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November 10, 2008Google’s message to Yahoo: “You are not that important.” Does Yahoo understand?
Analysis of: Report: Google, Yahoo make concessions on ad deal | www.businessweek.com
Author: Dane Madsen, Consultant , Dane Madsen
The inevitable happened. Regulators killed the Yahoo-Google agreement before it started
1) There is not enough distribution for interactive ads and Google did not see this as meaningful incremental traffic to waste the time and energy fighting...
July 9, 2008
Music and Radio. Can the Businesses Save Themselves?
Analysis of: Performance Rights Act | www.opencongress.org
Author: GLG Expert Contributor
Analysis of: Performance Rights Act | www.opencongress.org
Author: GLG Expert Contributor
The Performance Rights Act changes the broadcaster/performer relationship from symbiotic to adversarial. It's not good for either. In fact, it could severely harm the both sides. However, it's not the end of the story. Clearchannel and other broadcasters are implementing a new...
May 12, 2008
WiMax: Yet another attempt by Google to reach open seas
Analysis of: Sprint joins with Clearwire, Google, Comcast, Intel and others to create new $14.5 billion WiMax company | sprintconnection.kansascity.com
Author: GLG Expert Contributor
Analysis of: Sprint joins with Clearwire, Google, Comcast, Intel and others to create new $14.5 billion WiMax company | sprintconnection.kansascity.com
Author: GLG Expert Contributor
- Traditional operators continue to try and find ways to maximize their revenues by getting into information services and applications, and competing with the likes of Google. Google is responding by trying to break-open from their walled-gardens. WiMax is an attempt to break free. Municipal WiFi, FCC...
May 1, 2008Goodbye, Weather Channel
Analysis of: NBC, CBS seen bidding for Weather Channel | www.msnbc.msn.com
Author: Gordon Borrell, CEO, Borrell Associates Inc
Some of you may remember how you felt in the 1990s when Johnny Carson's last few shows were being aired. I feel the same way with The Weather Channel. Competition for TWC has been pent up for years; having it owned by one of the four major TV networks is bound to unleash competition that...
March 31, 2008Bush Nominates Two Democrats to SEC: More of the Same is Likely
Analysis of: White House to Tap Two Dems to SEC | www.cfo.com
Author: Ronald Kiima, President , Kiima Incorporated
Will President Bush's recent nomination of two Democrats to the SEC make it more investor friendly? Not likely!
January 2, 20082007 Accounting Error of the Year: Depreciation and Amortization
Analysis of: Securities Suits Spike in 2007 | www.cfo.com
Author: Ronald Kiima, President , Kiima Incorporated
The subject article provides some interesting insights into the upward reversal in the number of securities class-action lawsuits filed during 2007. Given such, I thought it might be fitting to offer my personal insights into what I continue to believe is the most common, yet rarely noticed, accounting...
December 20, 2007Germany's competition authority prohibits Phonak’s takeover of GN ReSound
Analysis of: TBA | www.bloomberg.com
Author: Stephen Tupper, Partner and Head of Competition & Regulatory Group, WATSON FARLEY & WILLIAMS
The block placed on the Phonak/ReSound merger in the hearing aids market by the German competition authorities although significant should not be seen as the rule but as an exceptional event. The nature of the market and the existence of a vociferous complainant competitor that is headquartered...
November 13, 2007
Grabbing a floating log...
Analysis of: Netflix CEO Exercises Options | www.forbes.com
Author: GLG Expert Contributor
Analysis of: Netflix CEO Exercises Options | www.forbes.com
Author: GLG Expert Contributor
No impact on marketplace but... is drawing attention to the gap between consumer demand and Blockbuster/Netflix services... is indicative of lack of understanding of the media consumer.
October 10, 2007Jellyfish acquisition not a response to Google CPA
Analysis of: Microsoft Acquires Jellyfish.com | blogs.msdn.com
Author: Greg Sterling, Principal, Sterling Market Intelligence
To my knowledge there are no patents; it's all about the business model. The acquisition price was probably relatively trivial for MSFT. Jellyfish was an "also ran" in online shopping with a vaguely unique consumer proposition. It's not explicitly a counter to the Google CPA effort, which remains small....
September 11, 2007SEC Schedule II - Visibility into the Integrity of Reported Results
Analysis of: SEC Schedule II - Visibility into the Integrity of Reported Results | tinyurl.com
Author: Ronald Kiima, President , Kiima Incorporated
Few other disclosures give as much visibility into the integrity of a company’s reported results like the SEC’s Schedule II – Valuation and Qualifying Accounts. Unfortunately, despite such schedule being required of most public companies, few companies seemingly fully comply. The absence of otherwise...
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