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| 11/22 |
| 2013/1/22-2/19 [Computer/Companies/Google, Industry/SiliconValley] UID:54584 Activity:nil |
1/22 Google, again:
http://www.slate.com/articles/technology/technology/2013/01/google_people_operations_the_secrets_of_the_world_s_most_scientific_human.single.html |
| 2012/12/10-18 [Computer/Companies/Google] UID:54553 Activity:nil |
12/10 Biggest Google outage ever?
http://www.theatlanticwire.com/technology/2012/12/why-gmail-chrome-and-drive-went-down-today/59822 |
| 2012/1/18-2/14 [Computer/Companies/Google] UID:54292 Activity:nil |
1/18 Shit Murdock Says:
1/14 So Obama has thrown in his lot with Silicon Valley paymasters
who threaten allsoftware creators with piracy, plain thievery. -
1/14 Piracy leader is Google who streams movies free, sells advts
around them.No wonder pouring millions into lobbying.
1/15 Just been to google search for mission impossible. Wow, several
sites offering free links.I rest my case.
1/15 Sure misunderstand many things, but not plain stealing.
Incidentally google blocks many other undesirable things.
1/16 More pirates.Whole entertainment ind employs 2.2 million ave
salary 65 g. Good jobs and expanding foreign earnings. Made in
America, too!
\_ Hey don't knock the Smartest Conservative on The Planet. |
| 2012/1/14-2/14 [Computer/Companies/Google] UID:54288 Activity:nil |
1/14 Google steals from Kenyans:
http://preview.tinyurl.com/7z2p8v9 [ars] |
| 2011/8/19-27 [Computer/Companies/Google] UID:54169 Activity:nil |
8/19 Is there such a thing as a IMAP->POP proxy? I want to use Gmail on
a server that only supports IMAP, and Gmail only connects to POP. |
| 2010/8/10-9/7 [Computer/Companies/Google] UID:53919 Activity:nil |
8/10 http://www.businessinsider.com/google-puts-wave-out-of-its-misery-2010-8 Google Wave No More. The people who worked on it were pretty smart. They wrote up a super awesome OKR with extremely low bar as a measure of success, exceeded everyone's expectations by going above those bars, and got big fat bonuses and promotions as a result of their planning. Brilliant. \_ How big a bonus are we talking about here? Did they get a founder's award? \_ GOOG has a lot of smart people. Wake me when they do anything of note outside of their search engine service/Ad Sense. \_ I assume you are not including buying up notable services like grand central -> google voice. \_ Buying a product shows some business acumen, but not much engineering acumen. \_ Buying a product, improving it and integrating it into your suite requires possibly more engineering acumen than building it yourself. Google does this all the time, with Google Docs being the best example. -tom \_ No, because if it was harder to integrate than build they wouldn't have spent money buying it. The idea is that it saved money to buy it rather than build it (if they even had the idea to begin with). This is a good business strategy that companies like Cisco use, but it's kind of sad that Google can't originate and develop ideas on their own given the engineering talent they seem to have. There is something dysfunctional there. Maybe it's management. Maybe it's culture. Maybe they are already too big, fat, and lazy. I leave speculation as an exercise to the reader. \_ Companies routinely underestimate the difficulty in integrating software components from different development trees; anyone who's used an "integrated suite" like LANDesk or Oracle Communications Suite can attest. Cisco has a lot of engineering talent, too. Maybe the dysfunctional thing is you. -tom \_ It is harder by far to maintain someone elses code base than to write it yourself.* And harder to frankenstien together systems that are working, reliable and secure from seperate components, To put it like this, companies pay top dollars to coders and sysadmins for integration, not for DIY cowboy setups. * imagine also if all you have is an existing binary and some sparse docs on how it works, or an existing company system setup where all the admins who have set it up have long gone \_ Does this mean I should cover my short now? - short GOOG at $100 guy |
| 11/22 |
| 2010/8/2-25 [Computer/Companies/Google] UID:53906 Activity:nil |
8/2 Ex-CSUA-er piaw gives advice to Nooglers:
http://piaw.blogspot.com/2010/08/tips-for-noogler-engineers.html |
| 2010/4/30-5/10 [Computer/Companies/Google] UID:53811 Activity:nil |
4/28 Since when did gmail turn into "googlemail" (mod .com)?
\_ Since you started accessing it from the UK or Germany? |
| 2010/3/3-12 [Computer/Companies/Google] UID:53740 Activity:nil |
3/3 Bad joke from Google:
http://www.google.com/tisp/install.html
\_ This is several years old. |
| 2010/2/3-8 [Computer/Companies/Google] UID:53686 Activity:nil |
2/3 http://finance.yahoo.com/news/PreIPO-Googler-Says-The-siliconalley-273374665.html?x=0&.v=3 DoubleClick and Google, a sad marriage. |
| 2010/2/1-3/4 [Computer/Companies/Google] UID:53682 Activity:low |
2/1 http://bentilly.blogspot.com/2010/01/things-ive-learned-at-google.html At Google, a bright young man can feel... pathetically average. \_ dumbshit is blogging in a google property, he's not long for this world \_ At Caltech, I felt pretty average. This was a big shock for a small town boy who had always been the brightest in the class. -ausman \_ small town boy + bright = oxymoron. You're never bright if all you interacted were hicks like you. \_ What this really shows is that you're prejudiced. were you beaten and sodomized by rural folk while on a country holiday? \_ I know this might surprise you, but there are libraries even in small towns. And the public school teachers are in general even better. \_ of course it surprises him, he doesn't even know how to use a preposition. \_ History contradicts you. Newton was a small town boy. \_ if you were truely average you would have graduated from Caltech like the rest of the average Caltech graduates. Sorry you were begging to be made fun of :) \_ True enough, though the graduation rate during my era was something like 65%. I was definitely below average in my work ethic. \_ Simply put, you're bottom 35%, hence well below average. Yes, blame it on your work ethic. I could have gone to MIT too had it not been for my work ethic in high school, and that hot chick in my class really distracted me. It's all her fault. \_ you're an idiot. \_ You should have gone to Caltech instead, there would have been no hot chick to distract you. \_ naw, I'd either turn gay or be too depressed -pp \_ you get that at cal too \_ No, not for me, but I had already gotten the Caltech shock, so it wasn't anything new. There are plenty of smart people at Cal, but the top 25% at UCB is about as smart as the whole class at Caltech. \_ Does Caltech have no Affirmitive Action? \_ it's a private school \_ cal didn't bother me, but Naval Post Graduate school gave me that shock. Those guys are really on the ball and hella disciplined. \_ What, we have a military officer who uses the motd? |
| 2010/1/12-29 [Computer/Companies/Google] UID:53629 Activity:nil |
1/12 "E-mail leak has Google threatening to leave China"
http://news.yahoo.com/s/ap/20100112/ap_on_hi_te/us_tec_google_china
Hail Google!
\_ No you fuck tard. Let's see a more accurate timeline:
2005 Google decides to deal with China. Public response: "Oh no
they're doing evil! But it's ok, Google is such a good company
they'll do a good job dealing with evil. Besides, if they don't
do it, other companies will do it too, and we should just be
thankful that Google is doing it. Hail Google!"
2010 Google decides to quit doing evil deeds for China. Public
response: "See, everything Google does is good. Hail Google!"
\_ Are you "short GOOG at 100" guy?
\_ When do you think I should cover my short?
\_ Did you forget that people usually forget about the past?
\_ e.g. Mel Gibson handing out awards in Hollywood this year
and just 3 years ago he was ranting about the Jews.
I think 3 years is when people forget things happening.
\_ I bet .cn just sniffed GOOG's GFS while in Beijing |
| 2010/1/11-25 [Computer/Companies/Google] UID:53624 Activity:nil |
12/9 I just tried Google Voice/Grand Central. International call.
I love the Google zippy UIs, but quality-wise, it sounds like
1940s phone. You know, you're talking through a tin-can
and you can barely hear the other person pronunciate. Is this
a well known problem of Google Voice?
\_ Depends on the country. Places like Japan don't have the best
connection, but I haven't had issues with domestic calls. |
| 2009/12/9-26 [Computer/Companies/Google] UID:53584 Activity:nil |
12/8 http://www.youtube.com/watch?v=lh05evKjD4g |
| 2009/12/7-26 [Computer/Companies/Google] UID:53575 Activity:nil |
12/7 Once again, GOOG>AAPL.
\_ why?
\_ Are you referring to the stocks or the companies?
\_ Blue horseshoe says buy silver.
\_ Srsly lets have a real futures discussion again.
\_ nice advert. succinct. Altho derivative of Coke>Pepsi tho. |
| 2009/12/3-26 [Computer/Companies/Google] UID:53563 Activity:nil |
12/2 Google launches its own DNS. Google Public DNS:
http://code.google.com/speed/public-dns
8.8.8.8 and 8.8.4.4
Kick ass!
\_ http://radoff.com/blog/2009/12/07/google-dns-benchmarking-and-rationale
\_ I get 1.7ms pings to 4.2.2.2 and 23ms pings to 8.8.8.8.
BBN Planet/GTE Internetworking/Verizon is 10x faster.
\_ Um, my ping to 4.2.2.4 and OpenDNS are 1/2 of what I
get from ping to GoogleDNS. I'm not impressed so far.
\_ what PP said. also I get much better ping to http://www.google.com
than this. "From your browser, type in a fixed IP address. You
can use <DEAD>18.62.1.6<DEAD> (which points to the website
<DEAD>eecs.mit.edu<DEAD> as the URL*." -- what, google couldn't
come up with its own non-http-virtualhosted IP anywhere for
testing?
\_ It's a day later and the ping rate to Google
is about 1/2 of what it was before. Not bad Google,
you're learning. Keep it up.
\_ not an enormous deal, dns should cache a little locally
\_ I just tried "host -v <host> (4.2.2.4|8.8.8.8)" on
various hosts. It is clear that Google is a lot slower.
Sorry, no deal. Bad Google, bad boy.
\_ give Google a little time to cache the world
/
http://www.huffingtonpost.com/2009/12/07/google-ceo-on-privacy-if_n_383105.html
\_ here:
http://www.wipmania.com/ping/cache/8.8.8.8/?c=f4335d8443172 |
| 2009/11/24-12/6 [Computer/Companies/Google] UID:53543 Activity:nil |
11/23 Google Wave reality: http://www.frkncngz.com/post/243811028 |
| 2009/11/13-30 [Computer/Companies/Google] UID:53525 Activity:nil |
11/13 "The World's Most Powerful People 2009"
http://csua.org/u/pir
Sergey Brin and Larry Page ranked 5th??? Yeah, Google is all powerful
in spreading information and mis-information. But Google, Inc. itself
doesn't sway opinions or anything. It's not like Google selectively
publishes stories or has an editorial like a news media company.
Whereas, for example, one speech from the Pope, ranked 11th, can
change the minds of 1/6th of the world's population.
\_ Yeah, if the Pope says everyone should start fighting the Muslims,
there will be nutcase that actually follow his advice. On the
other hand people usually just laugh and shrug off whatever
Larry and Sergey have to say.
Larry and Sergey have to say. Googlers don't even take these
2 founders seriously. The only real power they have are:
1) getting people to go to TGIF at Building 42 Googleplex
2) making acquisitions
\_ yes Sergey Brin and Larry Page are actually the world's LEAST
powerful people. |
| 2009/10/1-22 [Computer/Companies/Google, Academia/Berkeley/CSUA/Motd] UID:53424 Activity:kinda low |
10/1 google wave is a really fancy version of wall. i can pipe
giant ascii text files through it. my dream has come true.
does anyone remember when jwang made it so if you walled
embedded html tags, it would appear in the csua lwall www page?
google wave is a little better than that. - danh
\_ http://www.techcrunch.com/2009/10/09/google-wave-is-easier-to-understand-than
Google wave is as easy to understand as Sarah Palin
\_ http://whatever.scalzi.com/2009/10/01/google-wave-early-impressions
\_ http://www.techcrunch.com/2009/10/02/video-3-5-of-google-wave-explained
Awesome video what a GWave is.
\_ So is there a crusty csuaer wave?
\_ lets make one when Wave is totally public. Politburo has
successfully driven just about everyone off of soda now through
the VM and security holes. I'm not mad at the VP, I realize school
is time intensive. I like the motd though.
\_ how are you going to ensure that the Google account holder
is also a member of CSUA who signed up before?
\_ No.
\_ My point is there are a bunch of forums out there for
which you don't need to be a member of anything to join.
Most of us are already using some type of forum, whether
it is Yahoo Groups, Google Groups, or some niche
specific groups. What makes motd unique is the
membership where we can participate in some type of
UCB+sysadm+comp sci+social forum. Once you let in
a bunch of random spammers in, then motd will be no
different than a random forum on the internet.
\_ True. I really doubt anyone besides people who
have edited the motd && walled will care. I am not
concerned.
\_ Then you can leave motd and join random forums
already. Good bye. |
| 2009/9/28-10/8 [Computer/Companies/Google] UID:53406 Activity:nil |
9/29 Net Nuetrality For Thee, Not For Me Says Google:
http://tinyurl.com/yaeapjh |
| 2009/9/28-10/8 [Recreation/Dating, Computer/Companies/Google] UID:53405 Activity:nil |
9/27 http://www.youtube.com/watch?v=pG9vYZmoqmg Date an Asian (if you hated Coder Girl, don't waste your time) \_ no comment usually means "blah" \_ Perhaps not safe for work (uses the f-bomb) |
| 2009/9/23-10/5 [Computer/Companies/Google] UID:53391 Activity:nil |
9/23 Anyone from ThirdVoice Third Voice? Read and weep:
http://www.techcrunch.com/2009/09/23/google-steps-where-many-have-stumbled-sidewiki
\_ Thirdvoice is a good example of a cool technology idea ruined by
bad business management. Looks like google may wind up working
around most of what was wrong with ThirdVoice. Time will tell
how it all comes out... -ERic (was there, still have the T-shirts) |
| 2009/9/21-29 [Computer/Companies/Google] UID:53386 Activity:nil |
9/21 http://www.techcrunch.com/2009/09/21/google-is-searching-for-beautiful-minds-but-so-far-no-m-i-t-students-have-broken-its-code If you can figure this out, you may have a future with Google. 8MLDQ6 T UI 6TFML RH AA NRA6Q 8EFL DMQ86II2 O3 2S5J 13JXOJ \_ keywords: MIT Google interview job \_ Assume wrap-around, then if you just count the characters before each space, then you get 617 ... 617 is a Boston number. Hmmm... \_ That's not it. JOBS is your answer. Have fun. \_ What? 62, not 617. \_ It amazes me how much computer job hiring depends on doing puzzles and how little that correlates to actually being a good engineer. -good at puzzles \_ It amazes me how tough some of the algorithmic questions are really tough yet you don't need a lot of brain to do most of the tasks at Google. P.S. having fun with your fucking perf yet? You enjoying bragging^H^H^Hself-assessment to standout to get that EXCEED EXPECTATIONS and to get promoted? -Googler \_ A good company takes a few brilliant minds and leverages their ideas. Too many cooks spoil the soup. You get a lot of second-guessing, overengineering, difficult personalities, and large egos to handle. If you are too successful you also have a lot of brain drain as people leave for things more interesting or to retirement if they have piles of cash. It's much better to have a few brilliant minds and a lot of worker bees. I'm not sure what Google is thinking. It's working so far, but my opinion is that it's in spite of their culture and not because of it. \_ obviously, you never worked at Google -Googler \_ So you think that hiring a lot of brilliant people to do brainless tasks is a winning strategy? \_ Yes, because they all get paid the same anyways, so smart people make less dumb mistakes than dumb ass. P.S. Not everyone at Google is smart. Most of the new hires after 2007 are hired out of desperation as they relaxed the standard substantially. The quality of new hires has gone down by quantum leaps. \_ Ever hear the phrase "too many chiefs, not enough Indians?" Do you think it makes sense to hire a PhD to be the janitor? \_ yes I actually do. No one forced the PhD to eat shit. He/she asked for it, and the company gets a pretty good deal. And BTW, learn to read. I already said most of the new hires post 2007 are (*@&($*#@ Indians. The company nearly doubled between 2007-2009. So yes they're hiring cheaper and dumber. Apparently, you can't read and maybe you should join the Indians. P.S. Not everyone at Google is smart. Most of the new hires after 2007 are hired out of desperation as they relaxed the standard substantially. The quality of new hires has gone down by quantum leaps. \_ They are all just going to get disillusioned and quit, so it is bad for the company to have to be constantly retraining people like that. I bet you are wrong about the salaries, too. \_ I bet everyone is wrong. Google 600!!! |
| 2009/9/20-29 [Computer/Companies/Google] UID:53382 Activity:nil |
9/20 Unemployment Google Map:
http://www.sacbee.com/1098/story/1418076.html
\_ This data is eight months old. |
| 2009/9/9-15 [Computer/Companies/Google] UID:53347 Activity:low |
9/9 I need to set up gruop email for parents of my kid's kindergarten
class. Should I go with Yahoo Groups or Google Groups? Thanks.
