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what does it make
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Aug 21, 2014 00:51
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Ben Grahams Ghost posted:until the carriers set up their shop on the home screen and relegate the play store to the app list lol ur gonna be so disappointed in the near future
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Aug 21, 2014 00:57
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Shaggar posted:the last ship is so bad but its bad in a way that hasn't happened in decades. i got three episodes in and i just couldnt do it anymore. god's honest truth there is a scene where a marine guy says "we don't negotiate with terrorists" and triggers some kind of explosion to kill escaped gitmo prisoners
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Aug 21, 2014 00:59
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Nintendo Kid posted:lol ur gonna be so disappointed in the near future well if we're gonna constrict it to the near future sure my pillow will be stained with tears but i think google's collapse will be more of a long, slow thing they have a lot of money they aren't just gonna disappear no matter what the carriers do
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Aug 21, 2014 01:05
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Last Chance posted:i got three episodes in and i just couldnt do it anymore. yeah its incredible.
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Aug 21, 2014 01:14
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Smythe posted:shaggar convinced me to watcht he epic fail show THE LAST SHIP shaggar the horrible
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Aug 21, 2014 01:17
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also now google has metrics for you liking horrible things lol
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Aug 21, 2014 01:18
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my google rep invited me out to a little gaming industry get together last night and got me hammered, also all my old co-workers from EA were there and they also got hammered. it was fun.
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Aug 21, 2014 01:21
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cremnob posted:because anroid was only successful because carriers allowed them to be. i dont think people realize how much power carriers have and in every non-iphone phone, they're the customer.
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Aug 21, 2014 01:23
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Ben Grahams Ghost posted:well if we're gonna constrict it to the near future sure my pillow will be stained with tears google will never collapse, apple however will
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Aug 21, 2014 01:48
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tcl rune ios
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Aug 21, 2014 01:48
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how long have we got fishmech 
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Aug 21, 2014 01:53
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lol apple can only survive so long running on the fumes of a personality cult
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Aug 21, 2014 02:15
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theadder posted:how long have we got fishmech less than 10 years
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Aug 21, 2014 02:29
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Ben Grahams Ghost posted:but i think google's collapse will be more of a long, slow thing they have a lot of money they aren't just gonna disappear no matter what the carriers do google is a $400 billion company with a virtual monopoly on a multibillion dollar core ad business the company could "collapse," android could be a forgotten memory, 99% of their employees could quit overight, and google would still be hugely profitable they can do anything they loving want, and they'll have that capability for decades
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Aug 21, 2014 02:37
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conversely apple is a consumer electronics company whose brand was virtually unknown ten years ago. they're engaged in a pitched battle for a saturated market in a few rich countries. i don't think it's likely but apple actually could pull a 'sony' and just kinda fade away in its current core markets and lose shitloads of money. consumers are fickle and apple just doesn't have many magic network effects working for them
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Aug 21, 2014 02:38
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Notorious b.s.d. posted:conversely apple is a consumer electronics company whose brand was virtually unknown ten years ago engaged in a pitched battle for a saturated market no, the brand was well known, but the products were mostly unwanted. extremely high resistance to using anything else apple sold even though people were plenty ok with buying ipods and occasional purchasing itunes music today they dont even really have the ipod anymore and their only popular products are consistently shrinking slices of the phone and tablet markets. they will probably revert to 90s apple share levels and eventually go out of business, as they were originally on track to if the ipod hadnt been able to succeed
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Aug 21, 2014 02:42
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good poo poo, keep it ocming
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Aug 21, 2014 02:45
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Last Chance posted:good poo poo, keep it ocming
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Aug 21, 2014 03:33
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keep it ocremix coming FTW guile theme PWNAGE
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Aug 21, 2014 03:40
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Notorious b.s.d. posted:google is a $400 billion company with a virtual monopoly on a multibillion dollar core ad business they trade at a 30x multiple to earnings right now - if they traded at the market average they've be worth half as much. right now they are trading at that multiple because it's a "growth" story but as revenue falls from advertising they'll be revalued at a more appropriate p/e. search will become a commodity, especially on mobile, because people don't give a poo poo who answers whatever they type into a search field on the phone so long as the result is usable. a good indicator that google is worried would be them trying any and every possible product/service in the hope that something sticks to try and replace lost ad dollars, which coincidentally is what they are doing facebook, for better or worse is gonna eat their lunch. advertisers only care about targeting as accurately as possible and google is not going to be able to offer targeting as precise as facebook will without some innovation the big thing they have going for them is (iirc) all the stock voting rights are held by larry, serge and maybe eric. investors have no say so the montessori boys are free to do whatever they'd like and can continue to pitch money into whatever hole they choose, buying up companies and loading up on goodwill until they inevitably have to write it all off in a few years
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Aug 21, 2014 03:54
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Ben Grahams Ghost posted:they trade at a 30x multiple to earnings right now - if they traded at the market average they've be worth half as much. they trade at a 30x multiple because they have 60 billion in cash. exclude the cash and their P/E is around 25. for perspective, let's look at some boring consumer brands:
i don't think google has much of a growth story either, but i think they probably have a 20% better growth story than freaking phillip morris usa. at least google's customers aren't literally dying off p.s. "average" P/E makes no drat sense because there are shitloads of stocks that are worth nothing. you would need to weight it by market cap and probably also facet by industry to extract any numbers that are useful p.p.s. it's still crazy that phillip morris and coke are trading at 20+ p/e, this is a monster asset bubble. google is just swept up in a larger craze for stocks Notorious b.s.d. fucked around with this message at 04:42 on Aug 21, 2014 |
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Aug 21, 2014 04:40
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lots of profit to be had giving people in china and india lung cancer.
