In this installment, Mike and Allen talk about Yahoo in Google in the wake of their respective analyst/press days.
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Monday, May 22
by
m2
on Mon 22 May 2006 06:54 AM MST
Tuesday, February 7
by
Allen Weiner
on Tue 07 Feb 2006 09:05 AM MST
One of the hot buzz phrases in the Web 2.0 space is “integrated communications.” Google has combined Gmail with Google Talk in one application. In essence, you can access the Google chat function within Gmail. So, you get an email from someone (in your contact list) and want to immediately communicate with them, and that response would play better in a real-time “conversation,” Voila, you are there. Nice! Practically all the mail-messenger companies have some sort of link between mail and chat, but not like this. BTW, this is on a limited rollout initially…. Wednesday, January 25
by
m2
on Wed 25 Jan 2006 06:30 PM MST
In today's installment, Allen and Mike 'cast about the evolving online video market -- a subject we'll be returning to regularly. For today, we'll focus on Apple's iTunes vs. Google's online video offering. Will consumer-created content be a deciding factor in who owns the online video market? Tuesday, January 10
by
Allen Weiner
on Tue 10 Jan 2006 03:22 PM MST
If you'd like to see our thoughts (Mike and mine) on Google's new video service, click here and you can read all about it on our company's Web site. A few additional thoughts: *At launch, it lacks the visual elegance of Apple iTunes. *It's not easily discernable as to what videos can be downloaded to the iPod. *There should be some promos or freebies to whet consumers' appetites.
Saturday, December 17
by
Allen Weiner
on Sat 17 Dec 2005 10:56 AM PST
If published reports are true, the intrigue surrounding the AOL-MSN-Time Warner-Google courtship has reached a conclusion: Google will buy a 5% stake in AOL and remain AOL’s primary source for advertising. MSN becomes the bridesmaid and Yahoo! (who was never seriously in the mix) moves along its separate path of Internet media dominance. There are many moving parts here: 1. Google may covet AOL’s large base of email and IM users. The conversion process from aol.com addresses to gmail and Google Talk accounts could be relatively easy given Google’s technological savvy. Such a move puts Google on par with Yahoo! And MSN (Hotmail) in the vital path of creating a communications layer that allows users to store, subscribe to and share content. 2. Given AOL.com’s path toward becoming the leading video portal, Google will accelerate its play in the business of extending its ad platform to deliver ads to video clips and Podcasts. This would challenge such players sas Lightningcast and Eyeblaster in this space. Also, it puts pressure on Yahoo! to move quickly to extend its ad platform. 3. This puts AOL’s dial-up business into the spotlight. With this move further down the .com path, what is the company to do with its approximately 19 million dial-up customers? A likely scenario is for AOL to offer its dial-up customers on a discounted basis to Verizon, SBC, etc.. and allow the telcos to offer former dial-up users their “768” DSL service that sells for $14.95 a month. There are some issues here given some of the existing relationships between Yahoo! & MSN with the telcos. Yahoo! is not likely to respond with anything major. For MSN, in the midst of another reorg which again puts its Portal strategy in play, we’re likely to see an acceleration in its Windows Live efforts to keep pace with its competitors. Friday, December 16
by
Allen Weiner
on Fri 16 Dec 2005 09:15 AM PST
Interesting. This sets the stage for the AOL-Microsoft relationship in which AOL uses “ AOL will no longer support personal classified listings, but will instead become an aggregator. The company issued a statement in response to an article in AuctionBytes Newsflash on Wednesday that referenced an email from a partner that AOL was closing its classifieds site altogether (http://auctionbytes.com/cab/abn/y05/m12/i14/s00). AOL spokesperson Cindy Harvey sent a statement regarding the AOL Classifieds Marketplace: "Due to a strategic shift in direction pertaining to our Search & Directional Media plans, the AOL Classifieds Marketplace will no longer support personal classifieds listings and as of December 31st will transition into an aggregator of listings from leading industry partners." AOL's current classifieds section, accessible at http://classifieds.aol.com, consists of a combination of personal listings from AOL members and aggregators that provide listings to AOL. Now, AOL will become a sole aggregator of listings from leading industry partners.Friday, December 9
by
Allen Weiner
on Fri 09 Dec 2005 12:57 PM PST
They are called Webclips. Looks interesting....Stay tuned.
