Friday, July 29, 2005

GuruNet's revenue grows, monetization continues (GRU 2Q05 earnings results)

GuruNet (ticker: GRU) reported Q2 2005 earnings results yesterday. There were no analyst estimates available. Key stats:

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Posted by David Jackson on July 29, 2005 at 12:20 PM in Earnings results, ticker: GRU | Permalink | Comments (1) | TrackBack (0)

Wednesday, July 13, 2005

Netflix offers ads, Answers.com more popular than Wikipedia? (NFLX, GRU)

Quick news/analysis:

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Posted by David Jackson on July 13, 2005 at 12:29 AM in Sub-sector: Advertising, Sub-sector: Search, ticker: FSTC, ticker: GOOG, ticker: GRU, ticker: MSFT, ticker: NFLX, ticker: TWX, ticker: YHOO | Permalink | Comments (2) | TrackBack (0)

Friday, June 24, 2005

Three must-read comments on The Internet Stock Blog

  1. Susan Kuchinskas (Jupiter Media analyst) on How much will Google Wallet impact eBay (GOOG, EBAY)?
  2. Tom Nelson on  GuruNet's Answers.com versus Wikipedia and widgets (GRU)
  3. Jason on  Netflix discusses downloadable movies (NFLX)

Posted by David Jackson on June 24, 2005 at 12:03 AM in ticker: GOOG, ticker: GRU, ticker: NFLX | Permalink | Comments (1) | TrackBack (0)

Friday, June 17, 2005

GuruNet's Answers.com versus Wikipedia and widgets (GRU)

In his keynote address to the Apple Worldwide Developers Conference, CEO Steve Jobs highlighted the availability of new "widgets", small programs that provide easy-to-use functionality on the desktop.

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Posted by David Jackson on June 17, 2005 at 12:26 PM in Sub-sector: Content, Sub-sector: Search, ticker: GRU | Permalink | Comments (4) | TrackBack (0)

Friday, June 03, 2005

GuruNet no longer a short? (GRU)

Josh Silverman, who's been bearish on GuruNet (ticker: GRU), now argues that the stock is no longer a short. He writes:

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Posted by David Jackson on June 3, 2005 at 12:01 AM in Sub-sector: Search, ticker: GRU | Permalink | Comments (3) | TrackBack (0)

Tuesday, May 17, 2005

Josh Silverman on GuruNet (GRU)

Josh Silverman outlined his perceptive thoughts on GuruNet's (ticker: GRU) Q1 earnings results in a comment. Here they are in a main post for the benefit of those who read The Internet Stock Blog in RSS form:

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Posted by David Jackson on May 17, 2005 at 02:52 PM in Sub-sector: Search, ticker: GRU | Permalink | Comments (3) | TrackBack (0)

Wednesday, May 11, 2005

Internet news/analysis quick links

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Posted by David Jackson on May 11, 2005 at 12:01 AM in Sub-sector: Search, ticker: ET, ticker: GOOG, ticker: GRU, ticker: MCHX, ticker: MSFT, ticker: OSTK, ticker: SHOP | Permalink | Comments (2) | TrackBack (0)

Tuesday, April 12, 2005

Internet news/analysis in brief

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Posted by David Jackson on April 12, 2005 at 03:11 AM in ticker: AMZN, ticker: GOOG, ticker: GRU, ticker: NFLX, ticker: RCOM, ticker: SINA | Permalink | Comments (0) | TrackBack (0)

Friday, April 08, 2005

Seven implications of GOOG Q&A, and the threat to YHOO, ASKJ and GRU

Google (ticker: GOOG) announced that it now provides facts (in addition to links) in response to a search phrased as a question. For example, a search for "When did Bob Marley die?" returns the answer "11 May 1981" as the top result. This is a significant development for Google, Yahoo (ticker: YHOO), Microsoft (ticker: MSFT), Ask Jeeves (ticker: ASKJ) and its acquirer IAC (ticker: IACI), and GuruNet (ticker: GRU). Here's the Google announcement in full, followed by analysis and stock impact:

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Posted by David Jackson on April 8, 2005 at 04:09 PM in Sub-sector: Content, Sub-sector: Search, ticker: ASKJ, ticker: GOOG, ticker: GRU, ticker: IACI, ticker: MSFT, ticker: TWX, ticker: YHOO | Permalink | Comments (7) | TrackBack (1)

