Archive for May 8th, 2009

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Big drop in Google market cap expectations

May 8, 2009

It wasn’t far back when Google was expected to hit $500B in market cap!

At the end of 2009, Microsoft would have a market value of about $405 billion and Google’s market capitalization would be roughly $370 billion. So Google would surpass Microsoft sometime in 2010. If its stock kept appreciating at a 34 percent clip annually compared to Microsoft’s 12.5 percent, Google would finish 2010 with a market value of nearly half a trillion dollars while Microsoft would have a market cap of about $456 billion.

Why does the market have to get in the way of market cap expectations?

Analyst: Google Will Be Worth $200 Billion In A Year

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The new radio vs. old radio

May 8, 2009

Old radio is imploding:

Drowning under massive debt and desperate to cut more costs, Clear Channel took an ax to its payroll — again — and hacked hundreds of radio pros out the door. Program directors, morning show hosts, production pros, news anchors — all of them tossed over the side. A “bloodbath,” one newspaper called it.

New radio is selling music:

The iPhone Is Accelerating Music Sales For Pandora

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TechCrunch on how Fortune, Forbes and BusinessWeek can save themselves

May 8, 2009
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Summary of Q&A with Larry Ellison about Sun acquisition

May 8, 2009

Summary: We want to be like Apple

.. companies like Apple and Cisco enjoy very high-margins ..
.. That’s why Apple’s iPhone is so much better than Microsoft phones ..
.. Even Apple is designing its own chips these days. ..

It’s not a bad objective for a database company.