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February 13, 2008

Visualizing Jerry Yang's Anti-Microsoft Defense

Ever since Martin Wattenberg demoed (in highly entertaining fashion) text visualization trees at Money:Tech I've been looking for places to use them. Found one tonight with Jerry Yang's no mas letter defending Yahoo's turning down Microsoft's unsolicited offer:

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Comments

this was indeed fascinating at MoneyTech. this is a cool application of technology...thanks

I wasn't at Money:Tech, so this is the first time I've seen this. It's fantastic. We're now playing around with applying it on our conference call transcripts. We realized that making transcripts freely available would enable people to apply interesting apps to them, such as translation and visualization, and it's great to see it happening. Here's First Solar's conference call visualized:

http://seekingalpha.com/article/64609-first-solar-q4-2007-conference-call-visualization

Very cool Paul, thanks. I entered one of our recent conference call transcripts into it - thoughts?
http://seekingalpha.com/article/64609-first-solar-q4-2007-conference-call-visualization

David / Mick

Nice idea. Glad Martin's stuff works for you.

A suggestion: Most people need some ideas how to get going on this stuff, so you might provide a usage key. For example, in mea culpas it's good visualizations starting with the word "I"; in an earnings conference call you can try "we", or "better", or "worse", or "improved", etc.

Holy CRAP that's cool! I went to Mick's and typed in "market" to see its tree, and instantly had a pretty useful visualization in front of me. The field of biblical textual criticism (among many, many other fields of inquiry), a budding hobby of mine, would find this astoundingly useful.

Thanks for that suggestion, Paul. I'm thinking it's also useful to search for a company's competitor or supplier, to get industry insight.