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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.
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.
Mark MariottiApril 29, 2008
If history teaches us anything... it teaches us NOT to predict the future.
Analysis of: Is now the time to aggressively buy semi stocks, i.e. is the bottom of the cycle near? | www.edn.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
But the future can be managed. We can look at the past cycles and then extrapolate forward potential probabilities. When markets contract, they can keep contracting to oblivion. But the probabilities of markets which are infrastructure tested, tried and true, tend to rebound. Demand growth and upgrades...
Mark MariottiApril 28, 2008
Rotation continues towards Internet commerce.
Analysis of: Internet Economy Looks Strong, Some Experts Say | www.cio.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Many factors, such as; convenience,  better fraud protection, acceptance,  user interface improvements, peer reviews, dysfunctional brick and mortar stores, high transportation costs all contribute to the growth of Internet commerce. The list is very short which tracks products and services...
Kenneth EisnerApril 28, 2008
5 Reasons Why Voice is No Longer King (as this article has carelessly concluded)
Analysis of: CTIA: Mobile Data Use Up, But Voice Remains King | www.informationweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Wireless researchers keep getting the voice to data point wrong, and they shouldn't still be making this mistake.  Consumers aren't using data because they have been given poor devices with poor interfaces, not because they wouldn't use the Internet or other data if the device was better. ...

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