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Kenneth EisnerJuly 17, 2007
Apple's Grand Plan: AT&T's lack of Web understanding may forever change wireless
Analysis of: Norwegian hacker says he can bypass AT&T on iPhone | today.reuters.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Yes, there will be a small but growing segment of the population interested in an unlocked iPhone, both for making calls and more importantly for the supercharged iPod, as I will discuss.  What is more interesting, though, is to look at unlocking as another piece in Apple's strategy to be a dominant...
Kenneth EisnerJuly 16, 2007
The Wireless Prisoner Dilemma: AT&T Flinched on Apple's iPhone, and Now Verizon has Lost
Analysis of: Was Verizon Really Wrong To Pass On The iPhone? | telecom.seekingalpha.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In a vacuum, Verizon's decision to pass on the iPhone makes sense, as they couldn't conceive Apple dictating terms to the wireless giant.  Unfortunately for Verizon, AT&T did bow to Apple's demands in order to gain a healthy  short-to-mid term boost in both sales and data ARPU.  This...
Kenneth EisnerJune 29, 2007
iPhone Convergence: What Motorola, Nokia, Cingular, Verizon, etc Never Understood
Analysis of: iPhone Watch: The Summer Blockbuster Goes on Sale Tomorrow | ce.seekingalpha.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Pundits claimed for years that convergence was a myth, that all the domestic (and international) audience wanted a cell phone that would ring.  These are pundits akin to the ones who claimed Amazon, eBay, and Google would be flashes in the pan, and they are wrong.  What has been missing to...
June 19, 2007
Is MagnaChip on the right track
Analysis of: AMI, MagnaChip continue 0.18-M ultra-low power development | www.edn.com
Author: Israel Beinglass, Managing Director, ISB Ventures
MagnaChip has been under performing for several quarters, out of their three business sectors 2 of them (CIS and LCD Drivers) are dismal and only the third one -special foundry is doing sort of OK. The article mention another addition capability to their foundry business by cooperating with AMI.
June 6, 2007
Newspapers will benefit From Google Print Ads in the Long Run - BUYER BEWARE
Analysis of: Frienemy Google Not a Threat (Yet) to Traditional Ad Sales | www.pbs.org
Author: Deborah King, Former Media Manager of Marketing and Planning, Mervyn's, LLC
Google Print Ads introduces yet another source for smaller marketers to play with the Big Boys, but Buyer beware. For the short term, this offering is beneficial to the Newspapers but needs some fine-tuning for small advertisers to benefit. It is essential for the Newspaper Industry to embrace the diversification...
June 4, 2007
Beyond the Ad Serving Buying Frenzy
Analysis of: WPP Group to acquire 24/7 Real Media | www.latimes.com
Author: GLG Expert Contributor
1.WPP's move is just keeping up with the Joneses. The buy itself is just a perception play. 2. How they integrate or break up 24/7will determine the true value and payoff of this deal
Kenneth EisnerMay 17, 2007
Google won Web 1.0 search (pack it in Yahoo!); but Web 2.0 search is the new Wild West
Analysis of: Search Engine Showdown | www.websearchguide.ca
Author: Kenneth Eisner, Principal, Eisner Consulting
* "Crowdsourcing" competitors, as Wikia, Yahoo! Answers, Amazon Mechanical Turk, del.icio.us, digg, and StumbleUpon; * Additionally, vertical search engines, image engines as Like.com,  video engines as Blinkx.com, and Yahoo One Search mobile provide targeted search offerings; * PC World's analysis...
May 9, 2007
DRAM pricing
Analysis of: DRAM Prices: Will we survive the $15 DRAM? | www.edn.com
Author: Israel Beinglass, Managing Director, ISB Ventures
The recent price drops in the DRAM market (and NAND) is an alarming issue.Nobody knows where it will stop. Recent drops in Micron profitability and Hynix rising as number 2 vendor, could be a sign of price war where everything goes...and nobody wins.
May 9, 2007
Kroger, though open to big acquisitions, is more likely to continue making opportunistic fill-in acquisitions
Analysis of: Kroger CFO not opposed to big acquisition | www.reuters.com
Author: GLG Expert Contributor
Supermarket industry consolidation is likely to continue, but not return to the pace of the 1990's.Kroger will continue to be discplined in its approach to growth through acquisitions.
May 2, 2007
Glimpse of Hope to the Memory Market
Analysis of: Samsung, Apple NAND rumor good sign for memory market, firm says | www.edn.com
Author: Israel Beinglass, Managing Director, ISB Ventures
The article discusses the increase demand of Apple to NAND memory chips. Based on the increase demand for iPod and the upcoming iPhone Apple needs all the NAND chips it can get his hand on, Samsung and Hynix will be the main beneficiaries of that.

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