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March 17, 2008Yahoo's Stalling, but They Can't Escape Microsoft's Grasp
Analysis of: Yahoo buys time with Microsoft by board move | www.reuters.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Yahoo is doing whatever they can to avoid a Microsoft takeover, but it is becoming obvious that they will have no choice but to fall prey to the Seattle giant, in large part because their other suitors - News Corp, Google, and AOL - could never exude the leverage that Microsoft could. In truth,...
March 12, 2008RIM v. Apple: Why Apple is Positioned Well for the Fight
Analysis of: Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The RIM versus Apple battle is the current smartphone battlefield (unless Nokia can enter the fray), with Microsoft and Palm bowing out due to an inability to innovate and deliver products that capitalize on the shifting pro-sumer or business / consumer market. Now that Apple is making a move...
March 10, 2008A Kinder, Gentler Microsoft - in the Browser Battle Trenches, is the Aggressor Playing Nice?
Analysis of: Microsoft rolls out test of new Internet Explorer 8 | www.reuters.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Microsoft is in the middle of a tremendous browser battle. Their share has been eroding, and the web masses are getting restless. Internet Explorer 8 is an attempt to fight back Firefox and Safari, but it also appears to be a change in approach for Microsoft.
March 10, 2008Google Gears Gingerly Enters the Mobile Fray … What, no iPhone?
Analysis of: Google Gears heads for Windows Mobile phones | www.zdnetasia.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Google Gears delivers interactive applications that run offline to a place where these applications will certainly excel, on a mobile device. However, the users most likely to use it, iPhone users, aren’t on the list and neither are Nokia users. Are they just seeding for the Android launch?...
March 4, 2008Data is King: Verizon, Sprint, AT&T, and T-Mobile Hasten Voice as Commodity in the Wireless World
Analysis of: Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee | biz.yahoo.com
Author: Kenneth Eisner, Principal, Eisner Consulting
With the decreasing value of voice through both mobile and landline phones, Verizon, AT&T, Sprint, and T-Mobile are all entering into a price war that places a decreasing value on voice. They are also adding data onto their plans, and services such as Sprint TV, in the hopes of getting consumers...
February 13, 2008Will Yahoo! be the Next AOL? A Look at the Suitors – News Corp, Microsoft, and Google
Analysis of: After Rejection by Yahoo, Microsoft Hints at a Fight | www.nytimes.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Yahoo is in a good and a bad position. The good position is that they have multiple suitors already -- Microsoft, News Corp, and Google (in a way) -- and might get more, driving up the offer price. The bad news is that they've already seen AOL go down the road of a failed merger with Time...
February 12, 2008AT&T is unlocked Apple iPhone 'scandal' loser; Apple will emerge comfortably
Analysis of: Millions of iPhones Go AWOL | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
AT&T doesn't make a cent off of an unlocked Apple iPhone, but Apple makes a hefty profit. Plus, they get distribution to untapped markets and can still claim that they tried to prevent it. Apple is on a roll and will continue through the next iPhone release (provided it is not a bad...
February 12, 2008Google's domain tasting policy, though well meaning, is small potatoes
Analysis of: Google declares war on domain tasting? | www.imediaconnection.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Google's domain tasting policy makes sense, but, predictably, it addresses a very small concern. Click fraud and a complete lack of transparency are more vital, though this lack of transparency also vaulted Google over Yahoo, AOL, and Microsoft. In the vein of openness (OpenSocial, Android,...
February 12, 2008GPS is worthwhile, but Garmin's Nuviphone won't impinge on Apple iPhone's Space
Analysis of: Who Dares Call Garmin's Nuviphone an iPhone-Killer? | blog.wired.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Garmin's Nuviphone entrant shows that the incumbent manufacturers and carriers are continuing to lose their stature, in the wake of the Apple's iPhone. However, Garmin has neither the brand power nor the expertise to pull off an iPhone. We won't be able to predict success until we have much...
January 28, 2008It's the Interface, Stupid: iPhone's Safari Clobbers Microsoft and Nokia
Analysis of: Google Sees Surge in iPhone Traffic | www.nytimes.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Manufacturers, carriers, and analysts completely underestimated the willingness of consumers to access the Internet over mobile devices and are still nay-saying the iPhone. They're wrong, and the numbers prove it.
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