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Mark MariottiNovember 6, 2008
Global Transparancy Needed
Analysis of: RBS unveils capital plan as writedown hits £6.1bn | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Seems that still today (11/5/2008) that various US financial stock market reporting data indicates symbol RBS (Royal Bk Scotland Group Plc) has a per share price value of USD $1.08 and dividend yield of such an unbelievable nature as well as n/a (as of 12:19 PM EST on 11/05/2008 in USD - NYSE). Investors...
Mark MariottiNovember 5, 2008
Another AT&T Cycle
Analysis of: AT&T's Troubling Trends | www.businessweek.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Personally during the previous 30-years I have utilized the business and services of AT&T land line and wireless services. I have experienced the previous court break-up of AT&T - the dividend destruction of AT&T common stock, and never sure which company the current AT&T...
Mark MariottiNovember 3, 2008
What EXACTLY is in this thing? The “mark-to-market” effect.
Analysis of: Deutsche Bank profit plummets 94% | www.bankingtimes.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Deutsche Bank posted a profit in the third quarter of 2008, but only after adopting EU accounting rules (avoiding a loss by making so-called “mark-to-market” valuations of its investments) that allowed it to apply a new method of valuing its assets. Deutsche Bank senior executives will not be paid...
Kenneth EisnerOctober 31, 2008
I 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...
Kenneth EisnerOctober 30, 2008
Cox 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...
Kenneth EisnerOctober 30, 2008
Yahoo'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...
Kenneth EisnerOctober 29, 2008
Apple'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...
Kenneth EisnerOctober 29, 2008
Google, 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...
Kenneth EisnerOctober 29, 2008
Sprint'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,...
Mark MariottiOctober 29, 2008
Slow, 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

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