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Google's analyst day

Video presentation showing some key executives

     
9:25 pm on Feb 10, 2005 (gmt 0)

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showing Schmidt and Page

[shareholder.com...]

from Danny's blog: [blog.searchenginewatch.com...]

1:13 am on Feb 11, 2005 (gmt 0)

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Some key points:

* Google will begin (eventually, no time soon) requiring a login for most of its services. CEO Eric SHmidt would not specify when or for what.
* Google's ideal division of resources: 70% on the search engine, 20% on search products, like Froogle, and 10% on experimental services like Keyhole and Orkut. Of course, with so many people at Google working on AdWords, that 70% working on the search engine may be (my estimation) be divided to 30% on search, 40% on ads. Lets not try to deny Google's most important division is its ad division, not its search division.
* The beta tag means that big features have yet to be added, and will remain on until they are. As we all know, it can sometimes also mean that there's no money in that product.
* Google wants to hire more people, but can't find them because of high standards. Wanna bet that'll change as the need for more people gets more prevalent?
* Larry Page said speculation on Google Browsers and Google Phones was just confusing. "Most of the things we read are a surprise to us".

"UPDATE: I watched the first hour of the webcast, and the AP got one thing wrong. Schmidt didn't say that Google was planning on adding logins. He said that Google didn't need logins on all of its services, because many of the data it collects works with what it calls "anonymous logons", tracing short term usage patterns on a very large scale."

[google.blognewschannel.com...]

5:45 am on Feb 11, 2005 (gmt 0)

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I guess the analysts were not totally amused..

Google fell $3.60, to $187.98, a day after the world's most-used Web search engine hosted its first analyst day, where it declined to provide financial guidance.

[washingtonpost.com...]

4:52 pm on Feb 14, 2005 (gmt 0)

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* Google's ideal division of resources: 70% on the search engine, 20% on search products, like Froogle, and 10% on experimental services like Keyhole and Orkut. Of course, with so many people at Google working on AdWords, that 70% working on the search engine may be (my estimation) be divided to 30% on search, 40% on ads. Lets not try to deny Google's most important division is its ad division, not its search division.

This is surprising. I thought they were going to get smart and diversify.

* The beta tag means that big features have yet to be added, and will remain on until they are. As we all know, it can sometimes also mean that there's no money in that product.

So about 30% of what the company does doesn't make money. Interesting that they'd admit that.

* Google wants to hire more people, but can't find them because of high standards. Wanna bet that'll change as the need for more people gets more prevalent?

"We can't find them because of high standards at what we want to pay them so now we feel justified to hire more H1B's and hire more people outside the US."

 

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