\_ Google has a lot of great properties EXCEPT Groups. Google
Groups suck thanks to bureacracy and the inability of the
people who tried to make it better. The management is too
narrowminded and only want OKRs that will make money the
next quarter. Google prefers to buy innovation instead
of doing something inhouse. Don't go for Google Groups.
\_ Thanks. I'll go with Yahoo Groups then. -- OP |
| 2009/9/6-12 [Computer/Companies/Google] UID:53338 Activity:low |
9/5 Step 1: Use Google trends and correlate it with Google finance.
Step 3: Make money!!!
http://www.google.com/finance?q=GOOGLEINDEX_US:RENTAL
\_ Step 2?
\_ Step 2 is "Watch SouthPark" |
| 2009/8/11-14 [Computer/Companies/Google] UID:53264 Activity:nil |
8/10 Google Foreclosure Map:
http://tinyurl.com/nd3vmh |
| 2009/8/3-13 [Computer/Companies/Google, Computer/SW/Security] UID:53230 Activity:high |
8/1 Yahoo to get 88% of the ad revenue in team up with m$. Y!m$,
discuss?
\_ I thought Jerry Yang would never sell!
\_ He's gone, replaced by some broad.
\_ 88% of pittance is still pittance, I don't know how people
think there is money in click through ads. Who clicks on them?
\_ do some math please and come back
\_ so my question is, are you one of these "know everything about
everything without researching it" guys? Because FYI, Google
/ AOL partnership made $678M in ad revenue last year. GOOG
reported $5.54B 2008 Q4 alone. Most of that is click ads!
Are you saying 88% x 678M = 596M is a "pittance" ? And that is
using the AOL numbers, not Yahoo/Microsoft numbers.
\_ It doesn't matter who clicks on them it's like the stock
market, people think other people click on them so they
value the ad space.
\_ So one good paper, story, journal can end all this?
\_ Who watches television or radio ads? One of the things advertisers
\_ My Parents. Your Parents. Your Grand Parents, your neighbors
who didn't go to Cal. Your waiter, the guy delivering your mail
the guy you buy your groceries from, the guy your parents and
grandparents buy your groceries from. As for radio, do any
of your parents drive? I know it is gauche to admit to drive in
Blue Belt Bay Area but in the next county over like vacaville
there are alot of car radios.
\_ You totally missed the point. The fact is that advertisers
only have a very limited way of telling who is listening
to their ads and what the effect is on buying behavior.
They can get much better real statistics online, which
they love.
\_ Is click fraud a problem? Can infact advertising spots
inflate their 'standings' by bots?
\_ Are these all rhetorical questions?
\_ no; how is the problem being addressed? It looks
to me that the same people paying out and taking in
revenue can work the system for fraud. And since
they hold all the logs who would know?
\_ All the big advertisers use third party
verification services, they don't rely on what
the website says is their ads delivered. There
is an ongoing war about click fraud, this
doesn't mean online advertising is dead, there
is bank fraud and perhaps more to the point,
things like Nielsen rating gaming as well.
/
"According to critics, this complex relationship may create a conflict of
interest. For instance, Google loses money to undetected click fraud when
it pays out to the publisher, but it makes more money when it collects fees
from the advertiser. Because of the spread between what Google collects and
what Google pays out, click fraud directly and invisibly profits Google."
\_ Right, so that's why all the newspapers are dying and Google is the
fastest growing big company in the world and advertisings are starting
to throw big bucks to online media. Because it all doesn't work. And
all they really need to do is listen to you to wisen up.
\_ "Property values only keep going up, they'll NEVER come DOWN."
\_ Post your real name so I can taunt you in two years.
Are you GOOG short @ $100/share guy?
\_ I tihnk he's trying to say that if you buy into a bubble you're
just as guilty of the Pass-The-Buck mentality as the countrywide
guys and the mkt mgr funds who invented Toxic Asset Technology.
\_ What bubble? The Internet Bubble? In 2009???
really like about online ads is the fact that they get real metrics. |
| 2009/7/24-8/6 [Computer/Companies/Google, Reference/Religion] UID:53199 Activity:nil |
7/24 Misha Dynin is a Google Reader God. -k
\_ the other XCF guy is with God.
\_ petm, spencer, josh all happily slave away at GOOG still, though
they are long past the stage of actually needing money. tracs
bailed. |
| 2009/7/16-24 [Computer/Companies/Google, Industry/Startup] UID:53147 Activity:nil |
7/16 Twitter plans on 1B users by 2014:
http://www.techcrunch.com/2009/07/16/twitters-internal-strategy-laid-bare-to-be-the-pulse-of-the-planet
\_ Not going to make it. Facebook will, though. |
| 2009/7/13-24 [Recreation/Dating, Computer/Companies/Google] UID:53137 Activity:nil |
7/15 I used Google to find out the city the girl I first had sex with lives
in. Should I move there?
\_ Stalker alert.
\_ what's a city girl? are they a different breed than a suburban girl?
\_ City girls are wilder in bed than suburban girls.
\_ Yes, please. Do it for MOTD! |
| 2009/5/30-6/5 [Computer/Companies/Google, Computer/SW/OS/Windows, Computer/SW] UID:53058 Activity:nil |
5/29 Is there any good software to generate timeline / milestone similar
to the Google timeline?
\_ MS Project? Fastrack? |
| 2009/5/19-26 [Computer/Companies/Google] UID:53016 Activity:nil |
5/18 Google to identify criminals before they commit a crime^H^H^H^^H
employees before they leave:
http://online.wsj.com/article/SB124269038041932531.html
\_ http://business.theatlantic.com/2009/05/google_algorithm_lusts_to_read_its_employees_minds.php
\_ Why would any Googler want to leave? It's the BEST place to
work at. Everyone is happy. NO ONE ever says anything bad about
Google. Those who do, usually don't last long anyways. Here,
drink some coolaide and join the party!
\_ Koolaid
\_ Cuilaid
\_ Googlaid
\_ Go g't laid. |
| 2009/5/4-6 [Computer/Companies/Google] UID:52940 Activity:nil |
5/4 http://torrentfreak.com/google-custom-search-cuts-utorrent-off-090430 "[Google+uTorrent] seems like a win-win situation for everyone, but for reasons unknown, Google no longer allows uTorrent to use the custom search program." Shyeah right, it's win-win for pirates, and "reasons unknown?" Give me a *(#@$ break. \_ pirates? Somali pirates? |
| 2009/4/10-15 [Computer/Companies/Google] UID:52839 Activity:moderate |
4/10 Dang, why did I listen to the "sell GS at $100" guy on the motd?
\_ Because you're an idiot?
Did you also listen to "short GOOG at $100" guy?
\_ It was a trade. I made a ton on it. So did you. Buy and hold
would have you in at 200. I bought GS at below the IPO price,
almost 10 years later. Don't lament good trades. BTW, did you
buy GOOG under 300?
\_ True, I did make money on it, and it might be the only thing
that I made money on last year.
that I made money on last year. I kept buying GOOG all the way
down, my average is about 350. |
| 2009/4/6-13 [Computer/Companies/Google] UID:52810 Activity:low |
4/6 im considering making my Gmail account my default email for
all my online banking stuff and domain registration and bill pay.
Is there any anecdotal evidence of people getting their google
account hacked? After I do this change, Google will basically
own me completely.
\_ http://blogs.computerworld.com/privacy_group_ban_google_services_like_gmail_from_the_cloud |
| 2009/2/16-19 [Computer/Companies/Google, Computer/SW/Security] UID:52582 Activity:kinda low |
2/16 Lea, what does Google security know by now? Should I talk to you
under a different channel? I can either spill my beans on Valleywag
or ask you to just vent for me. Either way, I really need to vent.
If you don't want to help me vent, it's cool. I'll just cross
reference Soda names with Moma. -unhappy borg mon
\_ No one's tracking anyone, no need to get paranoid. I just
meant that there are ways of telling whether someone's a
Googler. Anyway, if you are, then email me at chialea@gmail
or give me a call on my cell. Of course I'll try to help.
- Lea
\_ make sure kchang isn't on the security team
\_ why not? did http://csua.com have a big leak? or is it bc he's crazy?
\_ agreed that kchang is crazy but nickkral is the one on the
security team.
\_ despite what you hear on the wags there are still a lot of
Google loyalists out there. The Google has eyes and ears,
and I'd keep it low unless you want to get fired.
\_ Um, what? can someone fill me in? -t |
| 2009/2/13-16 [Computer/Companies/Google] UID:52574 Activity:high |
2/13 Can someone get Lea Kissner of Google back on motd?
\_ Why don't you try and do this, since you care?
\_ She's married. She's just not that into you.
\_ I just want to thank her for exposing remote office pains
where no one from remote offices dares to say it. You know,
you just can't say anything bad when you're in the system,
so to speak. Conformity means survival and all. I bet
Jeff Dean and Urs would be proud of her observation,
honesty, and transparency. -borg mon
\_ did she echo "SUCK IT!!!!!" | mail -s "YES YOU" staff@google.com
\_ did she echo "SUCK IT!!!!!" | mail -s "YES YOU" \
staff@google.com
\_ No, she said "Ive been told that you guys suck" | mail -s
"management sucks" oc_emg@google.com everyone@google.com
It takes a lot of guts to do that.
\_ I asked for more details but he said "I think she
just bit off a little more than she can chew."
\_ This is the hottest photo ever
http://research.google.com/pubs/people_images/20709.jpg
\_ removed stupid comment. -!Lea
\_ Dude, it was early on my first day of work. Deal. -Lea
\_ OK, I've been invoked. :) I'd like to talk; I didn't think
I said anything particularly revolutionary. Try
chialea@gmail.com. If you're really paranoid, call my cell.
The number's on my work contact page. - Lea of Google
\_ I'd recommend against talking privately with strangers. Anything
you write over email will probably end up on ValleyWag. Either
don't talk about it or might as well talk publicly.
\_ I can verify that someone's a Googler and thus covered
under the same NDA as I am. Security-team knows...
well, not all, but a lot. - Lea |
| 2009/1/22-26 [Computer/Companies/Google, Finance/Investment] UID:52443 Activity:kinda low |
1/22 And that's why you should own GOOG.
\_ Google reported fourth-quarter net income of $382 million, down 68%
from $1.2 billion a year ago.
\_ I don't get it. How can you have 68% down but sales going up
18%? Are they getting more sales but with less money per
transaction?
\_ Profit = (Price - Cost)xQuantity - Fixed Costs
Costs went up?
\_ They wrote down the value of a few investments.
\_ $1.09B
\_ Leaving aside the asset write-down, GOOG had $1.48B
in operational profit for the quarter, up 23% from
last year. In this economy that's amazing. GOOG
is still a frieght train. -tom
\_ I do own GOOG and I am underwater on it even though I bought at
a comparatively low price. Brilliant.
\_ AAPL profits are still growing at an increasing rate.
$2.3B in adjusted net income ($1.61B GAAP profit)
\_ AAPL is another good company to own. |
| 2009/1/18-23 [Computer/Companies/Google] UID:52412 Activity:nil |
1/18 Is it illegal to write on my website for people to click on
the google adsense ads on the sidebar?
\_ Read the ToS before you sign up on AdSense. It is illegal
if you're an employee of Google making over $30/month UNLESS
there is management approval. It is illegal for your web site
to ask people to click on them, and they have an incredible
there is management approval. If you ask people to click on
Ads, your account will be suspended (there's an amazing
filter detecting it). If you're wondering about hosting AdSense
on a school site, you'll need to abide the school's ToS--
Google doesn't care as it is more beneficial for them.
Google doesn't care in this case. |
| 2009/1/18-23 [Computer/Companies/Google] UID:52411 Activity:nil |
1/18 Why I left Google. Real letters from Google HR's collection on
why people left, now leaked on the internet. Learn all that you
want to learn about what it means to be Googly and to fit into
the Googly borg culture. Learn what TGIF and OKR are all about.
ALL the employees seem happy on the surface. But are they really?
Is it a cult? Or it is simply part of the Googly utopia where
nothing is bad, and thou shall not speak ill of anything? Drink
some Goolaid and find out everything you want to know in the
latest addition on TechCrunch. Quick, save it on your
desktop before Google threatens TechCrunch to take it down.
http://www.techcrunch.com/2009/01/18/why-google-employees-quit
http://www.itmilk.com/2009/01/18/a-google-recruiter-that-hates-google-does-this-make-any-sense
\_ I haven't worked for Google or MS, but it seems to me that
most of the letters are complaining about the company not
being perfect; that seems somewhat unreasonable. Am I
missing something here?
\_ People of Silicon Valley migrated to the Promise Land of
\_ People of Silicon Valley flocked to the Promise Land of
Googsreal thinking it's the Land of Milk and Honey...
\_ There are serious issues with Google if you read into it.
It went from an engineering bottom-up product oriented
utopia for engineers to a top-down managed nightmare.
Management is terrible, and the company grew way too fast.
These people joined with great expectations of a good
company only to find that it's becoming yet another big
faceless corporation within a very short time-span.
\_ Ah, that makes more sense. Thank you. |
| 2008/12/11-16 [Computer/Companies/Google, Computer/SW/SpamAssassin] UID:52228 Activity:moderate |
12/11 outgoing email hasnt worked in a few days..
\_ I just sent out some email and it arrived in my gmail account
just fine (in a few minutes even). -ausman
\_ same test but nothing has arrive for days
\_ Try again.
