November 3, 2007
Long Clean (Google), Short Clutter (Yahoo)
Here’s a nice retrospective look at Yahoo’s homepage versus Google’s, 1996-2005.
And here’s how YHOO’s stock price has performed relative to GOOG’s (since Google came public in August 2004). This is a comparison I’ve long liked to make — June 20, 2007 | October 11, 2006.
Cat: | Time: 11:35 pm (utc+8)
November 4th, 2007 at 9:11 am
I always love when you show the Goog/Yhoo chart.
Thx.
November 4th, 2007 at 9:31 am
One Way: I know you do. ;-) And that graphic of the ever-more-cluttered Yahoo over time is a beautiful complement to the ratio chart.
November 4th, 2007 at 11:27 am
thats awesome.
also a lot of truth, mainly about the model though
November 4th, 2007 at 11:46 am
[…] The Chairman has the perfect stock post that sums up the shitkicking Google has laid on Yahoo since it came public in 2004. […]
November 5th, 2007 at 8:42 pm
And since past performance is damn near irrelevant for future returns, what is your point?
November 6th, 2007 at 9:47 am
skeptic: The point is the trend is your friend.
November 8th, 2007 at 9:18 am
Maybe GOOG left the front page sparse because no one had any ideas on what to put there. One trick ponies aren’t noted for their multi faceted talents.
November 8th, 2007 at 9:24 am
Donk: If GOOG is a one-trick pony, it has a pretty good trick! ;-) I used to use Yahoo mail, now use Gmail (better); used to use Yahoo maps, now use Google maps (better); used to use Yahoo Messenger, now use Gchat (better); used to use Yahoo finance exclusively; now find myself using Google finance more and more. Do you note a trend here? Maybe one day my start page will move from MyYahoo! but old habits die hard (obviously).
November 9th, 2007 at 12:45 am
It is a good trick. Badwords/Badsense is a black box…much like an insurance company. Not making enough money? Tweak it a little and presto! Profit is right where you want it.
Would you enter into a business relationship where you didn’t know what your cut was? That’s exactly what Badsense people do.
Would you advertise on a per click basis without knowing ecactly what you were paying for in terms of position over the next guy? That’s exactly what Badwords people are doing.
So you see, GOOG has the perfect cash cow…much like an insurance company but without the risk. Need more profit? Take a little from Badsense…they’ll never know.
If you believe GOOG is anything but another monopolistic corporation that makes MSFT look like tinkerbell…then you’ll fit right in in North Korea and their “Dear Leader”. ;)