Wednesday, November 16
by
Allen Weiner
on Wed 16 Nov 2005 10:03 AM PST
Google officially announced Google Base today (see below). My take? Well, it’s party eBay, part Craigslist and part this crazy Web 2.0 notion where every tags his/her own content and everyone else adds their tags along the way. At this point, the community tagging is missing here, but I am sure it’s to come. Also, it appears to be part of Google’s “open” strategy in that the company applies as few limiting standards are possible to cut down on the typical friction required to get anything done on the Web. It’s like the company’s IM strategy in which it used an open (XMPP) standard to encourage as many developers and third parties to become part of the federation. Google can afford this approach because of its massive ad revenue flow. It will get even better for Google once it opens up the Google Wallet as a payment scheme. That has to be coming soon as well. Google Base is an extension of Google’s existing content collection efforts such as our traditional web crawl system, as well as Google Sitemaps, Google Print and Google Video – all which enable content owners to easily make their information searchable via Google. The goal of Google Base is to improve the overall quality and breadth of Google Search results by collecting even more information about a wider diversity of content. Similar to a database, Google Base enables content owners to describe and assign attributes to it the information they upload and uses this meta-data to better target search results to what users are looking for. For example, if a chef chooses to upload their very best recipe for tamales he/she can further describe that recipe with a photo or by assigning attributes such as “medium-spicy” or “spicy.” When a user searches for the word [tamale recipes] from the Google Base homepage they will be presented with a list of recipe results accompanied by a list attributes at the top of page which enable them to further refine their search to “medium-spicy” or “hot” tamale recipes. Google Base also creates a new opportunity for content producers to submit any kind of information even if it’s not a web page or online. This could range from an old family photograph to a large database of museum artifacts both of which may not have been previously accessible online. As part of the early-stage beta, Google has been working with a variety of commercial and non-commercial information providers. Some of which include:
Thursday, October 27
by
m2
on Thu 27 Oct 2005 06:02 PM PDT
Allen and Mike take on recent announcements from Microsoft and others that outlined various efforts to digitize and make searchable all the print material that exists, and then some.
Wednesday, October 12
by
Allen Weiner
on Wed 12 Oct 2005 10:34 AM PDT
Looks like I have a new neighbor. It makes sense for Google to open an Spoken like someone running for Congress in a few years? Sunday, October 2
by
Allen Weiner
on Sun 02 Oct 2005 09:09 AM PDT
How will Yahoo! and Microsoft respond? SAN FRANCISCO The online search engine, Google, is poised to leap into the telecommunications business. The California company has filed an application to provide free wireless Internet service to all of San Francisco. The mayor wants the free service to allow all income groups to access the Internet in the city. More than a dozen other firms are competing with Google. If Google is selected, San Francisco could become a testing ground for a national "wi-fi" service. Industry observers speculate Google is trying to ensure that people can connect to its search engine anytime, from practically anywhere. Google says it has no plans to take the service national. Thursday, September 15
by
m2
on Thu 15 Sep 2005 04:18 PM PDT
It's an end-of-the-week grab-bag. (A marketing person would refer to it as a "synopsis of important industry events." Somebody else, like my mother, might label this 'cast nothing but garden variety rumor mongering.) In any event, Allen and Mike share their recommendations on how Google could spend the $4 billion they just raised in their secondary offering. Allen muses on the rumors about Microsoft and AOL. Mike muses more about the Future of Music Summit in D.C. Monday, August 29
by
m2
on Mon 29 Aug 2005 09:16 AM PDT
What madness is this? Allen and Mike present and then challenge the notion of Google offering a mobile phone of their own. Whether or not you agree with the notion, we think the assumptions that go into our respective opinions are food for thought. Wednesday, August 24
by
Allen Weiner
on Wed 24 Aug 2005 09:02 AM PDT
What can I say about Google Talk that I haven’t said to countless reporters and in a document that will be appear on my company’s website later today? It means Google is a Portal/Digital Media Titan and someone will be the odd man out. More on that in a MADCast later today.
BTW, anyone who wants to be on my Google Talk list can just send me an email at: allen.p.weiner@gmail.com
Tuesday, August 23
by
Allen Weiner
on Tue 23 Aug 2005 01:38 PM PDT
This will be a big week in Google’s history. It will mark its evolution from being a “search company” to being a fully fledged “Media Titan” and (like it or not) a Web Portal. Over time, these titles might become the same thing. There have been official announcements (Sidebar) and rumored ones as well. Can the market support four Portals/Digital Media Titans? Maybe, but certainly only one will lead. |
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