This post originated from an RSS feed registered with Python Buzz
by maxim khesin.
Original Post: googletalk
Feed Title: python and the web
Feed URL: http://feeds.feedburner.com/PythonAndTheWeb
Feed Description: blog dedicated to python and the networks we live in
[17:07] Me: http://www.internetoutsider.com/2006/01/google_the_bear.html [17:09] Friend: someone had a very simple idea - microsoft makes ten times as much money as google [17:09] Friend: what is microsoft undersold google by a lot - created an adsense netowrk in which 8% of the revenue went to blogs [17:09] Friend: what if* [17:10] Friend: what if microsoft made it's ppc much cheaper [17:10] Friend: and paid much more to its search partners thn google does [17:12] Me: maybe for AdSense [17:12] Me: for AdWords it does not matter [17:13] Friend: AdSense is about 50% of google's revenues [17:13] Friend: and is growing faster than adwords [17:14] Friend: for adwords, microsoft can invest in better search engine technology [17:14] Friend: it can certainly throw more money at the problem than google [17:14] Me: MS does not want to devalue it [17:14] Me: devaluation of AdSense will not kill Google [17:15] Friend: sure it will [17:15] Me: and will hurt MS 30% share in the long term [17:15] Friend: how so? [17:15] Friend: google has fixed expenses [17:15] Me: they will make 7/8 less fromit? [17:15] Friend: if microsoft can kill half google's revenue [17:16] Friend: google needs the profits from adsense [17:16] Friend: microsoft odesn't [17:16] Me: Goole has a huge amount of cash. I do not think they are strapped. [17:16] Friend: microsoft can kill the profit from that market [17:16] Friend: true - but they need the growth [17:17] Friend: google would have to choose - no profit from adsense - which will kill the stock price - or lose market share - which will kill the stock price [17:17] Me: Yep, and next thing you know Google will release free office online or something [17:17] Me: HOW will MS like them apples? [17:17] Friend: google is working on that anyway [17:17] Friend: adsense is much easier to kill [17:17] Me: maybe they are in a MAD situation [17:17] Me: and none fires [17:17] Friend: google is teaming up with sun's openoofice [17:18] Me: it may be a threat [17:18] Me: notice that gpack does not include OpenOffice [17:19] Friend: btw - it would be legal for microsoft to short google's stock [17:19] Friend: and then anounce they are releasing a profitless version of adsense [17:19] Friend: and make a killing on the short [17:19] Friend: inside info is only with news affecting your compnay [17:20] Friend: not news affecting competitors who are hurt [17:20] Friend: i read that idea - really cute - no one ever does it [17:20] Friend: the authors thought it must be a MAD situation [17:21] Friend: even tho the big guys are almost alwasy the ones inflicting the pain, and don't seem to have fear of retaliation [17:23] Me: this is fun.. I am posting it to my blog ;)
Previous Topic
