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Kevin Kelleher

Kevin Kelleher is a writer living in the San Francisco Bay Area. He has worked at Bloomberg, Wired News and The Industry Standard magazine and has written for Wired magazine, Reuters, Fortune, GigaOm, Popular Science, Salon, Portfolio as well as many others.

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  • Mark_Zuckerberg_-_South_by_Southwest_2008_-_5

    Wall Street bashes Facebook for doing exactly what it said it would

    Mark Zuckerberg must really be wishing Facebook was still a private company. The disconnect between the grandiose plans he has for the company’s future and the fickle sentiments of public-market investors caught up again with his company today. And all because Facebook did something it had been loathe to do before: guide its shareholders on where it expects its revenue and profit go move next quarter. It all started with what seemed like a routine quarter for Facebook: Revenue…
  • yahoo-truck

    Saving Yahoo may be a long shot, but it’s still worth trying

    Forget that Google’s revenue is growing by 20 percent a year. Or that Facebook’s revenue is growing by 55 percent a year, with the bulk of that coming from mobile ads. Yahoo managed for once to eke out 1 percent revenue growth, and that is actually something for the company to celebrate. As good financial news goes in the Internet sector, this was thin gruel. But it was just nourishing enough to allow Marissa Mayer to make the case that…
  • super-heroes

    The tech market needs a hero. It will have to settle for Google.

    For the average tech consumer, things are going pretty well in October 2014. Ever sleeker, more powerful devices are rolling out by the week. New apps and services, and products are appearing with such frequency it’s hard to keep up with them. But for tech investors, the climate has turned hostile. In the past month, the Nasdaq Composite has lost 8.4 percent, a harder tumble that the broader market, despite signs that the US economy is gathering steam. The…
  • aol

    Why an AOL merger is Yahoo’s best hope now

    The Marissa Mayer era of Yahoo came to be because of the wishes of an activist investor. So it seems oddly appropriate that Mayer’s dreams of reviving Yahoo’s growth may be thwarted by yet another shareholder activist, one who wants Yahoo to do exactly what Mayer does not: slash jobs and merge with AOL. These activist investors normally circle around companies that are losing money in a grim cycle of irreversible decline. That doesn’t describe Yahoo, whose core operations are profitable and stable.…
  • Alibaba

    Alibaba: A tasty dish (just don’t ask how it’s made)

    “When you trust, everything is simple. When you don’t trust, things get complicated.” Jack Ma Alibaba is here. Much like a pregnancy, the IPO involved years of planning, months of gestating, and, finally, weeks of mounting hype. The NYSE midwifed the offering with the utmost care to avoid another Facebook, and the result was a textbook example of a successful IPO: priced at $68 a share, opening at $92.70 a share, with strong demand throughout.…
  • larry-ellison-oracle-no-eyebrows

    What if Oracle’s CEO changes were a crazy plot to secure Ellison’s legacy?

    When the Roman Emperor Tiberius had to choose a successor, he actually chose two: His grandson Gemellus and the notorious Caligula. History books tell us that Tiberius was being shrewd: He knew he was widely despised as a ruler, and had an idea that Caligula would end up in charge and leave Rome with an Emperor that, by comparison, left his legacy looking pretty good. The news of Larry Ellison handing over the CEO role at Oracle to two successors (the…
  • bubble

    Whatever happened to the public stock tech-bubble talk?

    Remember all that talk about a tech bubble last spring? Remember the tech slump that followed, knocking stocks like Facebook and Netflix into double-digit declines over a matter of weeks? It all seems like a distant memory now, even though it fanned the flames under a lot of debates back then. Since then, investors in publicly traded tech companies have enjoyed a quieter summer of contentment. Since mid-May, Facebook has risen 30 percent percent, LinkedIn 49 percent…
  • Screen Shot 2014-09-09 at 5.55.40 PM

    Yes, Watch is elegant, Pay is convenient, and Apple is back. But are we better off?

    Nobody needs an Apple Watch, the way they do a smartphone. The Apple Watch is awfully bulky. The Apple Watch, as designed, appeals to the wealthy, not the global market. These are among the initial, quick-take reactions that reminded me of the chorus of “it’s just a big iPhone,” which greeted the iPad’s unveiling nearly five years ago. Since then, more than 200 million iPads have sold. Skeptics also scoffed at the iPod, which the Watch resembles not…
  • Bezos Checkmate

    Twitch CEO on jilting Google: Amazon “shares our long-term values.” But does it really?

    Amazon’s surprise purchase of Twitch is fascinating for a few reasons. It confirms that live-streaming is no longer a fringe potential in the online-video market. It underscores how the M&A market is increasingly preferred to the IPO market as the exit of choice for the most promising startups. It shows how far the Internet giants like Google and Amazon are expanding onto each other’s traditional businesses. And, in what I find to be the most interesting angle – it illustrates how…
  • turnaround

    The on-again, off-again Groupon turnaround

    Groupon may be once again falling back out of favor with investors. The stock was down 16 percent last night after delivering a second-quarter earnings report that raised questions about how long the company’s turnaround will take and how strong it will be once it arrives. Groupon was among the earlier offerings in the current wave of Internet IPOs. Listing at $20 a share in November 2011, the stock shot up to $31 on its first day, a level it…

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