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May 14, 2008
No quick fix for food costs
Analysis of: Two more years....... | money.cnn.com
Author: Robert "Lee" Carroll, President and Operating Partner, Circle C Corporation
The causes of food cost inflation aren't about to go away.  Demand in emerging economies for a higher quality and more varied diet will increase, and ethanol production will make it more difficult for producers to respond quickly to the market. 
May 12, 2008
McDonald's is positioned perfectly
Analysis of: McDonald's U.S. Sales Rebound | online.wsj.com
Author: Rick Kowalski, Chief Operating Officer, It's A Grind Coffee Franchise LLC
- The economy is working in favor of McDonalds. - Recent menu additions (coffee) are adding to average check.
David YaskulkaMay 12, 2008
Buy.com deal reinforces that eBay will get what it measures. That’s good and bad.
Analysis of: eBay Partners with Buy.com for New-In-Season Merchandise | rksmythe.blogspot.com
Author: David Yaskulka, Vice President, Product Marketing, KOMPOLT
eBay’s deal with Buy.com represents a tectonic shift in a marketplace known for its “level playing field.”   Will the shift help? As Rany Smythe says in his blog, “If you ever wanted a preview of the "New eBay," I've got a treat for you, it will look a lot like Buy.com's eBay store.”  ...
Kenneth EisnerMay 12, 2008
Yahoo's Pain is Micosoft's (and of course Google's) Gain
Analysis of: Yahoo under pressure after deal collapse | www.ft.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Sure, Google gets the best out of the deal with a weakened Yahoo and a non-strengthened Microsoft, but I'm not sure if this deal would have been good for Microsoft anyway.  They showed a lack of brutish eagerness that has hurt Yahoo, near fatally, and that hurt could help Microsoft climb up the...
Kenneth EisnerMay 12, 2008
What a Mess! Deutsche Telekom ponders Sprint Nextel and a Wireless Wasteland
Analysis of: Deutsche Telekom May Bid for Sprint Nextel | online.wsj.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Buyers beware is an understatement with Sprint Nextel.  They have so many gashes in their underbelly that I have difficulty seeing how they could be a worthwhile acquisition, unless the price drops much further.  T-Mobile is not in a powerful position in the market, and combining the two seems...
Kenneth EisnerMay 12, 2008
Yahoo's Glue is a Good Move, but the User Experience will Determine Success
Analysis of: Yahoo! India launches Glue Pages Beta | www.business-standard.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Yahoo's move into Yahoo Glue is a smart concession in the basic textual search world and a desire to innovate the search experience.  Good for them.  But this is a complicated delivery in a world dominated by simple user experiences, and that is what Yahoo must concentrate on in order to succeed....
Kenneth EisnerMay 12, 2008
Facebook profiles at Work is another Step in the Social Web (Web 2.0)
Analysis of: Facebook users willing to let employers see profiles | www.reuters.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Employees posting full profiles at work certainly poses dangers to employees, should they be arrogantly drawn and rudely sketched. But this and other elements of the Social Web allow for benefits to both employee and employer.  More importantly, this two-way conversation is inevitable, so it is...
Kenneth EisnerMay 9, 2008
WiMax Winners (Google) and Losers (Sprint, Comcast, Time Warner)
Analysis of: Sprint joins with Clearwire, Google, Comcast, Intel and others to create new $14.5 billion WiMax company | sprintconnection.kansascity.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In the short-term, Sprint has salvaged their WiMax opportunity, but a quick look back shows you how much they have really lost.  On the other hand, sly Google had another ace up its sleeve, and their wireless strategy is becoming clearer by the day.
May 9, 2008
Restaurant Margins Hammered
Analysis of: Restaurants Feel Sting Of Surging Costs, Debt | online.wsj.com
Author: Rick Kowalski, Chief Operating Officer, It's A Grind Coffee Franchise LLC
- Commodity prices are rising and distribution costs are up. - Consumers are not willing to accept menu price increases.
May 7, 2008
Insurance Scoring is a Compliance Nightmare: 50 States, 50 Sets of Rules
Analysis of: Credit Scoring | www.iii.org
Author: GLG Expert Contributor
In the absence of a sweeping change in federal legislation, insurance underwriting today is regulated by the states.  This means that when the Mississippi or Texas or Alaska state legislature passes a new bill governing the use of credit scores in insurance underwriting, all involved parties must...

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