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Submitted by Scott Cleland on Fri, 2007-04-20 09:45
Google turned in another awe-inspring financial performance in 1Q07. Pick your news report for the basics. All you need to know is revenue growth was up 63%. Wow!
Let me translate some of the earnings call:
Submitted by Scott Cleland on Thu, 2007-04-19 10:25
Given my recent 10-page white paper which analyzes the antitrust and competitive implications of the Google-DoubleClick merger, I thought it would be helpful public service to pose some questions that reporters/analysts consider asking Google's CEO Mr. Schmidt on Google's earnings call.
Submitted by Scott Cleland on Wed, 2007-04-18 10:42
After almost a year of opposing quotes in articles on net neutrality, the NAM weekly radio show/podcast on business, finally afforded me the opportunity to debate Craig Newmark, the famous founder of Craig's List, one-on-one live.While
I said I was happy to discuss my current and past views with him because it was a tacit concession by him that the net neutrality side of the debate cannot win this debate on the merits and that their best chance is attacks on me as a leading spokesperson for the broadband sector on why the Internet should not be regulated.
Submitted by Scott Cleland on Tue, 2007-04-17 19:07
The people who still argue that the Internet is "neutral" have some explaining to do.
I feel kinda bad that all those well-intentioned people that fell for the original slogan of "net neutrality" were suckered into assuming the Internet was "neutral" and needed to stay that way.
Submitted by Scott Cleland on Tue, 2007-04-17 11:01
Today's WSJ editorial page hits the free-market nail on the head once again in its lead editorial: "The Spectrum Game"; it's about the FCC's upcoming decision on how to auction the 700 MHz of spectrum that is considered by the market to be "the Riviera beachfront property" of all spectrum potentially available.
WSJ understands this is the most valuable spectrum the FCC has ever auctioned.
I hope the FCC is wise enough to see through this net neutrality spectrum scam, and not effectively bypass Congress' authority by effectively legislating corporate spectrum entitlements unauthorized by Congress.
To guard against charges that there is an-under-the-table transfer of billions of dollars due the American taxpayer under the law, the FCC needs to be completely transparent and upfront about the implications their decisions have on auction proceeds.
Submitted by Scott Cleland on Mon, 2007-04-16 13:59
The news of Google acquiring Double-Click prompted me to spend a good part of my weekend analyzing the competitive implications of this seminal proposed acquisition for the future of the Internet.
My analysis focused on answering the following key questions of interest:
Summary of my conclusions:
Submitted by Scott Cleland on Sun, 2007-04-15 15:45
It seems that having ~90% gross proift margins, a $145b market capitalization, and one of the highest-flying stocks in the market is just not enough resources for Google.
Not surprisingly, Google CEO Eric Schimdt's has come up with yet another creative new answer for who should pay for upgrading Internet capacity for video -- the American taxpayer! Certainly not Google!
Cost avoidance and sticking it to the taxpayer is part of a pattern for Google.
Submitted by Scott Cleland on Fri, 2007-04-13 12:52
MultiChannel News has a great write up of a tough speech on net neutrality by David Cohen, Executive Vice President of Comcast.
Kudos to Mr. Cohen for taking the gloves off and saying what needs to be said.
Submitted by Scott Cleland on Thu, 2007-04-12 14:11
As we recently modified and updated the Netcompetition website to make it even easier to use and work with, we decided to take the little ant fable flash on net neutrality we produced, and that has been exclusively on our site for awhile, and post it to YouTube in order to broaden the audience.
It's only a 1 minute 40 second flash.
Submitted by Scott Cleland on Thu, 2007-04-12 13:52
The bottom line here is that net neutrality is all about unsubstantiated allegations of problems.