\_ doesnt work.. perhaps only a few users get updated at a
time grouped updates?
\_ Maybe you're blacklisted somewhere. I just tried to a
non-gmail account and it worked fine. -emakrp
\_ gmail thought it was spam. but worked before :/
\- You get your mail on soda? "lulz" |
| 2008/12/3-9 [Computer/Companies/Google] UID:52154 Activity:low |
12/3 How many shares of GOOG do you still hold tom?
http://online.wsj.com/article/SB122826503489174369.html
\_ Not as many as I'd like to. -tom
\_ Good luck. I'm shorting. It's going to drop to 240 before
the end of the year. Good luck tom.
\_ My time horizon is 5+ years. -tom
\_ Cover that short yet? -tom
\_ Tom, are you a physical coward?
\_ He rides a unicycle and also I think he mountain bikes some.
In my opinion I think that disqualifies him from physical
cowardice.
\_ I don't mountain bike, but I mountain unicycle.
But why does it matter? -tom
\_ http://tinyurl.com/5vbo4c
GOOG was three hours from being charged with being a monopoly.
\_ good post. Earth to tom, you still thinking of 5 years?
You seriously think the economy will improve in 5 years
given the fact that we're deep in recession?
\_ I seriously believe that GOOG will do better than the rest
of the economy in the next five years. -tom |
| 2008/11/20-24 [Computer/Companies/Google] UID:52053 Activity:nil |
11/20 Dear Mr. Awsome Day Trader Dude. GOOG is only $270. Should I
buy now? Useful advice needed here. Thank you.
\_ What is your goal? Long-term or quick buck?
\_ how about the answer for both -!op
\_ Much better plays for short-term, but long-term this is a
fair price for GOOG. It should perform as well as the
broad market, if not better. Not a good stock if you want
to make a quick buck, though. |
| 2008/11/14-26 [Computer/Companies/Google] UID:51988 Activity:nil |
11/14 lulz motd google guys involved with google video chat, I am interested
in knowing why you went with a browser plugin, instead of going with
Flash... like every other vid conf guy on the internet. |
| 2008/11/12-26 [Computer/Companies/Google] UID:51951 Activity:nil |
11/13 lulz does google gmail video chat work in linux?
\_ does google video chat work on iphone / g1 ? |
| 2008/11/12-26 [Computer/Companies/Google, Finance/Investment] UID:51948 Activity:low |
11/12 Intel warns. Q4 revenue forecast down 10%. At 1996 levels.
GOOG afterhours at 285. Time to buy?
\_ I think GOOG is a buy under $300 and I bought. --GOOG h8ter
\_ how long are you holding for? will you buy more if it gets
cheaper?
\_ I'll hold until I need the money, however long that
is. I'll buy more if it continues to fall as long as nothing
significant changes with GOOG's business (like a strong new
competitor developing). I'd reconsider buying more shares if
it falls below $200, but I wouldn't sell what I own.
\_ tnx. i am also trying to figure out when to buy in.
\_ Yesterday was a good time. I made 25% today by
buying a favorite daytrading stock near the low and
selling just before close. I wonder who the morons
are who are selling low and buying high?
\_ Please post on the motd when you make your trades,
not the next day. TIA.
\_ GOOG is still low even after today. Buy tomorrow
if it opens the same or down. The philosophy
is simple: Buy low, sell high. I have made a
lot of money the last ~6 weeks using this
simple idea. When strong stocks break 52 week
lows then by all means BUY. A lot of the pain
of the market is behind us. Many stocks are down
50% on the year. They aren't going to fall
another 50% IMO. Only the kooky DOW 5000
people think that and you know what, even if
they are right, I will be there on that DOW
5000 day buying. I am holding very few
positions long and overnight, although GOOG
is one of them. |
| 2008/10/20-22 [Computer/Companies/Google] UID:51593 Activity:kinda low |
10/20 I just got a job at the GOOG, I moved in with a hot 23 year old
who I have witnessed cause traffic accidents from the view of
her butt just walking down the street, and Obama is about to be
\_ YT?
elected El Presidente. Life is good.
\_ shut up Paolo.
\_ ali is that you?
\_ No, definitely paolo.
\_ WHY would anyone want to join GOOG at this time? I mean,
it's a well established company and you're only going to be
a little cog in the big machine, trying to maintain and
fix broken things left by the retired Googlers.
\_ Job security among other things.
\_ Free gourmet lunches. |
| 2008/10/16-20 [Computer/Companies/Google, Industry/SiliconValley] UID:51543 Activity:moderate |
10/16 Google demolishes analyst estimates. Still holds $14B in cash.
Is almost certainly in better shape than the broad market going
forward. -tom
\_ not bad. considering advancers vs. decliners on NYSE was something
like 600 up vs. 2,900 down on a +400 DJIA up day.
like 600 up vs. 2,900 down on a +400 DJIA day.
\_ Are you sure about that? Because everything I own, except for
a few financials, is in the green.
\_ ob great job?
\_ sorry, that site was probably not updating fast enough.
final: 55% advancers to 44% decliners.
\_ So, when is it going back to 700? When is a good time to buy/sell?
\_ if you are looking at a 15+-year timespan, GOOG is probably okay
to buy now as a "growth" part of your portfolio. -!tom
\_ My goal is to buy stocks which are likely to double in the next
5 years. I am confident that GOOG will do that from current
levels, barring a major economic meltdown in the US. -tom
\_ If it doubles it won't even be at its high for the year
so that's not saying much.
\_ if you hadn't noticed, the entire market is down.
\_ And? Point being that doubling from here isn't
exactly hard to do. Almost everything has a good
chance of doubling from here as valuations are
so low right now.
\_ You think so? I think the market is pretty unlikely
to go up for at least the next year and probably
longer than that. Do you think the Dow will be at
18K five years from now? Nasdaq 3500? -tom
\_ Not improbable given that it was at 14K just
within the year.
\_ This puts GOOG P/E at about the right level then.
\_ The right level for what?
\_ For me to buy. I prefer to buy stocks that have a PEG of
1 or less. Since GOOG's growth rate is 26%, and it's P/E
is 23, it is valued about "right".
\_ Growth rate is about 15% going forward from what I've
read. 15% is the company's own internal target. They
may exceed that, but that's gravy. Don't count on 26%
every year going forward.
\_ Where did you read that? I would be amazed if GOOG
published their own internal growth rate targets.
\_ It's a "whisper" number. It's not published.
I read it in an article, but I don't recall
where. Here's one (not the one I read):
http://tinyurl.com/4vidbp
\_ This was make or break for GOOG. If they missed the stock was
going under $300. I was going to buy if that was the case, but
not sure now. So what are they doing with all this money that
they make, anyway? They don't pay a dividend and their margins
are high. Having $14B in the bank isn't necessarily a good
thing. No business ideas at all?!
\_ I guess you should short MSFT, too, they have $43B in the bank.
Google has a ton of business ideas, what rock are you living
under? -tom
\_ I didn't say I would short GOOG, just that having a lot
of cash could mean they are out of ideas. MSFT found
itself in the same situation if you recall and ended up
paying the money out to shareholders, which was a sure sign
they were out of blammo ideas. In case you haven't
noticed, MSFT has traded flat for 7 years now.
\_ They have search. Gmail isn't making money. Neither is
YouTube. What other products do they have? -op
\_ As I have said on the motd many, many times, the fastest
growing part of their company, which is very profitable,
is an ad delivery network called AdSense. This is not
"search". Did you miss this the other three or four times
we had this dicussion? -!Tom
\_ Google Docs and the Android are two obvious examples of
major new products. Not all products have to make
money on their own, if they bring people into the core
business. -tom
\_ Badly MS immitation Google Docs bring people to
search? Really? I didn't know that. Amazing!
\_ Have you even used Google Docs? It's not an
imitation of MS Office, it's a completely
different paradigm for collaborating. The
applications still need some work, but the
paradigm is much, much better than the document-
centric paradigm. That's why all kinds of people
are using it. But anyway, you believe what you
want to believe; there's no incentive for me
to convince you to be less of an idiot. -tom
\_ you still didn't answer me how their superior
product will pull in more revenues when they're
free for starters. And a superior product rarely
means superior revenue. Look at Winblows and
the revenue M$ generates. |
| 2008/10/11-15 [Computer/Companies/Google, Politics] UID:51476 Activity:nil |
10/11 What will GOOG report for earnings next week? Good news?
\_ They will report revenue growth and massive earnings. GOOG is
notoriously and intentionally tight-lipped about guidance, which
means the analyst estimates are all over the place, so it's hard
to say what people would take as good news. A lot more may hinge
on the content of the conference call than on the actual numbers;
everyone knows they're going to report huge earnings. Current
analyst estimates are between 3.7B and 4.16B quarterly revs,
between 4.46 and 5.39/share earnings. Personally I think they'll
have higher revs with in-line earnings: call it $4.5B revs, $5/share
earnings as a guess. I hazard no guess as to what the stock will
do with that information. -tom |
| 2008/10/7-9 [Computer/Companies/Google] UID:51409 Activity:nil |
10/7 Ever Drink and Blog and feel stupid the next morning?
GOOG has the answer:
http://tinyurl.com/3ovvzq
\_ I once txt-ed msgs while I was really really wasted. They were
hilarious -- the English was slightly more coherent than the
average psb wall.
\- you missed the entire era of "drink and su" and "drink and
rwall" --psb |
| 2008/9/29-10/4 [Computer/Companies/Google] UID:51326 Activity:moderate |
9/29 Just six more days like today! -GOOG short $100 guy
\_ It's already half of where it used to be in spite of fanbois
like Tom talking it up like it would be the next GE. BTW, BRK-B
was up today. Very interesting that it's up on a day like today.
\_ GE 52-week high: 42.15. Current: 23.10. -tom
\_ GE market cap = $228.80B. GOOG market cap = $119.80B.
\_ yeah, so? -tom
\_ GOOG's not there yet and probably never will be.
It would not have made sense for GOOG to stay flat
while GE fell in half. GOOG's already
overcapitalized as-is.
\_ By what measure is GOOG overcapitalized? What do
you think a reasonable PE ratio would be for GOOG?
-tom
\_ The same measure that allowed AOL to purchase
Time-Warner only for the company to later
pretend AOL never existed.
\_ That's not an answer. It's not even Eng Time-W\
arner only for the company to later
pretend AOL never existed.
\_ That's not an answer. It's not even English.
What do you think a reasonable PE ratio would
be for GOOG? -tom
\_ What do you think a reasonable market cap
would be for GOOG?
\_ I think GOOG can support a trailing PE
in the neighborhood of 30 and a forward
PE in the neighborhood of 20 for at
least the next two years. How that
translates into market cap will depend
on macroeconomic issues. Google will
still be the dominant internet search
and advertising firm two years from now,
but it will depend on the advertising
market. -tom
market.
Now will you answer the question? -tom
\_ PEG should equal about 1 and it looks
like GOOG growth is down to about 10%,
so P/E should be 10. It is about 3X
overcapitalized then.
\_ Well, if GOOG's growth is really
down to 10%, you might be right.
But in 2007 GOOG made $9.9B,
and it has already made $6.3B in
But in 2007 GOOG made $4.2B,
and it has already made $2.6B in
the first two quarters this year,
so you're off by at least a
factor of two, barring
macroeconomic conditions which
impact Google's growth (and
everyone else's). -tom
\_ What is GOOG's forward growth
rate? I would be surprised if
they grow at even 10% in Q4.
\_ I think it's safe to say
that GOOG's forward growth
rate is higher than the
broad market's. From
06 to 07 earnings grew
by 40%. From 07 to 08
they look likely to grow
by at least 25%. So
by your own measure,
Google is fairly valued.
-tom
\_ (9/30) Damn, it's now up 7.66% so far today. |
| 2008/9/22-24 [Science/Electric, Computer/Companies/Google, Computer/SW/Editors/Vi] UID:51263 Activity:kinda low |
9/22 Gmail's "conversation feature" drives me nuts! Is there a way to
disable that and make Gmail act like every other e-mail client on the
planet? WTF thought this was a nice thing to have on by default?
\_ Umm, why don't you just use another email service then...
\_ Umm, I do, which is how I have something to compare to. I get
mail in at least 4 places only one of which is Gmail. I
rarely use my Gmail account, but I decided to try it again
today just to see how it was running and what features it
has added. I like to stay current with this stuff for the
same reason that people have accounts on flickr, snapfish,
photobucket, and shutterfly. This "feature" of Gmail annoys
the crap out of me.
\_ Well, it is kind of central to their design of the product.
So if you don't like it and can't deal with it, use something
else. This need to "stay current" with different email
services is also somewhat mystifying. Do you like to
"stay current" with different word processors too? I mean,
there is some benefit to being familiar with whatever, but
it seems like there are many more worthwhile things to spend
your time learning.
\_ That's nice. I run Windows, Mac, and Linux but I guess
some people just learn Windows, are happy with it, and
that's that. So, yes, I do use different Word
Processors (OpenOffice and Word), mail clients (Mail.app,
Thunderbird, kmail, and Outlook), etc. You might find
you like to watch TV, golf, or whatever your hobby is
that I find a waste of time. If you learn C++ does
that mean you shouldn't spend time learning Java or ruby
or python or whatever even if it turns out you think the
language sucks once you invested time in it?
\_ So a mail program is like a language? "Keeping
current" with gmail means figuring out all the cool
things they do with javascript. It doesn't mean knowing
how to read your email.
\_ I think you are wrong here. There are features
that can make you more productive if you know
about them. If you know "vi" then why learn
"emacs"? You already know a text editor, right?
\_ If you need to "stay current" with mail readers
you aren't smart enough to stay current. It's
a flipping mail reader. It reads mail. A
moron can figure it out within 10 minutes.
\_ Spoken like someone who doesn't know very much.
"It's a friggin text editor. It edits text. A
moron can figure it out within 10 minutes."
Point here is that you don't know what
features are available until you spend
that 10 (or whatever) minutes trying it out!
\_ You keep that "gmail power user" on your
resume. Let us know how it works for you.
\_ Keep reading your e-mail using PINE and
let me know how it works out for you.
\- what is weird are the people under say 30
who learned vi rather than emacs.
\_ Options -> sign out of chat.
\_ There doesn't seem to be any way to turn it off. It drove
me crazy at first, but now I love it.
\_ Same here. At first I hated it, now using my yahoo account
feels like going back to elm. |
| 2008/9/1-3 [Computer/Companies/Google] UID:51015 Activity:moderate |
9/1 THE GOOG had Scott McCloud do a comic explaining why THE GOOG Chrome
(their open-source webbrowser) is cool. I don't really think it worked
http://blogoscoped.com/google-chrome
\_ Oh boy, it comes with porn mode!
\_ Oh boy, it comes with a porn hider feature!
http://blogoscoped.com/google-chrome/22
\_ Is it 1993? GOOG's killer app is a *browser*?
\_ No. Google's killer app is called "g docs" (writely acquisition)
\_ No. THE GOOG's killer app is called "g docs"
(writely acquisition)
\_ No. THE GOOG's killer app is called "g docs" (writely acquisition)
which is increasing used as a cheap collaborative alternative
to MS Excel/Word/PowerPoint. Chrome is just a vehicle (v8)
for a more pleasant link:docs.google.com experience. Again,
it is not a replacement for MS products, but rather, a superior
*collaborative* alternative. If you need explanation what
that means, you're behind.
