David Tsao

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    • Microsoft and Yahoo: The Deal That Wasn’t Meant to Be, For Now
      Microsoft did the right thing. They already have enough strategic things to focus on. MSFT has always been a company to chase and come in late to the game (IE over Netscape, Excel over Lotus, etc.) and has done well. With respect to their search advertising business and content in general this is something I have a hard time believing will ever materialize into a revenue generating machine. Content/Ads are not at Microsoft's core. This was evident with their recent MSN/Ad chief leaving the company (Joanne Bradford). MAdison Avenue graduates, and Engineers don't mix very well.

      This type of mix seems to have also plagued Yahoo. Troubles were brewing long ago, if you happened to read the "Peant Butter Manifesto". A great read by the way.
      paul.kedrosky.com/arch...

      So the question now is how does Google continue to breed the Marketing/Engineering mix so well given their massive growth? Most of Google's applications bleed engineering talent, with Marketing initiatives taking a back seat (at least that is what I perceive). At some point the company will experience the law of "too many people" competing agendas, egos and the like can derail any organization, and surely will surface if not already within Google. The company's CEO (Eric Schmidt) made a slight mention of this challenge on a CNBC interview last night about "managing the creative process"
      www.cnbc.com/id/243873.../

      That's a fancy sentence for, "I have so many smart people, and some of them simply hate each other"
      May 05 09:34 am |Rating: 0 0 |Link to Comment |View article
    • Is the New Generation of Financial Content an Opportunity or Threat for Investor Relations?
      Regarding the concern that some IR and investors have about Seeking Alpha's content, over time content from respected and objective authors rise to the top, while garbage sinks. As SA pushes to for massive readership, the community in theory will be self-governing.
      Mar 26 13:40 pm |Rating: 0 0 |Link to Comment |View article
    • What If Banner Advertising Doesn't Work?
      There is a proper way to do this, and the wrong way. If it is relevant to the web site property domain (ex. Nike shoes on nba.com) then you have a higher probability of click through and possibly sales conversion. Dancing figurines advertising how to refinance your life don't count.

      With regards to search/advertising, try wsj.com for a bad implementation of it. Use your laptop (14 or 15 inch screen) and try to do an article search. Tell me what you see? I emailed wsj.com about this because it is disruptive to my search experience when I am forced to view 3 sponsored ads on the top 3/4 of my monitor. Search results show up in the bottom 1/4 sliver.
      Mar 18 16:29 pm |Rating: 0 0 |Link to Comment |View article
    • Micro-Hoo!™: Desktop vs. Internet
      Everything taken with a grain of salt... Barry's take on people using their hotmail account for garbage, rings true for me. I thought that was funny.
      Feb 04 18:36 pm |Rating: 0 0 |Link to Comment |View article

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