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.

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.

Read The Wall Street Journal article.

Cloud computing will dramatically change healthcare.  The cost for just computer hardware and software to start  a moderate sized medical or dental office is in the low six figures – added to the cost of the office construction (and student loan debt).  EMR, insurance processing, supply purchases and data mining will be greatly facilitated.  1dentist, LLC, www.1dentist.com, launched cloud computing in dentistry in June 2009.

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“Film will never come back,” Mr. Perez said. “Those very, very, very high gross margins that film had will never come back. I don’t know of any digital businesses that will even have half of the margin that film had.”

Healthcare content creation for the internet is a very high gross margin business that could benefit from the worldwide recognition of the Kodak brand name.  Mr. Perez should look at it.  www.1dentist.com has created and provides 4,400 pages of content in dentistry worldwide since 1998.

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7% increased media spending should not be spent online because of P & G’s very weak web sites. P & G is already weaker in emerging markets than Colgate. How does it hope to grow beyond its goal of 0.5% per year in these markets?

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Analysts should carefully review data from Yahoo search network’s “Ad Delivery Report.” Our internal data running 650 worldwide dental websites (www.1dentist.com) shows that Yahoo is infested with Spam websites that they appear indifferent to correct. This could artificially raise short term revenue while exposing Yahoo to unwanted class action attention. Yahoo search is foundering in irons. Perhaps Bing will offer a lifeline.

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1dentist, LLC reached an agreement with Digital Practice to consolidate development of cloud computing in dentistry. 1dentist, LLC (www.1dentist.com) is the world leader in internet dentistry and was the first dental company to work on cloud computing.

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Analysts should carefully study the Brand websites of these companies to see if they currently add any value to their brands; they do not.  These Brand websites do not provide any content worthy of a return visit and will not help these brands grow in developing markets.  On the internet these brands are Goliaths awaiting slaughter by an upstart.  At www.NYCdentist.com we offer 4,400 pages of exclusive, free content through 650 worldwide urls since 1998.  The content on Crest.com, Colgate.com orOralB.com – for example – does not reflect the oral care information visitors are seeking.  Visit these websites and you decide.

Read The Wall Street Journal article.

The financial comparisons between Google and Yahoo don’t seem to consider a lot of small numbers that in sum may become quite large.  Yahoo is building Ad Network Distribution combining Yahoo Search and Yahoo Partners but many of these Partners appear to be Spam sites stuffed with Keywords.  I’ve seen this Partner revenue reach 80% of total revenue. Do I hear refunds?  These numbers seem to indicate that Yahoo’s reported revenue should be discounted.  And Google, by comparison, will be that much stronger allowing Sergey Brin to spread democracy in China.  Good luck!

This blog was subsequently expanded and published in the Wall Street Journal website.