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<SPAN onmouseover=_tipon(this) onmouseout=_tipoff()><SPAN class=google-src-text style="DIRECTION: ltr; TEXT-ALIGN: left">Benioff: Stop, or I'll Talk Again!</SPAN> Benioff: Pare, ou eu vou Talk nova... started by Paul Kedrosky
<SPAN onmouseover=_tipon(this) onmouseout=_tipoff()><SPAN class=google-src-text style="DIRECTION: ltr; TEXT-ALIGN: left">Salesforce.com CEO Marc Benioff is trying unsuccessfully to stay quiet through an entire IPO quiet period.</SPAN> Salesforce.com CEO Marc Benioff, que tenta sem sucesso, através de uma estadia tranquila todo IPO calma período.</SPAN>
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The Zen of Searching Nothingness started by Paul Kedrosky
Now that I run Copernic's search as a background process I see a steady list of "what's new" on my computer. For example, until I actually search for something, all the new emails are listed on the main screen as they arrive (or are sent); all new files appear on another screen.


So here is the
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Fraud started by Paul Kedrosky
Fascinating how some companies have managed to bootstrap their way along, despite the hew and cry about there being no risk capital. The folks at ACL particularly intrigue me, given how they have grown a sizable business with no external capital. Kudos.
• 2 days ago
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Darth Vader, Disclosures, and Chapman Capital started by Paul Kedrosky
I'm a tireless reader of corrections in the financial press and so I thought I had seen it all. But <A href="http://online.wsj.com/article/0,,SB107715806444533620-search,00.html?collection=autowire/30day&vql_string=chapman+capital<in>(article-body)">this correction from today's WSJ concerning a recent Money & Investing
• 2 days ago
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Google Contrarianism is Looking Better and Better started by Paul Kedrosky
As I predicted some time ago, the parade of negative Google IPO articles is growing. Both the NY Times and Dow Jones are out with stories today listing all the tech execs and related digerati
• 3 days ago
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I'm Number Two! I'm Number Two! started by Paul Kedrosky
I notice this morning that a Google search for "greed" now brings this site in at number two, right behind the seven deadly sins, but in front of the Church of Scientology. It is august company.
• 3 days ago
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Nasty IPO Weather Out There started by Paul Kedrosky
It's nasty IPO weather our there in the capital markets. Case in point, the following figure from a recent Smith Barney Report:
<img alt="" src="http://www.kedrosky.com/images/ipo-weather.gif" align="baseline" border="0" hspace="0">
In other words, almost 40% of offerings are going out below the filing range. That is in excess of one
• 3 days ago
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Yahoo: Google? Never Heard of It started by Paul Kedrosky
One more from the Yahoo call last night: You would think with Google having gone public during the quarter analysts and Google management would have had a lot to say about said search/advertising company. It is, after all, a Yahoo competitor, and one that threatens to usurp some of Yahoo's lucrative business lines.


Well,
• 1 week ago
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Faces, Emotions, and "Handedness" started by Paul Kedrosky
Most women instinctively clasp babies to their left side. Researchers have all sorts of guesses why, ranging from dominant right-handedness to the beating of the heart. New research, however, suggests it has do with how we processes faces, and which side of our brain handles emotion.


To see how your own brain deals with faces and emotions,
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Those Who Can, Do, etc. started by Paul Kedrosky
It is an old saying in the consulting business, but those who can do, and those who can't teach -- and those who can't teach consult. That point is nicely driven home in this LA Times piece about the
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Nano Anon and the Nano Frenzy started by Paul Kedrosky
As "electro-" was to a company's name in the 1960s and early 1970s, so ".com" was in the 1990s, and so, apparently "nano-" is in the early part of this century. Companies are rushing to remake themselves "nano" in light of the current investor
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RiteAid, Queuing Theory, and the Law of the Slowest Line started by Paul Kedrosky
Why don't more stores have a single line that feeds all the registers? Banks do it, airlines do it, and Barnes & Noble does it, but other stores seem torn. As this nicely-done WashPost piece points out, even when such lines form ad hoc in stores, as
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The Crack-prentice started by Paul Kedrosky
<IMG src="http://www.kedrosky.com/images/apprentice.gif" align=right border=0>I am, to paraphrase, Olivia Newton John, hopelessly devoted to The Apprentice, the new reality show about business. Call it the Crack-prentice for how addictive this show is about a slate of men and women who vie
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IPO Underpricing as Analyst Payoff started by Paul Kedrosky
From the December issue of the Journal of Finance:




