Blogs - Wall Street Wakes Up

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Blogs - Wall Street Wakes Up

Last October, I decided to start blogging because I thought there was something interesting happening and the only way I know how to figure something out is to do it. I was captured by the "transparency" of blogging and the result is this blog.

Well, about a year later Wall Street is waking up to the same thing. Not suprisingly its being led by Mary Meeker who, despite all heat she took after the bubble burst, is one of the smartest analysts on Wall Street working in the technology and internet sector. I'd also put Safa Rashtchy from Piper Jaffray and a few others on my short list. But regardless, Mary is someone I pay attention to.

She just issued a report, nominally about Yahoo! and its embrace of RSS, but its really a report about blogging and RSS and the impact on Yahoo! and the other content aggregators. Mary concludes that blogging and RSS are important and will be a big driver of revenues for some companies going forward. She points to Yahoo! and Google as two obvious beneficiaries, but also looks to emerging business models that can create meaninful revenues for the bloggers themselves.

I won't try to summarize the main points of the report. If you are interested, go read it. It's freely available on Morgan Stanley's website.

But I do have a question that I'd pose to Mary - Why doesn't she have a blog herself?

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Posted October 28, 2004 in Venture Capital and Technology

Comments

Every key-phrase you snag today will lead to hundreds of new customers tomorrow. Blogs are top notch when it comes to snagging key-phrases, Googlebot loves them, and people are becoming more and more savvy searchers. Always invest in your own future while managing your present. Here's one example. We used our blog in conjunction with the PRWeb news release service to snag the key-phrase 'message transfer agent' in Google. We are number one out of 900,000. It gets only a few dozen searches a month now, but there are many firms paying good money to market the term. Our competitors are expending marketing dollars to spread the use of OUR Google key-phrase. Most do not even realize the power of their blog yet!

Posted by: Rob Thrasher | Oct 28, 2004 10:06:47 AM

Remind me - how do you spell "street"

Posted by: Terry F | Oct 28, 2004 1:21:57 PM

It's shouldn't surprise that Mary Meeker doesn't keep a blog. It's a bit like that 'killer app' - email: companies generally prefer snailmail. Still, she finds it easy to write a report about it. I guess it will be taken more seriously by all those other non-bloggers.

Posted by: Sian Peters | Oct 28, 2004 3:25:20 PM

A VC

Musings of a VC in NYC