Sunday, April 03, 2005

Internet news/analysis in brief

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Posted by David Jackson on April 3, 2005 at 12:14 AM in ticker: FSTC, ticker: GOOG, ticker: GRU, ticker: IACI, ticker: MSFT, ticker: NTRT, ticker: RATE, ticker: RCOM, ticker: SHOP, ticker: TFSM, ticker: TWX, ticker: VCLK, ticker: YHOO | Permalink | Comments (4) | TrackBack (0)

Thursday, March 24, 2005

Take-aways from a visit to GuruNet

After a visit to GuruNet and a conversation with its CEO Bob Rosenschein, American Technology Research analyst Mark Mahaney sent the following to his clients outlining two implications for Google (ticker: GOOG), Yahoo! (ticker: YHOO) and MSN (Microsoft - ticker: MSFT):

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Posted by David Jackson on March 24, 2005 at 06:19 AM in Sub-sector: Search, ticker: GOOG, ticker: GRU, ticker: MSFT, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Tuesday, March 22, 2005

Is the GRU takeover press release a fake?

A "press release" - in a mixture of languages and riddled with grammatical errors - claims that GuruNet (ticker: GRU), the owner of the Answers.com search site, will be subject to a hostile takeover. Here's the text:

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Posted by David Jackson on March 22, 2005 at 11:05 AM in Sub-sector: Search, ticker: GRU | Permalink | Comments (0) | TrackBack (0)

Thursday, March 17, 2005

GuruNet on partnerships, growth and competition (quotes from the 4Q04 conf call)

GuruNet (ticker: GRU) CEO Bob Rosenschein used his company's Q4 earnings conference call to describe Answers.com's growth potential, partnerships and competitive position. The  GURU conference call transcript isn't available elsewhere, so here are the prepared remarks in full (minus the standard legal disclaimers):

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Posted by David Jackson on March 17, 2005 at 04:48 PM in Conf call quotes, Sub-sector: Search, ticker: GRU | Permalink | Comments (0) | TrackBack (1)

Wednesday, March 16, 2005

Marc Cuban reveals his personal stock positions

... and they include two Internet stocks: long GuruNet (ticker: GRU), and long Tucows (ticker: TCOW.ob). The reasons?

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Posted by David Jackson on March 16, 2005 at 07:30 AM in ticker: GRU, ticker: TCOW | Permalink | Comments (0) | TrackBack (0)

Tuesday, March 08, 2005

GRU rockets 25% on news of... what?

GuruNet (ticker: GRU), provider of the Answers.com search service, issued a press release today announcing that it has become a Google search affiliate. Details and a comment:

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Posted by David Jackson on March 8, 2005 at 02:00 PM in Sub-sector: Search, ticker: GRU | Permalink | Comments (3) | TrackBack (2)

Wednesday, March 02, 2005

GuruNet (GRU) traffic rises, but questions remain

GuruNet (ticker: GRU), owner of Answers.com, announced that traffic to its web site has topped a million queries per day. Here's the full press release, followed by some comments:

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Posted by David Jackson on March 2, 2005 at 08:05 AM in Sub-sector: Search, ticker: GRU | Permalink | Comments (2) | TrackBack (0)

Tuesday, February 08, 2005

Forbes review of Answers.com likely to further boost GRU stock

Forbes published a rave review today of Answers.com. It said:

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Posted by David Jackson on February 8, 2005 at 09:09 AM in Sub-sector: Search, ticker: GRU | Permalink | Comments (0) | TrackBack (0)

Thursday, January 27, 2005

Walt likes Answers.com so investors like GRU

Walter Mossberg, the "king-maker" technology editor of the Wall Street Journal known for his focus on usefulness and usability, gave a glowing review to Answers.com today. He wrote:

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Posted by David Jackson on January 27, 2005 at 06:04 PM in Sub-sector: Search, ticker: GRU | Permalink | Comments (0) | TrackBack (0)

Tuesday, January 04, 2005

GuruNet launches Answers.com

GuruNet (ticker: GRU) announced the release of Answers.com, a Web site that provides information and answers in response to searches, rather than links to other Web sites.

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Posted by David Jackson on January 4, 2005 at 12:31 AM in Sub-sector: Search, ticker: GRU | Permalink | Comments (2) | TrackBack (1)