Archive for October, 2006

Eventually, the sale price will come out… but in the meantime, everyone is guessing that Conde Net paid anywhere from $10M to $65M for the Boston-based company.
All right, let’s get one thing straight: if CondeNet paid $65M for the company, I am shorting every single Web stock out there (starting with Google) cause indeed we are […]

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Posted By: Ashkan Karbasfrooshan | Oct 31st

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Interesting to see Michael Arrington of Tech Crunch mention that the Reddit founders claim traffic of 70k uniques & 700k page views per day… while Alexa ranks the site at 942.
I worked for a site whose internal log stats pegged its traffic at 500,000 uniques per day and some 1.5M pageviews… and it was ranked […]

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Posted By: Ashkan Karbasfrooshan | Oct 31st

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I was thinking of writing this tomorrow with full stats from October and all, but today is the last day of October (that explains the costumes…) and writing about this in November is not my style.  It’s nice to celebrate for a moment and then set greater goals for November and December. 
Besides, it’s not like […]

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Posted By: Ashkan Karbasfrooshan | Oct 31st

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Fascinating to see how much competition helps innovation and quality.  Here is what MSFT is doing to strike back at Google who is trying to fight MSFT on its turf.
 

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Posted By: Ashkan Karbasfrooshan | Oct 31st

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The legend that was Napster, written by someone who was there in 2000.

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Posted By: Ashkan Karbasfrooshan | Oct 31st

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Interesting checklist, read it here on Don Dodge’s Blog.

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Posted By: Ashkan Karbasfrooshan | Oct 31st

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When you think M&A, think one thing: In the hands of the right parent, any acquired company can harm its larger competitor.  Obviously, it’s also true that in the hands of the wrong parent, a market leader can lose to a second place competitor.
CondeNet just bought Reddit, the price is not being disclosed (for our […]

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Posted By: Ashkan Karbasfrooshan | Oct 31st

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Acquiring Jotspot makes a lot of sense for a company that is trying to both build up its lead in search and catch up Microsoft in productivity systems.  Offering browsers an opportunity to collaborate on Word documents and Excel spreadsheets is an important way to get people to turn off MSFT and tune out Office, […]

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Posted By: Ashkan Karbasfrooshan | Oct 31st

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I came across an interesting stat that Wikipedia pops up amongst the Top 10 results on:
- Google 81% of the time;
- Yahoo’s 77% of the time;
- MSN’s just 38% of the time.
In our earlier analysis on Wikipedia.org’s potential valuation if it were a for-profit, ad-supported entity, we outlined that Wikipedia.org gets a lot of incoming links by […]

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Posted By: Ashkan Karbasfrooshan | Oct 31st

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Google commands 50% of the market share in the search space compared to MSN who gets less than 10%.  Between the two is Yahoo! at 30% (I own shares in Yahoo!). 
It’s no wonder that Google wants MSFT to ensure computer users and browsers are not automatically sent to MSN Search when they turn on their PCs and laptops:
The search […]

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Posted By: Ashkan Karbasfrooshan | Oct 31st

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