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CHART OF THE DAY: Where Are All The Cable Cord Cutters?

The percent of people subscribing to cable is growing. The percent of people choosing just broadband is not.

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THE GOOGLE INVESTOR: Google Still Struggling To Find New Growth Engine

This will continue to be the story for a good long while.

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Google (GOOG) Reports Solid Quarter, Nothing To Hyperventilate About

Cash flow was, once again, astonishing.

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Facebook Stealing More Share Of Brand Advertising -- At Expense Of Yahoo, AOL, And Even Google

Advertisers are slowly becoming convinced.  Portals beware.

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THE GOOGLE INVESTOR: Wall Street Not Expecting A Blowout Quarter Thursday

Which leaves room for upside.

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THE GOOGLE INVESTOR: Ad Spend Roaring Back, But Google Adrift

Google range-bound as investors await Q1 results.

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THE GOOGLE INVESTOR: Google Needs To Innovate Or The Stock Is Hosed

Recent competition has been ruthless on Google's growth prospects.  Where does it go from here?

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Facebook's New Payments System Is Increasing Virtual Goods Sales By An Impressive 25%

More good news for Facebook's new revenue stream.

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Yahoo's New "Network Distribution" Search-Ad Tool Off To Okay Start, But Advertisers Not Yet Switching From Google

The tool delivers better ROI for advertisers, but not enough to materially boost revenue.

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Facebook's New Payment System Off To Great Start, Could Boost Revenue By $250 Million In 2010

And, long-term, they want to kill PayPal.

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E-Commerce Strength Has Continued Into Q1, Says ChannelAdvisor

Sports, electronics, apparel showing particular strength.  Jewelry sales blow.  Amazon still crushing eBay.

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Google Q4 Strong But Not The Blowout Wall Street Wanted

Wall Street's dreams were ahead of reality.

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Google Q4 Earnings Preview: Better Be Big To Drown Out The China Problem

Please join us at 4PM for live analysis of Google earnings.  Here are the expected results...

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Amazon Fires Missile At Book Industry, Launches 70% Kindle Royalty Option

It's already almost "game over" in the e-book business.

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Facebook Wins Again, As Investors In Other Social Media Companies Give Up

Why invest in a space where two companies are running away with everything?

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Kindle Milestone: Amazon Sold More Kindle Books Than Physical Books On Xmas

More leverage in upcoming war with publishers over wholesale pricing.

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Search Spending And Prices Continue To Recover -- Except At Yahoo

Four search moguls are thrilled with what they're seeing in Q4.

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It's AOL's Email Collapse Investors Should Be Worried About, Not Just Subscriber Declines

Unfortunately, AOL's email usage is also falling off a cliff.

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What AOL Isn't Telling Investors

An updated analysis of the company's financial performance.

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Twitter Users Are Surprisingly Receptive To Ads

48% have used search after seeing an ad on Twitter...

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