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August 8, 2008Writedown low is a floor, cycles continue...
Analysis of: Wall Street braced for further $11bn writedown at Citigroup | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
a) markets self correct b) yes all sorts of pain occurs c) the cycle continues... lows become floors and investors flood in
August 8, 2008The US refined petrolium gasoline consumer must now smell the coffee
Analysis of: Chrysler Offers Gas Deal To Jolt Sales | online.wsj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
For many decades, the world's refined petrolium gasoline consumer have not had such a plentiful and affordable stream of energy. Finally, the US refined petrolium gasoline consumer has experienced a history of $.27 a gallon in the sixties to $4.50 a gallon today. Price, will eventually CHANGE...
August 1, 2008Apple iPhone is a Humongous, Game-Changer: Read this to Understand Why
Analysis of: Verizon Says iPhone Has Had Minimal Impact | www.ipodobserver.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In this article, I discuss 10 points on why the Apple iPhone has made mobile / mobile Web / mobile commerce the most important opportunity of the coming year. Whether it is the four "killer apps" on the iPhone, carrier disintermediation in tandem with Google, the speed to 4G, or the way it has...
July 22, 2008Sprint's PTT, aka a return to 8-track tapes: Are you kidding me?
Analysis of: Consumer push-to-talk: Does anyone really care ‘where you at?’ | telephonyonline.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In general, I think Sprint has made a never-ending flow of tragic mistakes since their merger with Nextel. But I rarely see a mistake so obviously devoid of consumer misunderstanding that a PTT revival. These guys need a suitor, fast.
July 22, 200810 Requirements to Reach Mobile Commerce Critical Mass because of Apple iPhone (and why the Nielsen report is dangerous)
Analysis of: Report: Mobile Internet use has reached "critical mass" | arstechnica.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In this article, I give a preview of my 11 step analysis to mobile commerce usage, driven quickly forward by the introduction of the Apple iPhone, then adjust it slightly for mobile Internet. But I was appalled by Nielsen's failure to be able to correctly parse the differences between the hideous...
July 22, 2008We Need Nokia: Innovation Central to Smartphone Growth and Apple iPhone Competition
Analysis of: Nokia Tries Apple's Tune | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Admittedly a next generation / innovation proponent, I have long held Nokia as my "old world" wireless players or those not named Apple or Google. Nokia can combine great market presence with true software knowledge to compete in an ever-changing smartphone world. Music may be a tough entry...
July 22, 2008Sprint Acquisition by SK Telekom or Deutsche Telekom Spells Disaster, Unless They Ask the Experts
Analysis of: SK Telecom Should Hang Up on Sprint | blogs.wsj.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Sprint completely missed the ball on their acquisition of Nextel, resulting in an awful acquisition that also laid waste to the main brand. Now, SK Telekom or Deutsche Telekom is poised to do exactly the same thing. You want due diligence, come to the true experts for answers.
June 19, 2008Hardware & Software Duality
Analysis of: HP to Acquire EDS for $13.9 Billion | www.hp.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
HP is a long time solid provider of computer hardware, and EDS (founded the information technology out-sourcing industry more than 45 years ago) is a longtime provider of system services. The Plan of Merger, dated as of May 13, 2008, by and among EDS, Hewlett-Packard Company and Hawk Merger...
June 17, 2008Las Vegas Housing Parabola
Analysis of: HOME INVENTORY INCREASES IN MAY | www.lvrj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
With 45 percent of contingent sales identified as "short sales," or sales in which the lender will be required to accept less than the principal balance owed, we can't expect investor demand to grow. Investors currently have other more liquid and stable securities to place their bets, and...
May 27, 2008CHANGE for the better
Analysis of: MGAs Need To Prepare For Hard Market Now | www.propertyandcasualtyinsurancenews.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
MGA's can seek out better lines and Company deals. MGA's can seek out training to meet the changing demands. One very specific area an MGA can capitalize on is TECHNOLOGY.
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