Ho John Lee’s Weblog

• Barron’s Online - In the Drink - February 13, 2006
  Cover article detailing a generally negative view of GOOG share price (currently around $360) based on growing expenses, click fraud and ad pricing issues, and reversion to the mean multiple of the peer group, to $188 ish per share.
  (tags: google search internet business investing advertising strategy)
• Jeff Matthews Is Not Making This Up - Google: “Thesis Schmesis”
  On Blue Nile and FTD quarterly conference call comments on inflation in click bid fees for paid search at Google, and declining effectiveness of paid search for driving business to their sites.
  (tags: google bluenile ftd paidsearch advertising auction marketing business strategy investing)
• Internet Outsider: Blue Nile Disses Search; Evidence Mounting
  Henry Blogdet with a little more on Blue Nile, FTD conference call comments on increasing per-click costs and shift away from paid search due to decreasing effectiveness.
  (tags: google bluenile ftd paidsearch advertising marketing internet business investing)
• Kumquat Computer PH Invert Parody Humor Comedy
  Corporate business humor, loosely inspired by misadventures at Hewlett-Packard and other large companies.
  (tags: humor business consulting management culture hp)

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