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Netflix Is Spending Itself Into a Future It Can't Afford
Rocco Pendola submits:Now judge judge I had debts no honest man could payThe bank was holdin' my mortgage and they was takin' my house awayNow I ain't sayin' that makes me an innocent manBut it was...
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Pandora Cranks Up the Growth Machine, But Is It Sustainable?
Rocco Pendola submits:The updated numbers Pandora provided this week in its latest SEC filing should impress even the Internet radio leader's most ardent naysayers. While Pandora's financial position...
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Acme Packet: The Ghost in the Machine
Ted Stamas submits:To call Acme Packet's (APKT) 25 fold rise the last two years parabolic would be an understatement. It's been more like a vertical lift-off starting at $3/share in early 2009 and...
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Yahoo Making Moves With Local Marketing
Trefis submits: Although Yahoo (YHOO) has not been able to catch up with the overall online advertising growth, this has not deterred the company from experimenting with growth areas. In the online...
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Expedia to Spin Off TripAdvisor in Q3
TechCrunch submits: By Leena RaoTravel search and booking giant Expedia (EXPE) is spinning off trip reviews site TripAdvisor as a public company. In a release, Expedia said that its Board of Directors...
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Epiq's Expensive E-Discovery Deal
The 451 Group: Inorganic Growth submits: By Brenon DalyAnnouncing the largest e-discovery deal in some three-and-a-half years, Epiq Systems (EPIQ) said earlier this week that it will borrow $100m to...
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To Figure Out Google's Priorities, Just Look at Team Larry
Erick Schonfeld submits: When Larry Page accepted the resignation of senior VP of product Jonathan Rosenberg on Monday, that was just the beginning of a shakeup in the top ranks of Google (GOOG). Page...
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Internet Stocks Trade: Long China, Short U.S.
Intelligent Speculator submits: In 2009, many of my most successful trades as well as my top pick from the stock picks competition were Chinese tech stocks and after a difficult 2010 year for most of...
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YouTube Gets Into Live Streaming, Albeit Carefully
TechCrunch submits: By Robin WautersGoogle’s (GOOG) online video giant YouTube this morning announced that it is getting into the live streaming business, a move that has long been rumored but hasn’t...
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Expedia Moves to Spin Off TripAdvisor
New Finance submits: I’ve covered Expedia (EXPE) recently and maintain that it's a cheaply valued company with strong brands and significant upsidfe. Yesterday Expedia laid out a preliminary plan to...
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House Votes Against FCC Net Neutrality Regulation
TechCrunch submits: By Alexia Tsotsisphoto © 2007 Francisco Daum | more info (via: Wylio) Last December the FCC approved its“Preserving the Open Internet” regulation to entirely ban blocking of...
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Air Travel Bookings Add Little to Priceline
Trefis submits: Though Priceline (NASDAQ:PCLN) is one of the few names people think for online travel services along with competitors Expedia (NASDAQ;EXPE), Travelocity, and Orbitz (NASDAQ:OWW), air...
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Fidelity Dumps Netflix Shares: What's Next?
Rocco Pendola submits:"Someday we'll look back on this and it will all seem funny..."-Bruce Springsteen, RosalitaWe're not only living through a paradigm shift vis-a-vis how we consume and share...
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Is Yahoo a Hidden Gem?
Michael Bryant submits:Yahoo (YHOO), once a leading internet search engine, has lost a lot of luster to competitor Google (GOOG).Another competitor, Microsoft (MSFT), considered buying YHOO for $44.6...
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Google May Be the Next Big Player in the Online Reservations Space
Fund Manager submits:"There are no limits under this agreement as to what the company can do in travel search" -- Google spokesman Adam Kovacevich. On Friday, the U.S. Dept of Injustice “allowed”Google...
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Netflix: Expecting Higher Near-Term Volatility Into Earnings
Richard Bloch submits:Although I don’t have a position in Netflix (NFLX), I have been watching how the options have been trading in advance of the company’s next earnings announcement on April...
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Baidu vs. Yahoo: Sell the Bubble, Buy the Bargain
Mark Krieger submits:BIDU is on one gargantuan roll. Its stock has soared over 11 fold in less than two years, and its earnings are expected to grow 64% in 2011 (from $1.53 to $2.51) (forward P/E of...
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AT&T Rolls Out Digby-Powered Mobile Commerce Software
ETF Prophet submits: By Leena RaoAT&T (T) has suddenly realized the power of mobile commerce, most recently partnering with with Placecast to deliver special offers and discounts to consumers via...
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Music Streaming: A Skirmish in the Battle to Dominate Cloud-Based Computing
Money Morning submits: By David ZeilerCloud-based computing is shaping up to be a major battleground in the U.S. high-tech sector for the rest of this year, as companies compete to deliver such...
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Reported Facebook/Baidu Deal Puts Pressure on Sina
Trader Mark submits:Sina.com (SINA) is showing the first weakness in a while, on reports Facebook is entering China via a partnership with Baidu (BIDU). That said, after the initial (over)reaction...
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