Although the management team may have missed one or two trends like social networking, it is really for execution errors.
This company has been slow to execute on what it knew were important areas, but it was too slow to go after those
Talk avout
- The compelling revenue streams;
- an update on Panama;
- the successful partnerships Semel has been able to forge with his old Hollywood buddies;
- the way Yahoo seems to have developed a better business model than Google since there seems to be so many ways Yahoo can generate revenue when Google is still essentially a one-trick pony in search advertising.
Friday, 15 June 2007
Subscribe to:
Post Comments (Atom)
Blog Archive
-
▼
2007
(75)
-
▼
June
(50)
- Securisation
- Financials sector
- Melrose debt financing
- Torex asset sale
- Credit Default Swaps
- Yield curve
- Market
- Banks
- Microsoft new competition
- Shareholder adctivism
- Rising inflation expectation
- US bonds
- Sites
- Widgets
- US Bond Market Outlook
- General
- Inflation and interest rates
- Equities and Bonds
- Who deserves the credit for Germany's recovery?
- Blinkx lc
- Yahoo 2
- Yahoo
- Google/Ebay
- Money
- Corporate broking pitch
- Telecommunication sector
- Scriabin
- Spanish real estate
- France: Sarkozy
- Germany: too bullish?
- China Yuan undervalued, higher Imports
- The Role of the State
- US Option Accounting
- State Capitalism
- Venture Capital
- Inflation
- Carry trade
- Sony PS3
- German Property companies on AIM
- Venture Capital underperforms but more money raised
- Little Change in Private Equity Financing
- Japan long
- Dollar short
- US outlook
- US Government Bond Market
- Outlook for equities
- Oil and bio fuels
- The four pillars supporting risky assets
-
▼
June
(50)
No comments:
Post a Comment