\_ So why didn't they work within firefox to do that?
Trying to fragment the browser market even further makes
no sense and puts Google in the wrong market.
no sense and puts THE GOOG in the wrong market.
\_ I'm not sure about that, maybe it's just a beta test idea.
The low level design is pretty different than what Mozilla
is currently doing, maybe they just want to see if it works
better.
\_ who in their right mind would put anything in google docs
that is important?
\_ Every single one of internal Google document is stored
\_ Every single one of internal THE GOOG document is stored
on the same homogenous redundant storage system as the
one everyone else externally is using. So if the storage
system is down, so are all the internal employee
documents. Yeah, Google's done by a bunch of idiots,
documents. Yeah, THE GOOG's done by a bunch of idiots,
they should've just used NFS or something ehhhh???
\_ I cannot understand what you are trying to say, ehhhh?
\_ I've downloaded it and tried it out. It seems fairly nice and
responsive. I wish the tabs were in the usual place though. -op |
| 2008/8/20-26 [Computer/Companies/Google, Recreation/Stripclub] UID:50912 Activity:nil |
8/20 Is it my imagination or it seems like Gmail is getting slower
and slower by the day? Takes friggin' seconds to retrieve any mail.
\_ ObGoogleSucks - GOOG short $100 guy
\_ works fine for me, but my Inbox usually has < 20 e-mails
\_ 30,000 iPhones checking for mail every 15-30 minutes
\_ For some place like google that's not even noticable load.
\_ Except that, apparently, it is.
\_ No, really, if gmail is getting slower it isn't because
of 30k new users.
\_ It's getting faster. and We've Always Been At War With Eastasia. --oj
\_ It's getting faster. and We've Always Been At War With
Eastasia. --oj
\_ Tell us about STRIP CLUBS oj
\_ go to ONE strip club and you're marked for life! though
once a grim hollow looking oj walked right by me on Market
coming out of a strip club. I said hi but he was too lost in
deep contemplation of the human condition (either that or
totally high on horse) to respond.
\_ الله أَكْ! |
| 2008/8/15-18 [Computer/Companies/Google, Industry/Startup] UID:50874 Activity:nil |
8/15 Startups that get bought by Google die.
http://valleywag.com/5037519/6-startups-that-fell-into-googles-black-hole
\_ It looks like most of those were aquired for technology not the
services themselves. The sites died, but the tech lives on. |
| 2008/7/28 [Computer/Companies/Google] UID:50707 Activity:nil 80%like:50703 |
7/28 Time to short Google:
http://preview.tinyurl.com/5d5oyq [info week]
\_ Try comparing search results before you lose your shirt again.
Also, the site is ugly and has serious usability problems (notably
the content frame). -tom
\_ I don't think it's volume that makes Google better. |
| 2008/7/28 [Computer/Companies/Google] UID:50703 Activity:nil 80%like:50707 |
7/28 Time to short Google:
http://www.informationweek.com/news/internet/search/showArticle.jhtml?articleID=209602251
\_ Try comparing search results before you lose your shirt again.
Also, the site is ugly and has serious usability problems (notably
the content frame). -tom |
| 2008/7/17-23 [Computer/Companies/Google] UID:50610 Activity:low |
7/17 GOOG misses. Net income of $3.92/share vs. expectations of $4.00/share.
Earnings up 35% compared to same quarter last year. No guidance on
future earnings as usual. I also heard last week that they are
currently only hiring for essential positions.
\_ Oh fuck, I need to dump GOOG now
\_ They over-hired a bunch of dumb shits. "Essential positions"
means they need to replace super elite programmers who have
been there a while, vested, and are now beginning to jump
off the ship. Read Glassdoor, my negative review is there. -G
\_ There are a 120 reviews there, can you be a little more specific?
\_ Not really, I don't want to give myself away. Hint:
I'm one of the very top reviewers and you won't miss
my entry. Ok bye I think my coworker is watching my
screen. It's like Brady Bunch here, no privacy whatsoever. -G
\_ You gave it 2 bars? Higher than I expected from you...
\_ Great news indeed. Do you think my short is going to be in
the money soon? -GOOG short 100 guy
\_ I shoulda shorted it at 700. But I never short anything, I'm
too scared. |
| 2008/7/1-14 [Computer/Companies/Google] UID:50435 Activity:nil 68%like:50431 |
6/30 Blog: Why I left Google. Politics, underperformance, inefficiencies,
ineffectiveness, and things that are plain stupid.
http://1-800-magic.blogspot.com/2008/06/back-to-microsoft.html
\_ what blog are you getting these links from
\_ I think you've seriously misread this blog post. This guy has no
really valid criticisms of Google, other than things that affect
every workplace (which he admits, after listing a bunch of Google's
virtues). The main thing this douche seems to hate is open source
software.
\_ I wish him well having a great time managing inflicting the next
version of Windows Home Media Time Suck Fest Screw You Consumer
2010. Seriously, he should just shoot himself.
\_ He's got a pretty good point about bugs in Google apps...
\_ The whole article can be summed up with this line: "For me, this
really does make the project less interesting if people are not
willing to pay for it." I don't think this reflects badly on him
or google, they're just a poor match. |
| 2008/7/1 [Computer/SW/OS/Windows, Computer/Companies/Google] UID:50431 Activity:high 68%like:50435 |
6/30 Blog: Why I left Google. Politics, underperformance, infefficiencies,
ineffectiveness, and things that are plain stupid.
http://1-800-magic.blogspot.com/2008/06/back-to-microsoft.html
http://dannythorpe.com/about2
This is the auther of Delphi, Google Gears API, etc etc etc.
\_ he wrote the google gears API and delphi? really? i don't see
that in there.
\_ I think you've seriously misread this blog post. This guy has no
really valid criticisms of Google, other than things that affect
every workplace (which he admits, after listing a bunch of Google's
virtues). The main thing this douche seems to hate is open source
software.
\_ I wish him well having a great time managing inflicting the next
version of Windows Home Media Time Suck Fest Screw You Consumer
2010. Seriously, he should just shoot himself. |
| 2008/6/24-27 [Computer/Companies/Google, Computer/Companies/Yahoo] UID:50360 Activity:nil Cat_by:auto |
6/24 Yahoo vs. Google vs. Bear Sterns employee attrition. Yahoo may be
dying but it's nothing compared to Bear. Google still rocks, so
hold on to their stocks! And if you're leaving Yahoo, there's
a resignation-letter template to use.
http://seekingalpha.com/article/82514-yahoo-google-bear-sterns-the-employee-turnover-perspective?source=yahoo |
| 2008/6/19-23 [Computer/Companies/Google, Industry/Jobs] UID:50310 Activity:nil |
6/19 http://www.techcrunch.com/2008/06/10/at-glassdoor-find-out-how-much-people-really-make-at-google-microsoft-yahoo-and-everywhere-else Google salary sucks. It's nowhere near the $150-$200k/year someone claims on motd. \_ Google has a really nice bonus package. \_ I think this is a Google recruiter http://s3.tinypic.com/23r4bdc.jpg \_ yeah gotta agree there. I know google guys who's yearly bonus is almost my total salary. \_ how typical are your friends @ google? or are you very poorly paid? |
| 2008/6/18-24 [Computer/Companies/Google] UID:50286 Activity:nil |
6/18 "Google pushes a highly "googley" atmosphere, which is something
akin to what the Brady Bunch would be like if they lived in communist
Russia. Everything from the carpet to the bathroom tiles incorporate
the Google colors into its design. People are encouraged to have
googley attitudes, wear plastic smiles, and not to question the
infallible nature of the executive management group. "
Oh so very true. It hurts so much to read this site.
http://www.glassdoor.com/Reviews/Google-Reviews-E9079.htm?reviewId=2382&reviewText=Featured+Review#pageHead |
| 2008/5/12-16 [Computer/Companies/Google] UID:49935 Activity:kinda low |
5/12 Where does Google go next? Yes, it's making gobs of money. Yes, it's
full of smart people. Yes, it's a wonderful place to work. So why
are so many people leaving? By Adam Lashinsky, senior writer
http://money.cnn.com/2008/05/09/technology/where_does_google_go.fortune
\_ Maybe they don't have enough new business plan to require so many
smart people?
\_ It takes an army of PhDs to sell online ads!
\_ Without turnover and recruitment stats, this article doesn't really
say anything. People will always leave companies, no matter how
successful, and "I'm a pre-IPO employee at Google" is a ticket to
anywhere. How does Google's turnover compare with Yahoo's? -tom
\_ Why would you compare Google's turnover to Yahoo's? Even if
it's lower, that doesn't support your implicit thesis that
Google isn't having more turnover than would be "expected",
considering Google is supposed to be more attractive than Yahoo.
\_ Google will ALWAYS out-hire Yahoo, at least those who
are in their 20s, for several reasons. First of all,
it's atmosphere is not too different than Stanford
life. AMAZING FOOD (5 stars), laundry, amazing gym,
car wash, dentist, massage, GAMES GAMES GAMES, and
lots of restless and smart young people who like to
stay late and work on... stuff.
\_ The food is good but it sure as hell isn't 5 stars.
\_ True. They have over 50 cafes in the US (not just
mountain view) but only one of them is 5 star, and
it's not on campus for obvious reasons. Just like
all marketing bullshit like "Hey some of our
merchandize is 50% off!"
\_ ALWAYS is a really long time.
\_ What is the "expected" rate of turnover? Is Google's higher
than that? Is Google's higher than its competitors' (assuming
there are any left?) The article doesn't attempt to get at
meaningful questions; it lists half a dozen context-free
anecdotes. -tom
\_ That's why "expected" is in quotes. No one can give an
absolute "expected" turnover rate for any company, only
some rate relative to its peer group. In particular,
Google's turnover rate compared to Yahoo doesn't support
your argument regardless of which way it goes.
\_ my argument is that the article is crap, and I think
that's pretty obvious. -tom
\_ Okay, so no one need ever write any articles about
Google's hiring practices because they will all
necessarily be unsubstantiated crap.
\_ Nice straw man. *This* article is crap. -tom
\_ Google has always been secretive about things. Did you
expect this guy to give hard numbers on Google's actual
turnover rate compared to previous years? I'm sure he
would if he could. That doesn't mean you can't draw
conclusions based on those things that you can see
(e.g., perhaps a higher rate of turnover among the
executive ranks, which is far more obvious).
\_ Some quotes I picked out:
"They have a fantastic cash cow. They need a goat and a chicken."
"I was surprised by the number of things that were being done
[outside Google by former Google employees] that could have been
done at Google."
\_ What, you think noone outside of Google should write software?
\_ I think it odd that so many people found Google to not
be the environment they wanted to write software in. Why
are the employees with good ideas not sharing them with
Google or, more ominously, why isn't Google recognizing
good ideas?
\_ You find it odd that people who worked for a cool startup
and made a whole bunch of money didn't want to keep
working there once it became large and therefore
different? I would think that would be the expected
behavior. -tom
\_ It's a brain drain, don't you think? That doesn't
concern you as GOOG shareholder? That the people
who helped build GOOG don't want to work there
anymore and took their ideas with them?
\_ Their ideas aren't very important. Goog is
still a 1-idea company and they can buy whatever
other startups these guys start. Those initial
employees were also just random lottery winners
according to the motd and are easily replaced.
\_ The only good ideas in Google are those that make
money. AdWord. AdSense. If it doesn't make money,
it's not a good idea. -X-G
\_ How is that different from every other company
in the United States?
\_ Lots of companies have "good" ideas that don't make
money. http://pets.com, webvan, etc. Yahoo will be there
before long. -tom |
| 2008/5/9 [Computer/Companies/Google] UID:49903 Activity:nil |
5/8 Larry and Sergey have grown up:
http://www.reuters.com/article/ousiv/idUSN0841778920080509 |
| 2008/4/26-30 [Computer/Companies/Google, Computer/SW/Security] UID:49838 Activity:low |
4/26 is Google Chat through the web browser encrypted? My sweetie
spends all day chatting with me via Google Chat in gmail
"oh baby i want to **** your **** and then *** *** **** **
** *** ***" and "* **** **** *** **** in ** *** *****".
Could some nosy sysadmin packet sniff her?
\_ Like this really happened with a live woman.
\_ Actually I'm not joking! It's great.
\_ Get her a soda account, then you can both log in via ssh and
chat away to your heart's content.
\_ most likely she's not a UCB student |
| 2008/4/20-30 [Computer/Companies/Google] UID:49785 Activity:nil |
4/19 I want to know all the secrets about Google infrastructures like
GFS, chubby, bigtable, megastore, stubby, protocol buffer, gaia,
harmony, borg, borgmon, loas, focus, protocol buffer, moma,
rephil, cat2?
Where can I learn about these things?
\- google quite frequently presents stuff at the usenix technical
conference, FAST, OSDI etc. older proceedings are avail from
usenix "sans" membership. --psb |
| 2008/4/15-23 [Computer/Companies/Google] UID:49755 Activity:high |
4/15 Anyone got any random investment tips? I am kinda at a loss of what to do.
Agriculture and energy are at record highs...
\_ stockhouse.ca .. NOT - via NOSOF ... assay results coming in soon
\_ I'm liking HRP, currently paying 12.2% dividend; there's some
risk, but they shouldn't be as exposed to some of the macro
issues as a lot of stocks. Ex-div is coming up next week.
LNUX is a nice speculative play, low risk, sell on spikes.
If your time horizon is long, I very much like GOOG at these
levels. -tom
\_ GOOG is as safe as Bear Sterns.
\_ No way man! GOOG will double every 3 years. There is no
way anyone else can enter the search engine and online
advertising space and wait until you see what sooper
dooper projects GOOG's army of PhDs, after slaving away
for years in secrecy, are about to bring to market.
\_ Revenues up 42%, earnings up 31%, $1.31 billion in profit
for the quarter. $12 billion in cash and equivalents, zero
debt. Nice analysis, chump. -tom
\_ You forgot religious fanaticism among a devoted group
of tools.
\_ To put that another way, Google has a strong brand.
That's part of why I bought Apple when I did (now a
16-bagger). GOOG up 85 points today, 12%. Glad I
doubled my position a couple weeks ago. -tom
\_ that's nice. go drink some coolaid.
\_ I'll be able to afford some, with all the money
I've made on GOOG and AAPL. How's that GOOG
short at 100 going? -tom
\_ I shorted at 680, and kind of panic'ed when
it was in the mid 700 range but dumped it
at around 490. So actually, I did well. I'm
waiting for it to go back up over and
over again. Love GOOG. -short guy
\_ Should I still wait for it to drop
back under $100? -short GOOG $100 guy
\_ I think you're a fool for owning GOOG and
AAPL right now, personally. Are you
cherry-picking your returns to show us
your best picks and ignoring your poor
picks? I mean, with a 16-bagger you should
probably be retired by now. I think most
of us (CS geeks) owned AAPL at some point,
but not many bought and stayed in over the
last 12 years. I first bought AAPL in 1996
when I got my first real job, but so what?
AAPL had some really crappy times in there
where it almost went under completely. What's
most important is valuation, and I see GOOG
and AAPL as really overvalued right now.
