Mr. Kevin Lee MBA

GLG News by Mr. Kevin Lee MBA, Chairman & CEO

Not so fast for mission critical apps.

June 18, 2008

Analysis of:Is Google your next data center? | www.computerworld.com

Some things will be cloud based, MSFT, GOOG and AMZN are all betting on it.  for middle market companies having computing in the cloud may make sense. But it comes with risk

My take on the Peanut Butter Manifesto

December 18, 2006

Analysis of: Yahoo's Peanut Butter Recipe | www.clickz.com

In my column, I talk about the under-utlilized assets at Yahoo's disposal:
Large Advertiser Base
Behavioral Information Regarding Search
Large Inventory Pool Under Direct Control

Media Spending Inertia Requires Data to Get Marketers to Change

December 11, 2006

Analysis of:Advertising Forecasters Expect Modest Growth for 2007 | adage.com

Top agencies and top marketers using agencies still plan and buy media using antiquated methods.

Operational Inefficiencies Not Addresed

December 7, 2006

Analysis of:Yahoo Shakes Up Leadership | www.mercurynews.com

I'm not convinced that the big operational redundancies and inefficiencies are addressed by this cosmetic shakeup. 

Two main areas of redundancy are the two separate sales forces (display and search) and technology platforms display and search.  

Largest Content Plays Will insource unless prices drop

September 1, 2006

Analysis of:Content Delivery Network Trends | www.variety.com

Akamai and VitalStream or LimeLight make sense for mid-size content owners or those looking to distribute content.  However, the largest content delivery sites will negotiate low (nearly commodity) pricing or do it themselves.

International strength + preference for offline contact

August 29, 2006

Analysis of:Google wins eBay's non-US ads and e-commerce tie | newsinfo.inq7.net

Look beyond Google's strong representation of international advertisers and proven high level of monetization, there is the pay-per-call portion of the deal that may be key.

International consumers may not be as comfortable transacting online as US consumers, and therefore the pay-per-call piece of the deal may be the key part of the overall deal.

Google seeks stickiness

August 28, 2006

Analysis of:In Depth: Google Discloses Plans For Long-Awaited Office Suite, First Components Due This Week | www.informationweek.com

Google can't afford to lose market share,

It is very hard to change user behavior once it is established

MySpace Clicks not as highly converting

August 22, 2006

Analysis of:My Space is now Google's Space | www.dailytech.com

Google may either want to apply SmartPricing to lower the payout to Fox and charge advertisers less or break out the MySpace inventory into a separate bid.

Advo skews towards local services

July 14, 2006

Analysis of:Valassis Will Acquire Advo to Create Co-op Mail Giant | www.dmnews.com

Consumers expect a certain type of offer in a ShopWise packet.  Sure perhaps the sales teams can cross sell.  But will the consumers respond?  That's the question and determines if a higher multiple is justified.

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