Despite Rosy Q3 Results, These Are The 11 Most Serious Questions Still Facing Facebook

Facebook offered some rosy data points in its earnings yesterday, but there are still 11 serious questions facing the company going forward.

Read the full post in Forbes

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Jackson Sees Growth for Yahoo, Storm for Microsoft

(Bloomberg) -- Eric Jackson, founder of Ironfire Capital LLC, talks about Yahoo Inc.'s third-quarter earnings and outlook, and the future of Microsoft Corp. The biggest U.S. Web portal reported profit and sales that beat estimates. Jackson speaks with Trish Regan and Cory Johnson on Bloomberg Television's "Street Smart."



[Long YHOO]

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Why Google Could 'Disappear' in 5 Years

My discussion today on @SquawkStreet about the challenges mobile presents to $GOOG:



[Long YHOO & AAPL]

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Why Does Marissa Mayer Consider Siri the "Perfect Search Engine"?

Marissa Mayer has some big choices ahead of her in search coming up between now and March when the Microsoft deal expires. What will she do and why does she think Siri is the Perfect Search Engine?

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Google's Search for a Second Act

My chat with @JeffMacke on $GOOG earnings tonight - pre-flash crash:

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Why Sprint's Softbank Deal Is Good for Yahoo!

NEW YORK (TheStreet) -- SoftBank (SFTBY:OTC) just dropped $20 billion to buy control ofSprint Nextel (S).

One of the implications of this deal, some observers have concluded, is that SoftBank will now no longer be able to do a deal to buy back Yahoo!'s (YHOO) stake in Yahoo! Japan, which SoftBank also controls.

Not so fast. There are several ways the Sprint deal could be good for Yahoo! shareholders.

Read the full post on TheStreet

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Instagram is the Lycos of Mobile Photo Sharing

Instagram is a great app.

It is the easiest and most fun way to share an a photo on a mobile device — as of right now.

Read the full post on Forbes

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What's Up With 'Big Data'?

NEW YORK (TheStreet) -- One of the myths of the last two years in technology is that "big data" is going to allow all these amazingly personalized services for us.

It hasn't happened.

Katie Roof, a journalist, tweeted the other day: "I get random roofing companies following me on Twitter... Roof is really my name..."

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Give 'Superman' A Chance at Yahoo!

Marissa Mayer's only been on the job for 2 and a half months. Let's give her a chance to prove herself.

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RIM to Be Sold Within 24 Months, Jackson Says

My chat with @tomkeene & @scarletfu this morning about $RIMM and $YHOO



[Long YHOO]

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Facebook's MySpace Moment: Why Twitter Is Already Bigger Than Facebook

Facebook might have just hit its MySpace moment in coolness, passed on the way up by Twitter. As coolness goes, so goes, users, revenues and profits.

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Ken Goldman Means More Financial Discipline at Yahoo!, Not Willy-Nilly Acquisitions

Yesterday, Tim Morse was effectively let go as CFO at Yahoo! (YHOO) by new CEO Marissa Mayer and replaced by Silicon Valley veteran Ken Goldman.

There are two diametrically opposed interpretations of what this hire means in the press today.

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Eric Schmidt Says Google Would Love to Replace Microsoft as Yahoo!'s Search Partner

No one is reporting that Eric Schmidt said overnight in Tokyo that Google would love to be Yahoo!'s search partner again.

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What Will Mayer's Yahoo! Strategy Be Tuesday?

NEW YORK (TheStreet) - On Tuesday, Marissa Mayer is set to unveil her grand strategy for turning around Yahoo! (YHOO).

This was decided at the end of last week at a company board meeting according to Kara Swisher at AllThingsD.

What is she going to say?

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What Yahoo! Must Do Next

NEW YORK (TheStreet) -- On Monday in Real Money, I suggested that readers go long Yahoo!(YHOO) stock or short-term calls betting on a deal with Alibaba being announced by today. Instead, the deal got announced yesterday.

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Yahoo!'s Culture Problem? It's Already Fixed

For all the bloggers who think Yahoo!'s culture is unfixable, I've got news for you, Marissa Mayer's already fixed it.

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7 Fearless Predictions for Where Marissa Mayer Will Take Yahoo!

Marissa Mayer is going to be bold in her actions in the next year at Yahoo! Here's what to expect.

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Why Apple Should Replace Google as the Default Search Engine on iPhone with Yahoo!

It's a matter of time before Apple drops Google as the default search engine on the iPhone.  However, here's why it's more likely that they'll replace it with Yahoo! search rather than Microsoft's Bing

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When David Filo Gets Excited, I Get Excited

David Filo isn't known for speaking out publicly. That's why his endorsement of Marissa Mayer as Yahoo! CEO is so significant.

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A Peek Into the Future of Mobile with Former HuffPo CEO Eric Hippeau

Eric Hippeau of Lerer Ventures gave me a sneak-peek into some of the tech trends influencing which hot tech start-ups he's backing.  We also swapped old Yahoo! stories.

Read the full post in Forbes

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