We report that initial public offering (IPO) underpricing is positively related to analyst coverage by the lead underwriter and to the presence of an all-star analyst on the research staff of the lead underwriter. These findings are robust to
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2004's Weather has Been Moved Due to Flooding started by Paul Kedrosky
The American Meteorological Society is having its 85th annual meeting in San Diego this week. Unfortunately (or maybe fortunately, if you're a meteorologist) the area is having what is euphemistically called "active" weather. Ironically enough, such conditions have consequences, however, even for meteorologists, according to a
• 2 weeks ago
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The Tech Support Sinkhole started by Paul Kedrosky
Siemens Business Services has done a survey on how much time people spend on the phone with their information technology support people per week:
More than a third -- 36 percent -- of the U.S. white-collar workers surveyed said
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No Conan for NatPost started by Paul Kedrosky
<img src="http://images.google.com/images?q=tbn:wiP2yQUiY0oC:www.angelfire.com/ny/latenightnews/images/019.jpg" align="right" border="0">My friends at the National Post (for whom I write a twice-weekly column) have been banned from media events
• 2 weeks ago
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Google's Offering to be Delayed? started by Paul Kedrosky
Nasty news tonight for Google in a revised filing makes the unthinkable seemingly possible: Google's public offering could be postponed.


In essence the company committed a no-no -- between 2001 and 2004 it issued 23.2-milllon shares of common stock that
• 3 weeks ago
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Meta-Meta Search: Arbitraging the Arbitrageurs started by Paul Kedrosky
News that Pricegrabber has added airfares to its price comparison engine got me thinking. The main reason for the recent emergence of all these meta-fare engines (Kayak, Mobissimo, Sidestep,
• 3 months ago
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Say Goodbye to Underwriting Syndicates started by Paul Kedrosky
Most financial sorts know syndication less as having to do with RSS/Atom/etc., but more with being lucrative groups they form to sell equity and debt. Syndicate members have long been well-rewarded for the relatively risk-free task of selling IPO shares and secondary stock to institutional shareholders.


But that's changing. As <A href="http://www.iddmagazine.com/idd//NYTSStories/nytsst
• 3 weeks ago
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Top Ten Stories Last Month started by Paul Kedrosky
Here are the top ten stories by viewership from last month here. Anyone detect a Google theme running through?



<TABLE class=mystats cellSpacing=0>
<TBODY>
<TR class=odd>
<TD>1</TD>
<TD>Google's New Investor-Friendly Nature</TD></TR>
<TR>
<TD>2</TD>
<TD><A href="http://paul.kedrosky.com/archives/000716.html"
• 3 weeks ago
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President Bush Does a President Benson started by Paul Kedrosky
Pardon me for a little politics today, but an excerpt from a recent Whitehouse press conference got me laughing:




Q: Mr. President, could you tell us, did you see the presidential -- the President's Daily Brief from
• 3 weeks ago
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What Would We Do Without China? started by Paul Kedrosky
From the front of today's Financial Times:


<IMG alt="" hspace=0 src="http://www.kedrosky.com/images/china-tells.gif" align=baseline border=0>
• 4 weeks ago
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Political Economics & T.J. Rodgers started by Paul Kedrosky
Cypess Semiconductor CEO T. J. Rodgers is unique among Silicon Valley CEOs in that a) he is a Republican, and b) he doesn't hide his political views. Read this CNet interview for an entertaining example.
• 4 weeks ago
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Wildfires and the Urban-Wilderness Interface started by Paul Kedrosky
The best book I read in the last twelve months was fire historian Stephen Pyne's magisterial "Fire in America", a history of wildland fire in North America. I read it late last year, shortly after wildfires raced from thirty miles inland in San
• 4 weeks ago
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