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October 31, 2008I Bet Against Microsoft's Azure in Cloud War Against Amazon, Google, Sun, ...
Analysis of: Azure: Can Microsoft Meld Windows with the Web? | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Microsoft has a checkered history of product releases as of late -- from Vista to updated versions of Windows Mobile and Internet Explorer. They seem to release minimal updates, expecting a non-demanding user not looking for vast improvements in user experience and features. In the face...
October 30, 2008Cox May Make Huge Mistake by Investing in Wireless
Analysis of: Cox to Enter Wireless Services in 2009 | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Cox must have something up their sleeve with wireless. Otherwise, why would they become a Sprint MVNO, right on the heels of the huge flame-outs by Amped, Helio, Disney, and others? Bundling surely can't be the only answer, as there has been precious little proof behind that strategy; there...
October 30, 2008Yahoo's Display Ad Nightmare and a Dismal Holiday to Come -- Bah Humbug
Analysis of: New ad cuts raise worries for Yahoo | www.livemint.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Yahoo faces a miserable head wind entering this holiday season. Retail marketers, those likely to drop big bucks around Turkey Day, are having a very bad Fall and may not chase the ghost of Christmas Future. Yahoo's dependence on online display ad revenue could be disastrous for their holiday...
October 29, 2008Apple's Pricing Strategy will Face Problems this Holiday
Analysis of: Apple Holds Prices on Laptops - Computer Maker Refreshes MacBook Lineup | online.wsj.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In just this instance, Apple's arrogance may be its undoing over the holiday season and into next year. It is generally wise, and always tempting, to stay true to the brand, and, in Apple's case, deliver premium pricing on its premium product. However, there are several pricing strategies...
October 29, 2008Google, Apple, and Amazon.com are Best Bets to Weather the Recession Storm
Analysis of: Can Anything Derail Google's Growth Engine? | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Google will see slowing search business domestically, of course, but they continue to expand in other arenas that take advantage of their competitive positioning. Like Amazon.com and Apple, they make moves based on the opportunity, even if the opportunity may not be apparent to the investment...
October 29, 2008Sprint's WiMax Begins in Baltimore: Why Baltimore, you ask?
Analysis of: With UMB Left Behind, LTE and WiMAX Battle for 4G Supremacy | www.instat.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The Baltimore Sprint deployment tells us a lot. In many ways, it shows us the predominance of relationships and ease in choosing a locale as opposed to the attraction of the demographic; if the opposite was the case, Baltimore never would have been selected. As for the LTE v WiMax debate,...
October 29, 2008Slow, not dead
Analysis of: How Detroit Drove Into a Ditch | online.wsj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Ford is expected to move 124,000 units in October 2008
October 28, 2008Cerberus, Means Business
Analysis of: GMAC Struggles With Financing | www.nytimes.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Cerberus Capital Management's current issues with other holdings and issues such as Mervyns, the possible merging of GM and Chrysler, and a very difficult lending environment within GMAC reflect the firms focus towards an eventual profitable book.
October 24, 2008OnLine Search, Current Economy Hedge...
Analysis of: Google defies economy to beat forecasts, shares surge | www.livemint.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
The internet and specifically search engines are where people go today for deep discounts, low costs, answers, information, and new jobs...
Each and every year, the rotation (when feasible) more consumers find comfort within Internet properties.
October 14, 2008Automotive industry competition, more not less
Analysis of: GM, Ford SharesHit New Lows As Sentiment Fades Further | online.wsj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
More competition, not less is required within the automotive industry. Positive results will eventually be rewarded by a free market.
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