\_ http://finance.yahoo.com/q/op?s=GOOG&m=2010-01-15
If tom's a fool for owning GOOG, then tons
of people out there are fools for wanting
to buy 1 GOOG option for over $100
(look at $550).
\_ Sure, there are tons of people who
are fools for buying into the brand
that is GOOG.
\_ You can go look at the wall logs from
the past 10 years if you really want to
see all my positions; I generally
announce when I buy or sell something.
I have taken profits on much of my original
AAPL holding, but it has split several
times and I still hold shares. My point
in bringing up AAPL was not to tout my
portfolio, my point was that even when
Apple was having difficult times, I believed
that its strong brand would allow it to
survive. Apple and Google are two of
the strongest brands in technology today.
I probably wouldn't buy Apple at its
current valuation, but I don't sell good
companies just because the stock went up.
\_ If you wouldn't buy it then why hold it?
\_ Because I have a long time horizon,
and selling a winner is both costly
and generally ill-advised. -tom
\_ Selling something you think is
overvalued is ill-advised only
on Planet Holub. That $10
commission to trade out of it
gonna screw your returns?
\_ You might want to Google
"capital gains tax." -tom
\_ You're going to pay
it when you sell anyway.
\_ There are lots of
scenarios where you don't
wind up paying capital
gains tax. And money
spent now is more
expensive than money
spent later. -tom
\_ Losing your principle
on an overvalued stock
seems like a silly
way to avoid tax.
Effective, though.
Maybe you'll even
have a cap loss to
deduct.
\_ What is your point?
That I should always
move all my money
into the one stock
that I consider
the best value at
a given moment? I
think Apple is a
fine company to own
and I am relatively
confident that I
will meet my
standard investment
goal (a double
within 5 years)
from its current
level. Furthermore,
trying to time
the market is not
my investment
strategy. -tom
\_ It's not about
timing the
market. It's
about holding a
stock you feel is
overvalued. Why
would you do
that if there are
better values?
Diversification
isn't an excuse
for fanatical
AAPL worship.
I strenuously disagree that Google is
overvalued right now. Its trailing PE
is just 40 (YHOO is 60) and its forward
PE is well below 30, even if you take
conservative earnings assumptions. What
makes you think GOOG is overvalued? Recall
that short-GOOG-at-100-guy thought it was
overvalued at 100 because its PE was higher
than YHOO. Clearly, GOOG's buisness and
\_ Not PE. Market cap. Right now GOOG's
is $170B. YHOO's is $38B. You think
that's justified? No one is saying
GOOG or AAPL are bad companies. They
just aren't good buys.
\_ What do you think GOOG's market cap
should be, and why? What do you
think should determine a company's
market cap? -tom
\_ Earnings is the obvious answer, but
it's not so simple. BofA made
5X what GOOG did in earnings
1Q of 2007 and wasn't valued 5X
as much. I don't know what either
YHOO or GOOG *should* be
priced at, but I know they
should be comparable and it
was reasonable to assume so
especially when GOOG went IPO.
Since then GOOG has had more
success than YHOO and so
should probably be worth more,
but 4.5X more? You can make the
argument that YHOO is undervalued
if you wish, but these two
companies should trend close
to each other.
\_ Why should GOOG and YHOO have
comparable market cap? GOOG
had $5 billion in profits in
2007, up 70% over 2006. YHOO
had $700 million in profits,
down 35% over 2006. GOOG
is actually priced at a
discount to YHOO based on
earnings, and GOOG's earnings
are increasing while YHOO's
are falling. There is no
earthly way those two companies
should be comparable in market
cap. BofA made lots of money
but their earnings are also
declining and they are at
serious risk due to the
subprime crisis. If BofA
were growing earnings by 30%
and revenues by 40% year over
year the stock would be
much higher. -tom
\_ Do you really believe GOOG
is going to grow earnings
30% per year? Try looking at
absolute numbers instead of
percentages. GOOG's profit
was nil until recently
so I guess it increased
infinity since then.
GOOG and YHOO need to be
compared because they
are in the same space
just like Exxon needs to
be compared to BP. When
GOOG went IPO there was
no fundamental reason to
value it over $200. People
bought based on hype.
Now that GOOG has
actually turned a profit
it deserves more attention
but how much more do you
really think it can
grow? It's already
valued at 12th largest in
the USA with no real assets
and no real barrier to entry.
No one with any sense
would value the company
at these levels. MSFT
makes 4x as much money
as GOOG and is valued at
only 1.67X as much.
There's a lot of success
already priced into
GOOG's share price.
\_ Google was already
extremely profitable
when it went public.
People bought based
on the numbers, and
the numbers have made
Google one of the most
successful and profitable
companies in the world.
If you really think
Google should be valued
similarly to Yahoo
just because they're
both Internet companies,
you're not worth wasting
any more time on. -tom
\_ What about comparing
GOOG to MSFT in
terms of market
share and profit?
Do you think the
MSFT:GOOG ratio
undervalues MSFT
or overvalues
GOOG? BTW, it's
not that YHOO and GOOG
are both "Internet
companies". It's that
they compete in the
same space. I agree
GOOG is executing
better and should be
valued higher, but
do you think think GOOG
is worth 4.5X YHOO?
\_ Google is earning
six times more than
Yahoo; why shouldn't
it be worth six
times more? GOOG
clearly must be
compared to MSFT
but the comparison
is complex; MSFT
has a dominant
position, but in
technologies which
are losing value.
They have a huge
amount of money but
will be seriously
challenged to move
their business to
something that's
relevant in the
long term.
Here's a graph that
has some analogy to
the GOOG/MSFT
situation today:
http://finance.yahoo.com/q/bc?t=my&s=IBM&l=on&z=m&q=l&c=MSFT
-tom
\_ Update: Yahoo just
reported $150m in
earnings; so Google
is actually earning
almost 9 times as
much as Yahoo.
And GOOG's earnings
are rising while
YHOO's are flat.
-tom
\_ Flash back
to 2005. YHOO
earned $1.9B.
GOOG earned
$1.47B. YHOO had
a market cap of
$47B. GOOG had a
market cap of
$51B. Did that
make much sense?
So that is why
GOOG shouldn't be
worth 6 times
more: It's
not how the
market works.
Otherwise MSFT
would be worth a
lot more relative
to GOOG. GOOG
makes 99% of
its revenue
from advertising.
Think about that.
\_ Yes, it did
make sense
for GOOG to
be worth more
than YHOO,
because GOOG
was growing
faster in
2005. The
market will
anticipate
value; and
the market
in this case
was clearly
correct. I'm
done here,
you're just
trolling. -tom
\_ I knew
you would
mention
20/20
hindsight.
The market
is
anticipating
GOOG to be
the biggest
company in
the nation
other than
Exxon.
Do you
think that's
realistic
for a
for an
company
that derives
all revenue
from ads?
growth justified that higher PE; I see no
reason to expect serious problems for
their business in the next couple of years.
Without serious problems, GOOG is still
cheap today (though not as cheap as it was
when I suggested it as a buy in this
thread.) -tom
\_ follow-up: Millward Brown Optimor rates
Google's brand as the most powerful
in the world, estimates its value at
$86 billion:
http://www.news.com/8301-10784_3-9924273-7.html
-tom
\_ GAGEX if it dips below 30, DO, NE, RIG, PE are all good
\_ Crop futures.
\_ Diversify. Especially overseas, if you have not done so already
as the dollar is very likely to fall further. I like EFA, EWG
and EWD. Some overseas income producing property would be nice,
if you can pull that off.
\_ God damnit. I was looking at POT yesterday and now it's up 7+%. -op |
| 2008/4/7-12 [Computer/Companies/Google] UID:49677 Activity:nil |
4/7 Google searches spread spyware and hijack your PC to spread spam.
http://www.csua.org/u/l8b
\_ very poor understanding and description of the technical issues.
Google isn't involved. -tom
\_ 'Google issued a statement saying it is helping affected
websites fix the problem and is also developing new tools "to
detect and block" malicious Web pages.'
'The search engine trick - which has been focused on Google, ...'
\_ Of course it's focused on Google, it's the search engine that
everyone uses. All Google is doing is returning search
results. -tom
\_ "All Windows is doing is supporting EXEs to run ......".
\_ ridiculous analogy. -tom
\_ Actually very apt.
\_ only if a Windows EXE runs on other operating
systems.
\_ That has to be the worst article I've ever read. |
| 2008/4/3-9 [Computer/Companies/Google] UID:49659 Activity:low |
4/3 So, hates google guy, which search engine do you use?
\_ Google for search, Yahoo for news/maps/weather/subject-lookup/mail/
etc. -- one of the hate-google guys
\_ Google for non-news search, Yahoo for news, news search, maps,
weather, subject lookup, mail, etc. -- sour grape guy
\_ I am similar, although I usually try Yahoo! first before
using Google for all of my searches since I have it up
for all the rest anyway. I use Google most for the dejanews
archive, which they can't even take credit for.
\_ I'm not GHG, but I don't use GOOG for search. I find that for
the things I search for Yahoo is better. The only GOOG app I
use is gmail, but that is only b/c I need a spam collector
email address.
\_ I'm the original x-Goog guy. I still use Google. Don't get me
wrong, some of the products they have is top notch. I don't
have any problem with their early products. I do however hate
the work environment, and how the management is turning out.
Every new product is now a product of acquisition, and every
existing job today is about maintaining existing products
and integrating with new acquisitions. Management is full of
college kids who barely graduated 3-4 years ago but hopefully
they'll leave soon after they vest. A sad large percentage of
them are either technically incompetent, lack management skills,
full of "I'm so cool" attitude, or all of the above. It's
like Netscape, but getting worse by the day, and with really
amazing free lunch and dinner and video games and a nice gym.
By the way I posted the following:
http://csua.com/2008/03/26/#49572
\_ ... and some nice pianos. (I was a lunch guest once.)
\_ piano or pianos? The last time I was there they only
had 1 baby grand in building 40. At any rate, all the
good stuff you see as a guest is a facade. -x-Goog
\_ google engineers make average 150k . what are you
whining about?
\_ Average YES, median, hell no. Average is 150k
because employee 0-4000 all make ridiculous amount
of money that bring up the salary. Almost everyone
post 2005 make regular HP/IBM +$20K salary, which
is very unimpressive.
\_ I've been out of the job market awhile, but
isn't HP/IBM salary +$20K something approaching
$150K? Certainly it can't be far off.
\_ Umm, I understand that HP average is about $80K
\_ In the Bay Area or average across all of HP?
I don't know a single person that makes
less than $100K, although I don't know any
HP employees. A person with less than 10
years experience might get $80-90K. That's
about what we hire people at with an MS
and a couple of years job experience. I talk
to a lot of people who say they make
$120-150K easy and you'd think they have
to given what the cost of living in CA is.
\_ I work at a regular medium sized company
and my friend at HP makes consistently
$15-20K lower than me. So in short new
Google employees get... regular Silicon
Valley salary... after you add in stock
options, and less if you don't add options.
\_ I went last May or June, I forgot. I saw the baby grand
near a big dining area, but I also saw a digital one next
to a staircase in another building. |
| 2008/4/3-9 [Computer/Companies/Google] UID:49657 Activity:low |
4/3 Google to lay off 1/4 of its DoubleClick employees. Still
holding on Google from $600-700? Bahahahaha -short G guy
\_ Why are you still happy? GOOG has stopped dropping in the past
couple of weeks and I'm not happy.
\_ How's that short at 100/200/300/400 working out?
\- stock prices usually go up in the short term after
shedding employees, no?
\_ Google keeps fat and you aren't happy. Google cuts fat and
you aren't happy. What would make you happy?
\_ GOOG goes out of business and the sumg little brats with
an overactive sense of entitlement are forced to hold "will
code for food" signs on the San Antonio overpass. :-)
\_ Ah, so you are just jealous.
\_ Ah, no. Google is a perfect example of anti-
meritocracy. Those fucking AdWords kids are one of
the worst engineers to work with and they think they're
all that, when in fact, they simply got lucky and
were at the right place at the right time. Those
fucking brats are fucking unpleasant to work with.
Fuck Google.
Fuck Google. -x G
\_ Sure sounds like jealousy to me.
\_ Then you're dumb. Jealosy is wanting something
somebody else has. pp is just mad that some
people ended up with something they didn't earn
or deserve.
\_ and why didn't they earn or deserve it? pp
provides no evidence.
\_ Pissed off thinks lottery is lame.
Unpissed thinks lottery is perfectly
good meritocracy (you invested, you win).
Both have points.
\_ It's not a lottery.
\_ For employee 1000-4000, it's a lottery.
They could have joined hundreds of
startups that would have been just
as successful, but they happened to
have chosen Google. Most of the
lucky ones would tell you that it's
"fate" or that they had foresight or
something. It's bullshit.
\_ In many (most?) ways it is.
\_ Google just randomly happened to
come up with the best search engine
and the best advertising model? -tom
\_ You are confusing luck with
randomness. Almost all success has
an element of luck, even if you
purposefully try to succeed, rather
than sort of stumble around. It
is only obvious in hindsight that
the Google eigenvalue thing works
well for search (this is the case
for a lot of successful research).
In this sense, Google got lucky.
This is aside from early Google
employees who without a doubt won
the employee lottery. -- ilyas
the employee lottery (in a sense
that if you can do better than
random picking a startup that will
succeed, why aren't you rich yet?)
-- ilyas
\_
1. Not sure it's the best.
2. Not sure GOOG was the only one
to come up with this model.
3. We are not talking about the
founders here. We are talking
about the rank and file. The people
who ended up at GOOG over SUN out
of college weren't any better,
smarter, or prescient. They
made an educated guess about
where it seemed nice to work
and where they could pay their
bills. I've told the story of
the guy I knew who was one of
the first employees at SUN. He
didn't even *want* the job
because it looked like such a
rinky-dink outfit compared to
his former (large) company but
his first choice turned him down.
He would be the first to tell
you that getting that job at
SUN was like winning the lotto.
4. Even considering founders do
you really think Gates or Jobs
really made all of that money
through skill? Are they
skilled? Sure. Has Windows
been the best product on the
market for much of its
existence? No. Did Bill steal
a lot? Yes. Was it Steve Jobs or
was it Wozniak that built that
computer? There are lots of (more)
talented people who don't make
1/100 what those guys do. Be real.
\_ you want some cheese with that
whine? -tom
\_ This is what you say when
confronted with facts?
\_ no, it's what I say when
confronted with content-
free drivel. -tom
\_ In other words,
you have no rebuttal.
Typical.
\_ Funny how it's
always easier to
nitpick at other
people's data than
to come up with
some of your own.
Huh? -!pp
\_ There's no data
there. -tom
\_ Unpissed just thinks it's stupid to care
someone getting something you think
they didn't deserve. Who cares what
they deserve? It doesn't hurt you.
\_ Well I for one was managed by one of
the Google kids who happened to get
lucky and he was one of the WORST
managers I've ever had to work with
and I swear to not work with people
like that again. Unfortunately,
Google seems to breed a lot of bad
or mediocre employees who are loud
mouths who think they're all that and
somehow management seems to like
hiring incompetent loud mouths in
Silicon Valley. So, to answer your
question, a company that breeds
30% really bad managers/engineers
with bad attitudes hurts everyone
in the industry. -x-Goog
\_ Why didn't you go get a job there when they
were hiring?
