this week and First Call has estimates at $0.04 EPS and $8.8 Billion. We wanted to run over a recent call here ahead of plan since this just got a…
The Train Wreck At CNET (CNET) Gets Worse
Stifel Nicolaus downgraded CNET (CNET), the big online tech website business. It dropped the shares 7% to $8.27. The stock had risen recently on rumors of a buy-out by its former CEO. CNET now…
BloggingStocks And SeekingAlpha: A Horse Race
After last week’s 24/7 Wall St. valuation piece that pegged financial blog and comment site SeekingAlpha’s value at $36 milllion, we took a look at its primary competition, AOL’s BloggingStocks. Based on information from …
Global Search Traffic Booms (GOOG)(YHOO)(MSFT)(BIDU)
A new study by ComScore shows that internet traffic to search websites is continuing to grow. Surprisingly, Asia ranks ahead of Europe and North America in total searches in August, news which may be…
Ebay (EBAY) Launches A Social Network Site
Ebay (EBAY) is launching a social network site as a way to keep buyers and sellers coming back to its auction environment. According to the LA Times "The new Neighborhoods feature encourages users to…
Google (GOOG) Takes On MySpace
Recent research picked up by TechCrunch shows that Google (GOOG) social network Orkut now has about 25% of the audience of News Corp’s (NWS) MySpace. In the fast-growing Asia region, the sites are neck-and-neck.…
What a $700 Google Stock Looks Like (GOOG)
Last week we put together a brief description of what sort of multiples and what it would take for Google (NASDAQ:GOOG) to hit $600.00. This was a mere century mark that was briefly surpassed…
As McDonald’s (MCD) Offers Free WiFi, Another Challenge To Starbucks (SBUX)
It has not come to the US. But, bet your bottom dollar, it will. McDonald’s (MCD) is offering free WiFi in its 1,200 stores in the UK. Starbucks (SBUX) offers T-Mobile WiFi in its…
Google (GOOG) Had 40% Of US Online Ad Market In First Half
According to TechCruch, Google (GOOG) had a 40% share of the US online ad market in the first half of 2007. The IAB puts internet ad revenue in the first half at just below…
Details Of Yahoo! (YHOO) Break-Up From Bernstein Research
24/7 Wall St. has obtained a copy of the Bernstein Research report on the break-up of Yahoo!. The first model done by Bernstein assume that the company is broken into three parts. The first…
Will Level 3 (LVLT) Drive Down Akamai (AKAM) Margins
Alley Insider is reporting that as Level 3 (LVLT) moves into the content delivery network business dominated by Akamai (AKAM) that it will undercut what the industry charges most clients by a significant amount.…
Baidu (BIDU) Market Cap Now One-Third Of Yahoo!’s
Baidu’s (BIDU) big run-up on the heels of analyst comments took that stock to a market cap well above $11 billion. The company had just over $50 million in revenue last quarter. Yahoo!’s (YHOO)…