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May 15, 2008
Its not as easy as it looks
Analysis of: NBC launching 24/7 local news channel | www.rbr.com
Author: GLG Expert Contributor
Analysis of: NBC launching 24/7 local news channel | www.rbr.com
Author: GLG Expert Contributor
This is a risky venture with limited upside. This was proven with the expensive demise of a similar venture in Orange county Calif. The basis for success is emphasis on sales rather than programming. Without local ad support there will be no money to improve the "on air look" Secondly you must look...
May 15, 2008Is Blue Nile STILL an Internet Growth Company?
Analysis of: Blue Nile shares rise as profit falls but beats expectations | news.moneycentral.msn.com
Author: Nicholas White, President, White & Co
Blue Nile continues to be priced as if it were a Internet growth company. Here's why that may be a mistake.
May 12, 2008The Mall Is Dead.."Long Live the New King"
Analysis of: J.C. Penney expansion plans include mall exodus | www.smartbrief.com
Author: Nicholas White, President, White & Co
The mall is dead, at least ins so far as ownership of the consumer is concerned. However, retailers have been slow to react. J. C. Penney is one company that sees the strength of a diversified real estate portfolio. Here's why retail companies that move off mall will be the winners...
May 12, 2008Yahoo'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...
May 12, 2008What 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...
May 12, 2008Yahoo'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....
May 12, 2008Facebook 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...
May 9, 2008WiMax 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, 2008Is Signet Groups Better Performance Sustainable?
Analysis of: Signet Q1 group like-for-like sales down 2.5 pct | www.reuters.com
Author: Nicholas White, President, White & Co
Signet's improved first quarter performance may not translate in to stronger performance this fall. Here are just a few of the reasons why.
May 9, 2008The Liquidation of Zale
Analysis of: UPDATE 1-Zale 3rd-qtr sales up but expects loss | www.reuters.com
Author: Nicholas White, President, White & Co
Zale traded margin for sales growth and still expects to lose 40 cents to 45 cents per share in its third quarter. The question for investors is can the company improve sales and profitability during Christmas 2008 (FY 2009) using the same underlying tactics? Here's why investors...
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