\_ I can't speak for GHG, but the whole
GOOG culture weirded me out so I didn't
get a job there.
\_ GHG? Isn't it HGG?
\_ GHG -> Google Hater Guy
\_ I declined to even interview there after
taking the tour. The whole thing just
seemed to be designed to keep the workers
at work as long as possible. Of course,
I have a job I love, so I didn't need it.
-jrleek
\_ How does being mad at someone for getting
something you think they don't deserve not
consititute jealousy. It's not like it hurts
you that google employees have good benefits.
Hell, the rising Google tide has lifted all
CS job boats around here. Be glad!
\_ I think it's the attitude they have that
pisses people off, which they develop when
people like Tom laud them for their
amazing intellect and ability to pick red
or black on the roulette wheel.
\_ ding ding ding! some of the original
employees have REALLY bad attitudes
and they're almost as bad as Netscape
employees who used to think they're on
the top of the world and treat everyone
else like inferior shit. You're right
many people today ARE pissed at these
fucking old timers (who are barely 4
years fresh out of college) who are
incompetent but are high up there. -x G |
| 2008/4/1-6 [Health, Computer/Companies/Google] UID:49639 Activity:nil |
4/1 drug deal on google maps:
http://tinyurl.com/32bmoy
\_ How do you know that? RACIST. |
| 2008/3/13-17 [Computer/Companies/Google] UID:49449 Activity:nil |
3/13 How does Google Image's SafeSearch Filtering filter images? Does
Google hire people to visually determine whether each image is
explicit or not?
\_ http://www.cs.hmc.edu/~fleck/naked.html |
| 2008/3/7-11 [Computer/Companies/Google] UID:49385 Activity:nil |
3/7 The google adds on http://straightdope.com today are almost all for asian mail-order brides. What is the keyword for these ads? Of course, actually that's pretty good matching... \_ I get "High Achieving Women" "Careers for Women" and "Adventure Tours for Women" (and I am a guy!). Google must know something about the both of us that we don't know about ourselves. Oh duh, you mean the banner ad at the top. Yeah, I see that, too. Quite amusing when compared to the ad at the bottom. \_ For me the 4 at the bottom were mail order brides as well. -op \_ 500 error. Too many motders trying to find a bride. |
| 2008/3/6-7 [Computer/Companies/Google] UID:49356 Activity:nil |
3/5 i give up. im using google chat, in the browser. it works
great. google chat on my cell phone works great too.
it all works. google owns me.
\_ I use Adium so I don't care which chat client the other person
is using... |
| 2008/3/5-7 [Computer/Companies/Google] UID:49346 Activity:kinda low |
3/5 How does Google Map widget work? Is it a flash program or a
pure Javascript program? When you include a Google Map on your
home page, how does it talk to the <DEAD>maps.google.com<DEAD> server?
I thought cross domain is not possible.
\_ Pure JavaScript. It uses an <iframe> to avoid cross-domain issues.
\_ You mean the thing that scrolls/moves around is an
iframe? Holy cow...
\_ Why does that amaze you? |
| 2008/3/3-6 [Computer/Companies/Google] UID:49322 Activity:nil |
3/3 http://valleywag.com/362868/googlers-vent-working-here-sucks-too Last quarter, Google hired 889 people, bringing the total headcount to 16,805. What do all these new employees do? Stab each other in the back, apparently. \_ $45k/yr? Wow, those googlers sure are underpaid. \_ These are customer service reps (phone), not engineers. \_ Valleywag makes Drudge look like a font of accuracy. |
| 2008/2/7-11 [Computer/Companies/Google] UID:49093 Activity:kinda low 92%like:49091 |
2/8 If you can't innovate then buy. FIFTY acquisitions later
and NOTHING to show for it.
http://preview.tinyurl.com/2hw3d8 (fixunix.com)
\_ Most of these seem to have been implemented or integrated into
Google offerings; why do you say there's nothing to show for it?
Among the acquisitions:
Dejanews (became Google Groups)
Blogger
Picasa
Various mapping software used in Maps/Earth
Various advertising firms (including Doubleclick)
Various search firms
YouTube
Apps (Writely, SketchUp)
Which of those is "nothing"?
-tom
\_ yawn. They are all nothing. In fact, other than patent search
and gmail imap I am hard pressed to think of single thing
googhell does that is actually any good. And the whole text
ads thing is TOTALLY annoying. If only adblock plus could block
them.
\_ Google maps.
\_ so which search engine do you use? what mapping service?
\_ I use yahoo or ask for search and yahoo or mapquest
for maps. I esp. like the !amazon [search term] feature
that yahoo has.
\_ OK, you're a troll, thanks for clarifying that. -tom
\_ I am not a troll. I really think googhell is leem
and I haven't used googhell search for years (except
for patent search). I still use my gmail account,
but only as a throwaway email for forums signins.
I wouldn't trust googhell with my personal email.
And what the heck is up with all the cookies they
try to set. Nothing works on their sites if you
block cookies. Also extra leem. I have to use a
separate browser just to go to googhell and then
make sure to delete all the cookies after.
\_ are you 12 years old? -tom
\_ no
\_ Here's a better question. What value-added has Google brought
to the table?
\_ Groups: Clearly added value. Usenet is dead.
Blogger: Eh, probably about the same. Adds value by
integrating, single sign-on.
Picasa: See Blogger.
Mapping/Earth: Huge, huge value add.
Ad firms/search: Hard to tell, it's all proprietary on the
back end. But clearly they're doing something right.
YouTube: Haven't changed it much yet.
Apps: Have gained much more acceptance than they ever
would have as independent entities. Technology still
has a way to go.
Overall, I'd say Google has done a better than average job
of integrating acquisitions. -tom
\_ Groups - leem, use gnus if you need news
Blogger - even leemer than groups
Picasa - also leem (flickr is better if you like that
sort of thing)
Mapping/Earth - who cares? you can get directions that
are same/better from mapquest, yahoo, &c.
Ads - did I mention I HATE ADS
YouTube - Okay this is cool, but only b/c it is the
easiest way to watch Top Gear episodes. If
there were no pirated Top Gear episodes on
YouTube, it would be leem as well.
Apps - yawn, if you need word processing use word (or
if you hate M$ use Pages, if you can't use Pages
stop being a dork and get a mac)
if you hate M$ use Pages, if you don't have
Pages, stop being a dork and get a mac)
Patent Search - Reasonably k3wl but only b/c the PTO
can't get its act together and put up
a decent website. Of course, to make
this really useful they should put the
file history online and any case history
re validity/invalidity
\_ you're an idiot.
\_ You're "leem". I'm not a huge google fan either,
but at least I'll admit a few of their properties
are the best around.
\_ But most of them, like YouTube, are pretty much
the work of other companies. How did YouTube
change post-Google acquisition?
\_ Even if they do minimal integration like
accepting Google Account credentials, the net
effect is to lock people into the Google
ecosystem, if you will. They can also stick
ads on everything as usual, and there's a certain
cross-advertising synergy. Yes, that doesn't
necessarily improve the actual service, but two
obvious ways of improving Youtube are better
quality video (which requires huge storage and
bandwidth, with G presumably has), and better
searchability (which is supposedly G's forte).
I think they are working on both of these, but
I'm not really monitoring their progress. |
| 2008/2/7 [Computer/Companies/Google] UID:49091 Activity:nil 92%like:49093 |
2/8 If you can't innovate then buy. FIFTY acquisitions later
and NOTHING to show for it.
http://fixunix.com/linux/326769-google-if-you-can-t-innovate-then-buy-fifty-acquisitions-later-nothing-show.html |
| 2008/2/1-7 [Computer/Companies/Google, Computer/SW/OS/Windows] UID:49047 Activity:kinda low |
2/1 MS tries to buy Yahoo
\_ GOOG 514.60 -49.70
:-)
I'm not the "short GOOG" guy, just someone who envies Google
employees.
\_ Official buyout letter from MSFT http://tinyurl.com/3ysrzu
\_ Another reason to hate The Borg.
\_ If the Borg can put GOOG in its place, more power to it.
\_ Put it this way: I increased my M$FT holdings after this move,
and don't hold any GOOG, but I am still rooting for Google.
What do you have against them?
\_ Why would you 'root for' one gigantic corporation over
another gigantic corporation. You're just eyeballs and
dollars for both. Neither 'roots for' you or people like
you.
\_ M$ software has been a disaster for the Internet and
with a few exceptions, is practically unusable. GOOG
is exactly the opposite. Why would I care that the
software I use be bug free and not cause major
world-wide security problems? Is that a serious
question? I guess you could say M$ has help keep
me in a job, cleaning up their messes...
\_ The smugness of GOOG gets me. I mean, what is so great
about GOOG? Everyone does search. I find Yahoo's search
generally better than google. Lots of people do webmail.
About the only positive things I've seen from google is
gmail imap and patent search, and both are really pretty
mediocre. And I totally hate the stupid text ads. One
reason I don't use google for search anymore is b/c
adblock plus doesn't block google's stupid text ads.
Yahoo and most other sites are smart enough to use ads
that adblock blocks.
\_ MSFT buying YHOO is a major boon for GOOG. MSFT has no
track record of being able to assimilate other companies
effectively, and all the talent will bolt from YHOO if it
happens (and guess where they'll go?) MSFT will be saddled
with multiple redundant services and internal conflicts over
how to resolve the redundancies. It'll damage two of GOOG's
competitors in one shot. -tom
\_ Are you kidding? Most of MS's good tech comes from
buyouts. With few exceptions MS has done extremely
well with their purchases. Are you trying to troll the
entire motd with statements like that?
\_ I don't think that is true: M$ has piles of cash and now
they have something to spend it on. -ausman
\_ Non sequiteur. Microsoft already has products in
every area Yahoo does; they're trying to buy eyeballs,
but when Yahoo Mail gets subsumed into Hotmail and
Flickr becomes Windows Live Photos, they'll lose the
eyeballs anyway, after taking numerous write-downs
on discontinued lines of business. MS is still
dominated by the OS and Office apps; MS's dilemma is
that they won't make any decisions which will hurt the
OS or Office, which seriously cripples their ability
to execute in the web app space, where the OS and Office
are irrelevant.
The odds of MS being able to successfully execute a
takeover of Yahoo and a shift to an ad-based web
services revenue model are miniscule; I'd guess less
than 10%. -tom
\_ I agree with most of what you said, but there is
no need for M$ to shift to an ad-based web services
revenue model across the company.
\_ The history of companies who have two competing
lines of business is not good. -tom
\_ In what why do they compete? I see apps
and web portal as complementary.
\_ The web service is better for users the more
platform-neutral it is; MS has a long
history of trying to tie everything into
their own OS and applications. What do
you think will happen when someone from the
IE team says "hey, we have this new
standards-violating feature in IE, we
need to use it in the next version of the
portal/Flickr/Mail application", and someone
from the Yahoo side says "we can't do that,
it won't work for a whole bunch of our
customers"? Right. -tom
\_ This is an interesting perception,
but you are straying from the topic of
MS moving to an ad-based web services
revenue model. Please explain why
MS would want/need to do so.
\_ Because web services are eroding
the relevance of the OS and desktop
apps. -tom
\_ Let's say this is true. Won't
M$ have to go in that direction
whether or not they acquire
Yahoo!? What's changed? Also,
one can go to web-based apps
without an ad-based model. In
fact, business customers (much of
M$'s customer base) are
probably willing to pay more
to avoid ads or external
connectivity at all.
\_ I do think MS has to go in
that direction--I just think
they're unlikely to be able
to execute. They're in a
very similar situation to
IBM in the early 80s. Would
IBM buying the #2 clone maker
(Osborne or whoever) have
saved IBM's dominance? -tom
\_ So what does the
purchase of Yahoo! have
to do with a shift to an
ad-based revenue model
if you feel M$ is going
to shift anyway? If you
feel that such a shift
is inevitable then it
makes the purchase even
more attractive, no? I
disagree that M$ will shift
to any ad-based model for
their apps, but who knows.
BTW, IBM is not exactly dead
at this time. I wish I owned
a company that needing
saving like IBM.
\_ IBM stock lost 75% of
its value starting in
1984. It took 13 years
and a complete
transformation of the
business to recover to
1984 levels. The company
is now successful but
completely different and
not particularly relevant
to the industry; certainly
not dominant the way it
was. MSFT purchasing
YHOO combines *two* of
Google's competitors into
one less efficient
entity with even less
ability to execute. -tom
\_ This is another tangent.
\_ You mean like GE?
\_ MS makes money by the bank-full. They don't need to
switch from their current model to anything. This
is a direct attack on GOOG's online ad model which
is 99% of GOOG's income. *IF* MS completely and
utterly fails, it is still going to scare the crap
out of GOOG execs, and rightly so because if it
is even partially successful GOOG is going to get
hurt badly potentially crippling the company. Just
the distraction of the possibility of losing ad-share
to MS might be enough to cause GOOG to stumble. Bad
bad bad news for GOOG and the markets reflect that. |
| 2008/1/31-2/2 [Computer/Companies/Google, Industry/Startup] UID:49041 Activity:nil |
1/31 http://www.cnbc.com/id/22937665/site/14081545 GOOG accelerating 4Q06 to 4Q07, but decelerating 2007 Q3 to Q4 compared to 2006 Q3 to Q4 |
| 2008/1/23-31 [Computer/Companies/Google] UID:48994 Activity:nil |
1/23 Google at $537. Where's the Google800 guy? Bahahahaha:
http://finance.yahoo.com/q?s=GOOG
\_ hey, it only needs to go down 80% more for you to be in the black,
short-GOOG-at-100 guy!
\_ I did a 680->630 short a while ago. I was a bit anxious as
it went to the mid 700 range but was relieved when it started
tanking. I should have waited longer. Damn. |
| 2008/1/22-31 [Computer/Companies/Google] UID:48982 Activity:kinda low |
1/22 Google Exodus Beginning?
http://google.blognewschannel.com/archives/2008/01/08/google-exodus-beginning
Google is getting too big: Time to do something about it
http://www.geekzone.co.nz/foobar/4341
Is There Life after Google?
http://news.softpedia.com/news/Is-There-Life-after-Google-75274.shtml
Kevin Fox Leaves Google
http://blogoscoped.com/archive/2008-01-04-n30.html
\_ Beginning? It started six months ago. -dans
\_ urlP?
\_ Anecdotal. Many rank-and-file googlers I know left in the
last six months. May be subject to sampling errors. YMMV -dans
\_ Can you give me names? I'd like to contact them.
