From seed capital of ramen noodles and smarts, Google (NASDAQ: GOOG) now stands on the brink of world domination. How has Google done it? A lot of people think it’s because of their search engine technology, or their system for contextual advertising, or their collection of smarts, or their corporate ethos. But sometimes the answer is a pair of OO staring you right in the face. Google’s performance has been determined by the 2nd and 3rd letters in it’s name, the prominance and potency of its OO factor.
Let’s do a little history of the search engine space; first, coming out of the primordial ooze of the 80′s and 90′s there were many, mostly those who could barely walk (Altavista, AskJeeves, other crap) and amongst them, Yahoo (NASDAQ: YHOO) rose. And who could defeat the incumbent and its OO? Google, a company who knew that they couldn’t put the OO in the caboose. If they wanted to take down the champ, they had to knock him out. So they put the OO right in the middle and the rest is history.
Look at the social networking space. Friendster gave way to MySpace, a beast many thought to be unstoppable –> until Facebook rose to power. There have been hundreds of videosites, none that crushed the others, until a double dose of phonic OO from Youtube. Similar thing occurred with Bluetooth and wireless standards. And HD-DVD? Didn’t have a chance against Blu-Ray.
Why did Microsoft (NASDAQ: MSFT) pay so much for Yahoo in their contemplated acquisition? Clearly, the OO premium. There isn’t much of it out there, so when OO assets are available, they get bid up.
Recommendation: We chastise people who try and make things too simple, but in this case, it IS that simple. OO assets outperform OOless assets. Expect Web 2.0 to be surpassed by the Web 2.OO.
Related Reseach:
- In-Kind Price Targets
- Yahoo's CEO is Addicted to Gambling, Stock Down
- Google uses Perf
- Bear vs Shark The Corporate Edition: HR vs IT Part 2
- Long GOOG Pending Release Google Lucy (Beta)
- How to Increase the Value of Microsoft (MSFT)
- Long the Web 8.0
- GOOG, No Means Yes Baby Part 2
- GOOG, No Means Yes Baby Part 1
- Appropriately Named Executives
No Related Research:
http://www.alcyone.com/oo/
Been there. Doone that.
Oh, man, Johnny, have I got OO for YOO. Check out ticker MOO.
Long: Sympathy For The Devil
GOOG is ripe for a takedown by the first company bold enough to move OO out of the middle and put OO right up front. Bleeding edge technology such as OOGAMY or OOLOGIC, or something with even more oomph, who knows?
My point is a bit stale, but I refer you to “Yahoo Sale Could Be Bad for Minnows” from this past Sunday’s NYT Business section. They quote:
“…said Bismarck Lepe, former Google employee and now chief executive of Ooyala, a year-old video host and advertising company.”
This guy definitely got the “memoo”.
looka that he’s only a year old and already CEO of his own advertising company utilizing the power of OO
spooky.
Don’t forget that Oakley Sunglasses (ticker OO) was taken out at a 12%-plus premium by Luxottica (ticker LUX, maker of Ray-Bans) last year. Link:
http://www.bloggingstocks.com/2007/06/21/oakley-acquisition-suits-luxottica/
Is this why my pOOp can only be described as a force of nature?
Members of Congress, Madame Secretary, To The Hilt. Tonight I say to you, boobs.
Frankly I’m amazed you could omit BOOBS from yoru analysis, as their spectacularlity (its a word, look it up), has resulted in the demand for women, specifically ones with spectacular assets, to demand an outrageous premium since the beginning of time (if not earlier).
That is probably the reason why Mayor BlOOmberg is now Mayor of NYC.
Also Amazon should change it’s name to AmazOOn! And also PT Multimedia, now ZON Multimedia should re-change its name to ZOON….
Acording to this theory, there are a lot of companies that could be made profitable just by changing a single letter… who knows, maybe behavioral finance explains it…
I can’t believe all of you. You missed by far the most important OO of all.
DOUBLE O SEVEN, licensed to kill, the ultimate trump card.
Retards.
I have about $100million of subprime mezz CDOOs you might be interested in