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Aug 21, 2014 04:52
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Notorious b.s.d. posted:conversely apple is a consumer electronics company whose brand was virtually unknown ten years ago. they're engaged in a pitched battle for a saturated market in a few rich countries. dude you're forgetting a key fact: apple has the affluent lady market loving cornered granted this is an understandable oversight for you
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Aug 21, 2014 04:53
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Ben Grahams Ghost posted:facebook, for better or worse is gonna eat their lunch. advertisers only care about targeting as accurately as possible and google is not going to be able to offer targeting as precise as facebook will without some innovation i initially called you an idiot and banged post. i felt bad, so here comes an effort post. targeting is extremely valuable on television. if i want to sell a minivan to mid-40s soccer moms, i have no way to tell which ones are looking to buy a car. i do know how to reach every mid-40s soccer mom in the tri-state area: buy air time on shows that match the demographic. i won't precisely hit the people thinking of buying my minivan, but i will hit everyone who might ever want a minivan, regardless of whether they want a minivan right now. and i'll hit them with a 30 second spot that takes up 100% of the television, has full motion video, blaring sound, and potential to entertain. search advertising doesn't offer that level of intrusion on the user. but it cuts out all the crap about demographics. it doesn't have the same potential to engage, but it offers the ultimate targeting: i hit the people thinking about buying my product, right now. i have no idea if you're a mid-40s soccer mom or a dog on a keyboard, but if you search "notorious b.s.d. minivans" i know you are exactly the person i need to reach. unfortunately, i can only reach you with a very-ignorable text ad. good thing for me, you're trying to find me, too. because it is intent harvesting. you intend to buy a minivan, you tell google/bing that quite deliberately, and i can reach you through that search facebook and twitter advertising manage to combine the inept targeting of television with the garbage user engagement of text blurbs on bing. i have no idea whether you want to buy poo poo, and i'm showing you three lines of text you don't want to see the numbers just about speak for themselves:
the inept targeting and high prices on TV ads are starting to look p. good, aren't they? Notorious b.s.d. fucked around with this message at 04:58 on Aug 21, 2014 |
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Aug 21, 2014 04:53
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H.P. Hovercraft posted:dude you're forgetting a key fact: apple has the affluent lady market loving cornered sony cornered this in the 80s with the walkman you see a lot of 2014 affluent ladies with walkmen?
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Aug 21, 2014 04:55
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Notorious b.s.d. posted:sony cornered this in the 80s with the walkman yes also polaroids and record players kinda scratching my head as to why betamax and minidisks/archos players aren't more of a thing now tho
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Aug 21, 2014 05:02
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H.P. Hovercraft posted:dude you're forgetting a key fact: apple has the affluent lady market loving cornered nope.
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Aug 21, 2014 05:02
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Shifty Pony posted:lots of profit to be had giving people in china and india lung cancer. anderoid lol? swapping phones every six months generates a lot of e-waste.
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Aug 21, 2014 05:08
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as an affluent lady i
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Aug 21, 2014 05:09
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ultramiraculous posted:anderoid lol? well to be fair lots of phones are pretty much e-waste from the beginning so tossing them just makes it official
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Aug 21, 2014 05:12
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Notorious b.s.d. posted:i initially called you an idiot and banged post. i felt bad, so here comes an effort post. basically search is a gold mine for advertising because you search to find a thing you want to buy. social is for finding what your friends are doing. notice how I didn't say buy in that second statement
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Aug 21, 2014 05:14
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fabecook
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Aug 21, 2014 05:16
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Boxturret posted:as an affluent lady i go on
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Aug 21, 2014 05:21
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pagancow posted:social is for finding what your friends are doing. pinterest is dangerously close to this. someone finally managed to get people make a profile consisting almost entirely of "i would really like to buy this for my house" items.
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Aug 21, 2014 05:22
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Notorious b.s.d. posted:i initially called you an idiot and banged post. i felt bad, so here comes an effort post. good lord
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Aug 21, 2014 05:27
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are u aware that its possible to fishmech with many fewer words (cf fishmech)
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Aug 21, 2014 05:28
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sometimes its better to have the truth written out in full hth
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Aug 21, 2014 05:33
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wheres cremblob
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Aug 21, 2014 05:36
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ultramiraculous posted:pinterest is dangerously close to this. someone finally managed to get people make a profile consisting almost entirely of "i would really like to buy this for my house" items. Pinterest almost has an ad business that makes sense. I wonder why it's not just rolling in dough. Narrow demographics? Too many women?
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Aug 21, 2014 05:50
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