\_ http://www.sfgate.com/cgi-bin/article.cgi?file=/c/a/2007/01/07/MNGA7NEDQ01.DTL
\- FYI: David desJardins, mentioned in teh article, is/was a well
\- FYI: David desJardins, mentioned in the article, is/was a well
known berkeley/harvard/usenet personality. he touched me. --lewis
\_ Show us on the doll where he touched you. |
| 2008/1/21-31 [Computer/Companies/Google] UID:48979 Activity:nil |
1/21 http://adsense.blogspot.com/2006/02/ecpm-what-exactly-is-that.html I'm hearing rumblings of Google ePCM declines indicating a significant hit to outlook on GOOG revenue. Is there any truth to this? \_ Hearing from what sources? \_ someone who hosts AdSense banners I think |
| 2007/12/5-12 [Computer/Companies/Google, Computer/Companies/Yahoo] UID:48749 Activity:nil |
12/4 I'm looking for the following yahoo or google map app: I want to
click on a particular spot and enter a radius distance like 10 km
or 5 miles, etc. It should then draw a circle of that radius around
where I clicked. I should be able to change the radius and move it
around of course. And expand/shrink accordingly when I zoom in/out
of the map. Anybody aware of such an app? I did look at sample
apps on yahoo and google. I can't find anything similar. Thanks.
\_ In the ballpark maybe:
http://maps.forum.nu/gm_clickable_circle.html
http://www3.telus.net/DougHenderson/MapCircle_v2.html |
| 2007/11/26-30 [Computer/Companies/Google] UID:48690 Activity:kinda low |
11/26 GOOG closes at exactly 666 points.
http://money.cnn.com/quote/quote.html?symb=GOOG
\_ The stock of the beast?
\_ The Metal Apocalypse has begun!
\_ I thought the motd was full of atheists and computer scientists not
bible codists and numerologists.
\_ You missed the Kabbalists and Mormons.
\_ We have Kabbalists here? That's kinda cool.
\_ Where's Short GOOG at 666 Guy?
\_ The stars are aligned and oil price is peaking. ALL the
signs are here. The oil-based economy is coming to a
halt and GLOBAL RECESSION IS COMING. -recession swami
\_ Let's assume oil peaked 2 years ago. There's still a shit load
of oil left in the ground. A lot of the current over-pricing is
just gouging and lack of refinery capacity. To say the global
recession is coming is true but only because of business cycles,
not because of anything your http://swami.net has 'revealed' to you.
Motd nutters, I love you guys but really, the world is not ending
on the Mayan calendar date.
\_ Nostradamus, Mayans, and Edgard predicted the end of the
world at year 2012
\_ Nostradamus predicts 3797.
\_ Actually the Mayans only said it was the end of that age
and the start of the next. Like December 31st is not
the end of time on our calendar, just $year++.
\_ I DID NOT KNOW THAT from watching History Channel
special END OF DAYS. damn liberal media. oh hey
still haven't gotten laid.
\_ i thought it was going to be a consumer-led recession with
foreclosure, no-home-equity effects, ARM adjustment, capital
ratios, and deleveraging dominating |
| 2007/11/14 [Computer/Companies/Google] UID:48635 Activity:nil |
11/14 http://mediabiz.blogs.cnnmoney.cnn.com/2007/11/14/google-half-trillion-dollar-company-by-2010/?source=yahoo_quote GOOG >>> MSFT |
| 2007/11/8-14 [Computer/Companies/Google] UID:48575 Activity:nil |
11/8 Congratulations, GOOG is/was below 700. Did you make any $ finally?
\_ You don't make money until you sell. Why would you ever sell
GOOG? It can only go up.
\_ Google down, bahahahahahahahahahahahaha I WIN I WIN
\_ I will never understand the market. Google announces a neato mobile
alliance and it drops 60 points?
\_ technicals have showed parabolic growth along with RIMM AAPL
GOOG showed some wavering yesterday
GOOG wavered yesterday
Bernanke's testimony closed the deal
gold is about to get fucked right now
\_ Why gold? It seems that as long as the dollar falls, gold
can't help but go up. Are you predicting a dollar rally?
\_ let's say dollar index is down -x% for the year.
gold futures go up +x% right? what if it's 5 * x?
that may be called "speculation", prob with borrowed $
\_ irrationality drives the price. If you rationalize that it goes
one way, it will surely go another way.
\_ To make money on GOOG you must sell your shares. You should never
sell GOOG as it can only go up.
\_ Bahahahahhaahahahaha good luck -already sold at 735
\_ If you sold your GOOG you already lost. You'll never get back
in. |
| 2007/11/6-9 [Computer/Companies/Google] UID:48562 Activity:low |
11/6 GOOG's P/E ratio is approaching 60. Hmmmmm...
\_ Short Google At 100^w200^w300^w400^w500^w635 Guy returns!
\_ Your replacement syntax doesn't actually work.
\_ neither does shorting GOOG
\_ because shorting anything is risky and stupid. you might
as well invest in pork bellies.
\_ Yes, no one ever made any money in commodities
because they are a poor investment.
\_ No one on the motd cheering on google has.
Professionals who deal in commodities on a daily
basis do. Plenty of them get their clocks cleaned,
too. They're a very risky investment unsuitable for
the average at-home investor. Just like shorting
stocks.
\_ I dunno, I made a ton of money buying puts on
homebuilders in the Summer of '05. I might not
be "average" though. |
| 2007/10/29-11/1 [Computer/Companies/Google] UID:48478 Activity:low |
10/29 Google can only go up!
link:tinyurl.com/24rmsm
\_ Are you short GOOG $100 guy?
\_ No, of course not. Shorting is stupid. Especially a company
like GOOG that can only go up! Sky is the limit, baby!
\_ troll tactic: when confronted with a factual question,
dodge it and increase mockery.
\_ What dodge? I said, "No, of course not". Which part of
that was unclear? The point is how can you even consider
that GOOG can go anywhere but up? I directly answered
your factual question. Only then did I mock you. Mock!
Mock! Mock! I mocketh thee, oh ye of the public
education system reading skills!
\_ Are you GOOG short $635 guy?
\_ Geeze, no. I'm not "never short anything ever bc
it is stupid and you'll get your wallet cleaned out"
guy. I don't have to be 'short GOOG guy' to mock
you, though. MOCK!
\_ So you are mocking someone who neither owns nor
shorts GOOG? Whatever trips your trigger, dude.. |
| 2007/10/29 [Computer/Companies/Google] UID:48474 Activity:nil |
10/29 Google can only go up!
http://www.newsweek.com/id/62254
\_ Are you short GOOG $100 guy? |
| 2007/10/23-25 [Computer/Companies/Google] UID:48423 Activity:nil |
10/22 How do I take an address out of my gmail address book? A friend of
mine changed email providers and now I have two whenever I try to
email her. It is hard for me to remember which one is valid.
them with my precious mail. Trust big companies, like Yahoo!
\_ shut the fuck dumbass. hey original poster,
\_ Switch back to the new Yahoo! account, it is so much better.
Also Google is like NSCP, it's not sustainable. I don't trust
them with my precious mail. Trust big companies, like Yahoo!
\_ shut the fuck dumbass. hey original poster, jus tfind
your friend's entry in your Contacts and delete the old
\_ just find your friend's entry in your Contacts and delete the old
one.
\_ Thanks, don't know why I didn't think of that.
\_ Thanks for stomping on my reply to Penthouse Forum guy.
Please respect other people's edit locks. |
| 2007/10/8-9 [Computer/Companies/Google] UID:48261 Activity:kinda low |
10/8 Wow, GOOG short guy is down $500/share. How many shares did
you short? Not too many, I hope.
http://www.csua.org/u/joh
\_ You're late. This was last week's trollfest. Try again next month
when it resets. |
| 2007/10/3-5 [Computer/Companies/Google] UID:48235 Activity:insanely high |
10/3 Alright you idiots. I challenge you to list other Google products
that actually make money besides search and ads. Gmail? No. Maps?
No. Earth? No. WHAT ELSE?
\_ Something near 99% of google's revenue comes from search+ads. There
is nothing else. They've been throwing money at random stuff since
they IPO'd but still have nothing. Maybe they can buy Skype....
\_ Their best bet is to take their name and some of their cash
and do just that: start merging with "real" companies. Cisco
used that strategy to much success. In that case, though,
you are betting on GOOG's management team. Not sure how good
they are but I worry when the BoD still has the founders on it.
\_ Did you seriously just call Google a fake company? Are you
stupid or just delusional? -dans
\_ Please show me where I called GOOG a "fake company". Also,
there's a reason "real" is in quotes.
\_ Actually, as of six months ago this was incorrect. The split
was closer to 90/10. I'll leave it as an exercise for you to go
read the prospectus to see what the other 10 is. -dans
\_ So if they lost their search income, they'd *only* take a
90% loss in revenue? Whatever. At that rate, another 40
years and they'll be able to afford to lose the search market.
\_ Your numbers are junk. They make the majority of their
money by delivering ads to other web sites (AdSense).
They have a corner on the huge and growing market for
Internet ad delivery. That is why they are worth bundles,
not the search part.
\_ Ok so they make 90% of their money putting ads on other
sites. Just like a few dozen other companies doing
the same thing. Google has a corner on that why?
Because they have more hype. Ever talked to anyone
who actually tried to attract customers via adsense ads?
What special magic do you believe google's adsense has
that their dozens of competitors don't (besides hype)?
\_ Well, they can technically make money from things like GMail
and Maps (e.g. by charging for them) but the barriers to entry are
low and I would hardly value them 13th in the USA based on those
sorts of products.
\_ By removing Ads you are removing the revenue that Gmail and many
of Googles other products use to be profitable. The fact that
Google can target their ads by using the content of your email
is quite significant.
\_ Why are you calling us idiots? -dans
\_ Because you guys haven't learned from the dot-BOMB days.
\_ 'You guys?'. Both sides of this argument haven't learned the
lesson, which comes in two parts:
a) Don't miss out on opportunities.
b) Don't be overly greedy.
You need to learn part a. And if you are short google at
100 guy, then, seriously, you're an idiot. Perception
counts in the market, sometimes moreso than objective
reality. -dans
\_ "Besides ads." That is how all media companies make money.
What is The New York Times source of money other than ads?
\_ NYT is losing money so this isn't a good example of how
to build a great and growing company.
\_ hint: the world has been around longer than 5 years.
\_ No it is not. Learn how to read a 10-K.
How about News Corp? CBS? CNN? Are they all fake companies, too?
What percentage of Google's revenue comes from AdSense? That has
nothing to do with search.
\_ Are you saying the NYTimes has no subscribers?
\_ Subscription revenue is dwarfed by ad revenue (though
not as dwarfed as I thought, when I actually bothered
to look up the numbers).
\_ What are these other media companies valued at relative to
GOOG? What competition have they faced? Why should GOOG be
valued more than any of them?
\_ What is the market share of Google compared to CNN?
\_ I have no idea, but I imagine it's some piece of the
same pie all of those companies are sharing. Do you?
\_ you think that the amount of money spent on advertising
is a constant? -tom
\_ I know it isn't. It rises and falls with the
health of the economy. What about it?
\_ You don't think it's possible that the creation
of a new advertising medium could increase the
total amount being spent on advertising?
\_ GOOG is valued much, much higher, as a percentage of
revenue and profit, but it is growing much faster and
is dominant in the fastest growing area of the economy.
-Guy who used to own GOOG, but sold it so that wife
could do a kitchen remodel.
\_ It can't grow to be any larger than existing media and
I didn't realize "advertising" was the fastest growing
area of the economy.
\_ This is where someone has to "quote Gartner" and make
up something about how $business will be an $X billion
industry by $now_year+6.
\_ Internet advertising is. Overall media advertising
spending is $200B+/yr, so yeah that is probably an
upper limit for GOOG total revenue, in that one
product. That doesn't count possible revenue from
other sources. I don't really have time to educate
you on how businesses on the Internet make money,
can't you research some of this yourself? Here,
I will throw you a bone:
http://www.csua.org/u/jnm (Business Week)
http://www.businessweek.com/magazine/content/07_15/b4029001.htm |
| 2007/10/2-5 [Computer/Companies/Google] UID:48219 Activity:very high |
10/1 Where's the short Google at 100 guy?
\_ Me thinks it's a great time to short now.
\_ Yeah, definitely short it now! Funny thing about stock
valuation: it can sometimes be rational and sometimes
be irrational. If everyone hates a stock, and everyone
shorts it except for a few, and no one who actually owns
the stock sells it, it'll go up, not down.
\_ Over time, companies which succeed will go up and
companies which fail will go down. The question for
Short Google Guy was always, what reason was there to
short Google, other than his own interpretation of
the current stock value, which was not based on any
sort of analysis?
Google was a freight train back then, and it still is.
As long as the company keeps executing, don't get in the
way of a freight train.
-tom (Finally bought GOOG at 450)
\_ 450? You're an idiot. !short G guy
\_ Why? Because GOOG's market cap is 5x that of YHOO
and there is no reason for it. I still think that most
investors do not understand what they are investing
in. They are buying a name/brand. Brands do have
value, but so what? I would say that GOOG should be
valued about 2x YHOO based on performance, but 5x is
not justified. I still think that GOOG is using money
to buy talent and hoping that that talent figures out
some great product(s). That might work. It's not what I
want to invest in. The stock is overvalued. BTW, it
was Motley Fool's "Worst Stock for 2007" so I am
hardly the only person who doesn't understand why so
many people want to suck the c*ck of this dog.
\_ Hey, welcome back, Short Google At 100 Guy! Good to
see that being brutalized in the market for three
years hasn't taken away your sense of certitude.
Perhaps the fact that GOOG is making *more than 5
times as much money as YHOO* might have something to
do with the fact that the stock is valued 5 times
higher.
YHOO 6/07: $1.7B rev, $185M earn
GOOG 6/07: $3.8B rev, $1.1B earn
But go ahead, keep shorting! I'm sure Yahoo will
be destroying Google any day now! -tom
\_ Yahoo is VERY diversified. Google has ONE product.
You know what they say, easy come, easy go.
\_ Oh, humor of tom mocking someone for certitude in
the face of stunning evidence to the contrary.
In our next episode, tom will declare that any who
mock or disagree with him are idiots.
-dans
\_ Are you Short Google At 100 Guy, or is there
someone else as stupid as you are? -tom
\_ Dear god you're fun to bait. And no, I'm not
Short Google Guy, I pretty much always sign my
posts. -dans
\_ The P/E for both is about the same. Why do you
think GOOG deserves a 5x market cap?
\_ Uh, because it's earning 5 times as much.
Do you understand what P/E means? -tom
\_ Uh, how about because it's earning 5 times
as much money? Do you have any idea what
P/E means? -tom
\_ Yes. Do you? Two companies with one share
of stock outstanding. One company's stock
is $20/share. The other is $10/share. The
first company earns $10. The second
company earns $5. What is their P/E? What
is their market cap? How was that $20
determined in the first place and what
does it mean to an investor? BTW, as of
today GOOG has the 13th largest market
cap in the US. If GOOG tripled in value
it would become the largest company in
the US. Do you think it will triple again
(let alone a 600% increase)? Some day it
might, but as compared to previous growth
in stock price over the last N years?
Any reasonable expectation of growth in
earnings is already built-in to the current
stock price so where does that leave
someone who buys at $650?
\_ Price/Market Cap: $20, $10. P/E: $2 for
\_ Price/Market Cap: $20, $10. P/E: 2.0 for
both. All else being equal, the companies
are valued comparable relative to
are valued comparably relative to
earnings, just like GOOG and YHOO when
GOOG's market cap and earnings are both
5* YHOO's. Do you have a point?
\_ Now answer the question about how
the $20 was determined in the first
place and what it means to an investor.
