Comments on: A Bubble Watcher Watches Google – New York Times http://thebankwatch.com/2006/12/03/a-bubble-watcher-watches-google-new-york-times/ Tracking the evolution of financial institutions Mon, 13 Feb 2012 00:48:52 +0000 hourly 1 http://wordpress.com/ By: Marc Hedlund http://thebankwatch.com/2006/12/03/a-bubble-watcher-watches-google-new-york-times/#comment-4262 Tue, 05 Dec 2006 02:37:52 +0000 http://bankwatch.wordpress.com/2006/12/03/a-bubble-watcher-watches-google-new-york-times/#comment-4262 Yeah, I agree with Colin. There are certainly companies that are looking for a quick buyout, and a change in the advertising market may affect their exit plans, but there are also companies (speaking for Wesabe, we’re defintely hoping to be one of them) looking to build a solid business, not a quick flip at all.

]]> By: Colin http://thebankwatch.com/2006/12/03/a-bubble-watcher-watches-google-new-york-times/#comment-4253 Mon, 04 Dec 2006 22:54:32 +0000 http://bankwatch.wordpress.com/2006/12/03/a-bubble-watcher-watches-google-new-york-times/#comment-4253 Otto … I agree with you, and I believe your point validates the first part of Daves argument.
What I specifically took issue with, was the second comment:

“When Google crashes that’s the end of that, no more wave to ride, no more aftermarket, Bubble Burst 2.0″

I don’t believe the current trend into Web applications is driven by anticipated aftermarket/ takeout from purchase by Google in the same way that Web 1.0 takeout was driven by buyout from Microsoft, or blind hope with VC instant millionaires.

I see a more practical idealism, reflected in a terrifically improved user interface using ajax and flash, combined with genuine utility, in things like microformats, OpenId, applied social networks such as Wesabe etc.

Note the relative silence of VC’s this time around.

]]> By: ian holsman http://thebankwatch.com/2006/12/03/a-bubble-watcher-watches-google-new-york-times/#comment-4249 Mon, 04 Dec 2006 21:03:26 +0000 http://bankwatch.wordpress.com/2006/12/03/a-bubble-watcher-watches-google-new-york-times/#comment-4249 Otto,

google’s adsense is easily replaceable with competing services from yahoo and ebay. The issue is more with the global advertising spend. if it decreases, then companies will have less to play with.

Does this represent a problem for internet advertisers? yes, but I’d posit that they will be the last media to be affected, as marketers can get a direct ROI from their ad-campaign on the individual level from adsense. (eg. user saw ad/clicked ad.. user bought something in 2 weeks time)

]]> By: Otto http://thebankwatch.com/2006/12/03/a-bubble-watcher-watches-google-new-york-times/#comment-4244 Mon, 04 Dec 2006 19:25:48 +0000 http://bankwatch.wordpress.com/2006/12/03/a-bubble-watcher-watches-google-new-york-times/#comment-4244 I think the point Dave was trying to make is that there are a lot of businesses riding on Google’s AdSense to make money. And when Google struggles because they only have one revenue source, those other sites will struggle.

Outside of advertising, how does Google make money? Gmail is free, Google Calendar is free, Spreadsheets, free. Google sells some applicances (I have a Google Mini is one of my racks), but that won’t support the food chain as it stands today.

Do I completely agree with Dave Winer, not really, but there is part truth here and there.

]]> By: Nishad http://thebankwatch.com/2006/12/03/a-bubble-watcher-watches-google-new-york-times/#comment-4231 Mon, 04 Dec 2006 14:39:56 +0000 http://bankwatch.wordpress.com/2006/12/03/a-bubble-watcher-watches-google-new-york-times/#comment-4231 Colin, I think your point is extremely important

]]> By: I agree with bankwatch http://thebankwatch.com/2006/12/03/a-bubble-watcher-watches-google-new-york-times/#comment-4221 Mon, 04 Dec 2006 07:07:38 +0000 http://bankwatch.wordpress.com/2006/12/03/a-bubble-watcher-watches-google-new-york-times/#comment-4221 [...] Colin on Bankwatch takes issue with winer’s latest post about google [...]

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