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Archive for the ‘Dr. Dorfman on WSJ.com’ Category

Google Cools off, and Stock Drops

Friday, January 20th, 2012

An Apple Search engine on every iPhone, iPad and Mac could quickly damage Google’s core business. And Apple would probably be happy to do it.

A Facebook Search engine would add to the damage.

Bing-Yahoo and Yelp could ally with either of the above.

It could happen quite quickly and alienated advertisers would happily leave in droves to follow the traffic.

Read The Wall Street Journal article.

Later in the same comments section:

Apple already has a search engine. It is called Siri.

Google Cools Off, and Stock Drops

Friday, January 20th, 2012

Google has become inextricably linked with online search, email and maps but it is not loved. Apple is loved. Perhaps Google should not have dropped the “don’t be evil” motto in 2009 because it has become merely a useful tool.

There is significant discontent with Google’s black box algorithm. Search for it on Bing. There is significant fear among online advertisers about Google’s ability to unilaterally crush a business without recourse in a manner reminiscent of the Russia Sergey Brin sought to escape.

Larry Page should refocus on search ads and learn how to make his search advertisers happy so they won’t be so willing to jump to the next Facebook-like competitor. Otherwise our data suggests a downward trend for Google.

Read The Wall Street Journal article.

Health Care Dominates Week’s U.S. IPOs

Tuesday, February 1st, 2011

As a practicing dentist I personally like and use BioHorizons dental implants (among other brands) but I would not buy shares in the company.

There are many dental implant manufacturers and each make claims for the superiority of their brand (e.g. Laser-Lok).  Beyond a certain point in quality many implant dentists feel that “a screw is a screw” and success depends more on how the implant is placed surgically and the quality of the prosthesis it supports.  In other words, success depends upon the carpenter not the screw.

Competition is fierce and discounting is commonplace in BioHorizons core business of dental implants and it became more intense in November 2010 with the purchase of Implant Direct by Sybron, a division of Danaher.  I can understand why the private equity firm behind BioHorizons wants to recoup their investment now but they can keep their stock.

Read The Wall Street Journal article.

The Price of Unwanted Ad Clicks

Sunday, January 16th, 2011

This article was written in the Wall Street Journal after I discovered a problem with Google’s Session-based Broad Match.

Read The Wall Street Journal article.

IPads Are Latest Weapon in Medical Sales

Friday, December 10th, 2010

The biggest players in dental software are only written for a Microsoft operating system. We have been informed this was at least partially related to financial incentives from MS. They tend to be overly complex and are not designed for current wireless communication.

Our data across 650 worldwide dental websites show significant interest in online dental software accessible particularly with an iPad. We launched 1dentist.com software in June 2009 in response to increasing interest in on demand dental software. The iPad could become huge for young dentists given the high costs associated with current office-based hardware, software and IT support.

Read The Wall Street Journal article.

Google: Still a Good Buy

Sunday, October 24th, 2010

“Google’s “Do no evil” mantra may be ridiculed in some supposedly sophisticated quarters…”

The author appears to be minimizing, or even himself ridiculing, criticism of Google.  Perhaps he should carefully examine this criticism given that he is recommending the stock and is personally overexposed in a downfall.  That would be an interesting article more worthy of the WSJ.

Read The Wall Street Journal article.

Facebook, Microsoft Deepen Search Ties

Thursday, October 14th, 2010
Our trailing 12 month data across 650 worldwide urls in dentistry shows that Google is already having a problem with Facebook’s challenge in search.

Read The Wall Street Journal article.

No ‘Fairy Dust’ for Yahoo Turnaround

Wednesday, September 15th, 2010

I personally spoke with Carol Bartz before her breakfast talk at the New York Athletic Club on Tuesday and I liked what she said. I understand the Yahoo grievances but believe it is better for all if the Bing-Yahoo partnership succeeds.  Small and large advertisers should support the effort.

Read The Wall Street Journal article.

Google vs. Facebook on Places

Friday, August 20th, 2010

Doctors and dentists are a “top ten” category for local business advertising and so can be influenced by, and can influence, Places. 1dentist, LLC has been online since 1998 and tracks data from 650 worldwide dental websites. Our data from the first half of 2010 shows several interesting trends – especially G vs. FB – which we will soon publish. In the meantime, analysts should focus on this WSJ statement “Google, which thrived by selling relevant ads alongside its Internet-search results, faces challenges from Facebook…”

Read The Wall Street Journal article.

Doctors Get Dose of Technology From Insurers

Tuesday, August 10th, 2010

It is possible to incentivize doctors to use Electronic Health Records by seamlessly incorporating New Patient marketing and appointment scheduling. At 1dentist.com we have over 11 years of online data that shows how this can be done.

Read The Wall Street Journal article.


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