\_ To me, being an investor means
finding good companies which I
can purchase at a reasonable
price given their performance and
prospects. As long as Google
continues to execute on its web
services, it fits that mold. I
don't see any serious threats to
Google in the areas it dominates.
-tom
\_ Google only has 1 web service.
Without ads from search they
cease to exist. What are these
other 'web services' you speak
of? How much research have you
done into search competitors?
Not Yahoo or MS crap who are
just playing follow the leader
but people working on real
changes in search?
\_ Wrong.
"Google would be the largest company
in the US" assumes that none of the
other companies are getting larger.
My investment goal is generally to look
for a double within 5 years; I think
GOOG is reasonably likely to hit that
mark for me; at a forward PE of 25 (less
than today), it would require hitting
earnings of about $7 billion before 2013.
Considering that GOOG is likely to hit
$5 billion this year, that does not seem
unreasonable. -tom
\_ Why should GOOG have a larger
market cap than BRK-A making $7B
when BRK-A makes $12B+? Also, if
share price doubles, but earnings
only increase 50% ($5B to $7B) then
GOOG P/E would skyrocket. I don't
think it's gonna happen.
\_ If you don't think earnings
increases are going to happen,
you're correct in not buying
GOOG. Do you have a reason to
believe earnings increases will
not continue to happen? Earnings
for the last 3 years for GOOG:
$400M, $1.5B, $3.1B. Projected
for this year: $5B. Do you think
it will stop there? Why? Do you
think BRKA is growing at that rate?
Do you think a company that is
growing quickly should be valued
the same as a company that's growing
slowly? -tom
\_ How long do you think a company can
grow quickly?
\_ Depends on the industry and
the economy, eh? Google
won't continue to double
profits and revenues every
year, but it is likely to
grow faster than BRKA for
at least the next 5 years,
absent a serious technological
challenge (which I don't see
on the horizion). -tom
\_ Market Cap != Company Value. Some companies capitalize
their operations largely through debt. How much equity
vs. how much debt is a highly idiosyncratic decision. So
who has the most equity value is an irrelevant question.
\_Google is something like 40th biggest company
in America / 160th in the world. Almost all of
its value goes to equity holders. Citibank goes
almost all to debt, but it is worth 12.5 Googles.
\_ What happens if you buy all outstanding GOOG stock?
\_ You would own all the equity, which will receive
whatever value the company has AFTER the debt
is satisfied. The first portion of company's value
goes to the debtholders. Berkshire, since it is
in this example has about the same $180B market
cap as Google, true, but also has $140B of debt
and is worth $320B. If you wanted to have the
right to every cashflow Berkshire were to ever
take in in the future, you would have to pay
$320B. For Google, $180B. (~0 debt)
\_ You could buy BRK for ~$180B and assume the
debt. The net income is income *after*
interest on debt has been paid and it is 2x
that of GOOG and it can be had for ~$180B.
\_ The problems investing in google: 1) they have a single product,
2) that single product can be displaced by a superior product at
any time (google wasn't always the #1 search engine), 3) they are
super secretive about everything (which bugs me as a potential
investor), 4) they're flying on a lot of hype, if/when that balloon
bursts, they'll come crashing down fast. I am not short-google guy.
I know better than to bet against the crazed massses. I also won't
put my money into a single product company built on net hype.
\_ I agree with this guy. Psychologically propped up stocks can
suffer a bubble bust any time, based on news you cannot
predict. You can win, but it's more about luck than anything.
\_ Was it Warren Buffett who once remarked that he doesn't invest
in high tech companies because he does not understand valuation
for such companies? -- ilyas
\_ Google's product is not search.
<<<<<<< Other Changes Below
\_ Google's product is ads slapped on search results pages. If
someone makes a better search, then google's ad value drops
to near zero.
\_ Wrong.
\_ Of course it is. They say it is not, because they don't
want to be painted with that brush and they are trying
like mad to diversify. However, if the Google search
engine disappeared tomorrow (along with YouTube) then what
would they have left?
=======
\_ no, their product is advertising. Search is just
'advertising' to bring in the eyeballs and make their
real product worth something. Do you think TV shows are
the 'product' of broadcast TV companies? Think about
where they get their revenue. -ERic
\_ Without search they would have no viewers and hence
no advertisers. Their product is their search
engine. Likewise, TV shows are the product of
broadcast TV networks. You are confusing the
product with where the revenues come from. GOOG's
problem going forward is finding ways to expand
their market share and that will be difficult
because they already have such a popular search
engine.
\_ Google has been desperately trying to diversify for
about 5 years. They have come up with all sorts of
very cool and free products but they're not making
any real money on any of them. They also got a bit
Microsoft-y, buying up all sorts of little companies
who could do things that Google with all their PhD
geniuses on board could not.
\_ Wrong.
\_ Google is not "psychologically propped up." It is a company
that is making money hand over fist, growing at an astounding
rate, and showing no signs at all of giving up its dominating
market position.
\_ Like so many others before it, especially in high technology,
they too shall fall.
\_ yeah, I'm sure those idiots who bought Microsoft and Cisco
are kicking themselves now. -tom
\_ The idiots who bought in 2000 sure are.
\_ Google in 2007 is not comparable to Microsoft/Cisco
in 2000; it's comparable to Microsoft in, say, 1990,
or Cisco in 1995. People who bought those stocks
then made a lot of money. I think Google is more
like Cisco than it is like http://pets.com. -tom
\_ Delusional. Like I said, good luck.
Much of the dotcom bubble was based on companies with no real
earnings and no prospects. Google is not one of those companies.
It will have over $15 billion in revenues this year and probably
$5 billion in earnings.
$5 billion in earnings with growth rates remaining near 50%
year-over-year. That's not hype, that's a company with
ridiculously strong, probably unmatched financials. Bet
against it if you like, but you're likely to get your head
handed to you, just like short-GOOG-at-100-guy did. -tom
>>>>>>> Your Changes Above
\_ There are 34 other companies with sales over $10B and 5 year
growth in line with GOOG. GOOG has a larger market cap
than all of them except for BHP.
\_ Are you shorting them? Give some examples; I'd be
interested to investigate them. -tom
\_ No one has to short something to correctly note it is
overvalued and highly risky. Your obsession with the
one short guy is a red herring which has nothing to do
with the overhyped valuation the crazies in the market
have placed on this secretive single-product company.
\_ If you're not putting your money where your mouth is
why should we possibly be interested in your risk
assessments? -dans
\_ Because as I said earlier, I'm not going to
put money down against crazy people who have a
whole lot more they can afford to lose than I can.
I don't have to play russian roulette to know
that it is stupid to do so.
\_ But by your very statement you indicate that
the people putting money down on google are
neither crazy nor playing russian roulette.
Ergo, why is your risk assessment of interest
to anyone, but, well, you? -dans
\_ No, you're confused. By my very statement
they are playing russian roulette and simply
haven't found the chamber with the bullet
yet. I'm not tom. Why are you trolling me
like I'm tom? As far as why would anyone be
interested? It's the motd. The very
question has no meaning here. If people
find my risk assessment interesting, they'll
reply. Some have. You have. If not, they
will skip it. Doesn't matter either way.
\_ No one has provided any real analysis to suggest
that Google is overvalued. They've provided
irrelevant comparisons to other companies,
and thrown numbers around in ways that suggest
that they really don't know how to analyze a
company's stock valuation. For that matter, I'll
take a company with a good single product over a
company with a confused product strategy (such as
Yahoo) any day. -tom
Yahoo) any day.
Edit to add: You also haven't provide examples of
companies with market cap over $10B and growth
profiles similar to Google. -tom
\_ Look them up yourself. It's easy enough. A
lot of them are energy companies. I think
that Apple is one of them, too, as is
Halliburton.
\_ I also own Apple, and Berkshire Hathaway for
that matter. Oil companies are not
comparable; they are growing due to the
commodity they control, which at some
point is going to fall off a cliff. -tom
\_ That's only better for them in terms of
profit. Or if you mean that some day
there will be zero need for oil then
your horizon is far too long and who
knows what will happen with GOOG in 100
years?
\_ Oil companies are basically commodities
plays, and commodities plays are not
directly comparable with pure stock
plays. It may be that oil companies
are good investments due to the
commodity scarcity, but that doesn't
really relate to much other than the
price of the commodity. It also
leaves aside the moral issues. -tom
\_ What moral issues? You invested in
google who has some serious moral
issues but that didn't seem to
bother you; I don't get how you can
seem to believe oil companies have
moral issues which appears to be a
minus for you yet google who has
moral issues is a plus for you.
\_ I just wanted to make a meta comment. I don't actually know how
I would value google's stock. However, to people who thought that
google was overvalued before, and got schooled by the market, you
can't just reply that 'the market is full of idiots, the stock got
hyped' and so on. If the market schools you, your model is bad, end
of story. Maybe your model needs to accomodate psychology. -- ilyas |
| 2007/8/28 [Computer/Companies/Google] UID:47773 Activity:nil |
8/27 what was wrong with my google automation post? asshole.
emarkp.
\_ Hi troll! I have no idea what post the op is referring to. Can you
repost it? Google automation sounds interesting. -emarkp
\_ What that the one with java and buttsex in the description? |
| 2007/8/26-27 [Computer/SW/Languages/Java, Computer/Companies/Google] UID:47757 Activity:nil |
8/26 Java and assfucking
http://www.bileblog.org/?p=334
ok not ass fucking. im too lazy to describe it properly.
funny though |
| 2007/8/23-27 [Science/GlobalWarming, Computer/Companies/Google] UID:47724 Activity:nil |
8/23 how do i view a private livejournal RSS feed in Google Reader?
\_ I've tried this, and I don't think you can. Livejournal provides
a couple of (pretty poor) mechanisms for feeds, but Google
Reader does not (last I checked) support any form of authentication.
I had a script set up to screen-scrape LJ, log in as me and spit
out an rss feed, but it broke and I haven't had the energy to
look into it. -niloc |
| 2007/7/19-20 [Computer/Companies/Google, Politics/Domestic/California] UID:47349 Activity:moderate |
7/19 GOOG has almost 14,000 employees. For a search engine. What do
they do?! I read one whitepaper from them about analyzing MTBF
for disk drives, which is kind of cool, but low on the profit
generation side of things.
\_ You're right, google doesn't make any money. Kill yourself.
\_ I am not saying that. I am asking how many of those
14,000 employees are relevant. We can build a rocket and a
spacecraft to send on it and send it to Mars with fewer people
than that - and that's with government bureaucracy.
Obviously, there are a lot of people doing good work, but
is there a lot of dead wood already? I checked and Edison
has 12,000. Stanford has 10,000. Amgen has 7,000. Walt
Disney has 6,000 in California. Oracle has 8,000 in
California. 14,000 would make GOOG the 6th largest employer
in all of CA if all the employees worked in CA. The first 5 are
PacBell/AT&T, the Naval Base in San Diego, UCLA, UC Davis, and
Edwards AFB. Most of the top of the list is comprised of
government entities. GOOG isn't in a really manpower
intensive field like, say, McDonald's.
\_ it is interesting you worry about the number of
non optimal people at one of the most successful startups
of all recorded history. please get a life, or
optimally, write out a check for your net work to your
favorite charity, THEN KILL YOURSELF. ok thanks.
\_ I'm not worried. I just wonder if there's really a
need for that many people or if GOOG just hired people
because it could. Even the CEO said that they would
really think hard about hiring much less.
\_ Microsoft has about 30k employees, + 30k contractors,
I think they fired all of the non programmers / managers
and hired all support staff back on as low paid contractor
scum.
\_ What is wrong with you? The pp raises a good question, what
is GOOG doing with all those employees? He didn't say
"GOOG WILL FAIL! DOOM!" Stop putting words in his mouth.
It might also be pointed out, Atari could have also been
called "one of the most successful startups of all recorded
history" at a similar point in it's lifetime, and Atari had
a similar business strategy...
\_ dimwit, is that you?
\_ Wow, you're an idiot. Gmail. Maps. Earth. ADVERTISEMENT
(AdWords, AdSense). Video/YouTube. Huge infrastructure to
store and deliver contents. Where have you been since 2004?
\_ you're right in a sense - most of their money is off ads displayed
with their uber-fast/-relevant search results
\_ Not when you have as many hard drives as google has. |
| 2007/6/2-5 [Computer/Companies/Google, Recreation/Stripclub] UID:46837 Activity:nil 60%like:46833 |
6/1 I'm boycotting Orowheat (Google Maps):
http://www.csua.org/u/itn
\_ Or worst time to be walking out of a strip club:
http://tinyurl.com/3yf9t9 |
| 2007/6/1-2 [Computer/Companies/Google] UID:46833 Activity:moderate 60%like:46837 |
6/1 Google Maps - I'm boycotting Orowheat:
http://www.csua.org/u/itn
\_ http://www.csua.org/u/itn |
| 2007/6/1 [Computer/Companies/Google] UID:46825 Activity:kinda low 92%like:46821 |
6/1 Google Maps catches Frank Chu
http://preview.tinyurl.com/2yx62n (maps.google.com)
\_ That's not Frank Chu. |
| 2007/6/1 [Computer/Companies/Google] UID:46821 Activity:nil 92%like:46825 |
6/1 Google Maps catches Frank Chu
http://maps.google.com/maps?f=q&hl=en&q=San+Francisco,+CA&ie=UTF8&om=1&layer=c&cbll=37.795144,-122.406595&cbp=1,372.585845652884,0.572275589278183,3&ll=37.795962,-122.407088&spn=0.002878,0.005021&z=18 |
| 2007/5/9-12 [Computer/Companies/Google] UID:46567 Activity:moderate 85%like:46558 |
5/8 Why I hate Google:
http://preview.tinyurl.com/2xls8y (wsj.com)
\_ I like that she is naming her son Kohler and when
people do searches they are going to get faucets.
Genius!
\_ Weird, in the future she might count her not being
findable in google as a blessing.
\_ I am kind of annoyed that all my usenet posts from 20 years
ago are still searchable. I knew the medium could be preserved,
but I had no idea that it would become such a permanent and
easily available record. -ausman (with a unique name)
\_ You can get google to remove them from their databases. It
takes a bit of work and involves some paperwork asserting
that you are you, but they will remove posts that you want
gone gone gone.
\_ You could do what Tawei Liao does-- create a completely fake
character on his website to distract people from the real
site.
\_ snuggy?
\_ No just look at his current CSUA homepage. It is fake.
Compare that to the first search result you you on
Google. It is real and pretty embarrasing to look at.
\_ You think this is more embarassing than his csua page?
\_ Yeah, you can generate a bunch of new content that kind of
buries the old stuff. That is what I ended up doing, though
not really on purpose. -ausman |
| 2007/5/8 [Computer/Companies/Google] UID:46558 Activity:nil 85%like:46567 |
5/8 Why I hate Google:
http://online.wsj.com/public/article/SB117856222924394753-qdWU6gT1sr_DvqeUqW2Agj2QiZM_20080507.html?mod=tff_main_tff_top |
| 2007/5/7-9 [Computer/Companies/Google] UID:46536 Activity:nil |
5/6 hi what is easiest way for me to grab the email address every person
who has ever emailed a mailing list that I have stored in my gmail?
it exists as a 'label' in my gmail. i'd like to stick this all in a
text file. thanks. |
| 11/22 |