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Nicholas White, President
Nicholas White, President
White & Co
Analysis of: Wal-Mart's Back in Its Element (www.fool.com)
Nothing has really changes at Wal-Mart to suggest that it will perform that much better in a declining economy; including the numbers.  Heres why.
Nicholas White, President
Nicholas White, President
White & Co
Analysis of: Big hopes for ministores (www.baltimoresun.com)
As Sears falls further behind, Sears retail strategy grows more disparate between divisions which will probably worsen during the new reorganization.  Clearly Lampert is out of touch with what is happening.
Analysis of: Another Amazon 'cloud' database, but this one will be Oracle-compatible (www.computerworld.com)
Every business, whether it specializes in manufacturing or is part of the Web 2.0 landscape, sooner or later finds itself in need of a database system to help manage information flows throughout the company.  Most businesses find that they end up with a database system as they grow, starting off...
Nicholas White, President
Nicholas White, President
White & Co
Analysis of: Retailers trimming back merchandise (www.msnbc.msn.com)
Most retailers will play it safe as consumer spending declines, but with over $2 trillion in retail sales in play, there are big market share opportunities for companies with innovative merchants at the helm. 
Analysis of: Gannett Co., Inc. Releases December Statistical Report (www.tradingmarkets.com)
Article is extremely relevant as it address the current climate for newspapers. There is still life left, but much change is needed.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: After Rejection by Yahoo, Microsoft Hints at a Fight (www.nytimes.com)
Yahoo is in a good and a bad position.  The good position is that they have multiple suitors already -- Microsoft, News Corp, and Google (in a way) -- and might get more, driving up the offer price.  The bad news is that they've already seen AOL go down the road of a failed merger with Time...
Nicholas White, President
Nicholas White, President
White & Co
Analysis of: Finlay to Lose 94 Macy's Locations (www.jckonline.com)
The addition of Baily, Banks, and Biddle sales may more than off set the lose of 94 Macy's jewelry departments.  However, the company may need a lot more cash than the current business can generate to sustain its current specialty jewelry store growth strategy.  Here's why.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Millions of iPhones Go AWOL (www.businessweek.com)
AT&T doesn't make a cent off of an unlocked Apple iPhone, but Apple makes a hefty profit.  Plus, they get distribution to untapped markets and can still claim that they tried to prevent it.  Apple is on a roll and will continue through the next iPhone release (provided it is not a bad...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Google declares war on domain tasting? (www.imediaconnection.com)
Google's domain tasting policy makes sense, but, predictably, it addresses a very small concern.  Click fraud and a complete lack of transparency are more vital, though this lack of transparency also vaulted Google over Yahoo, AOL, and Microsoft.  In the vein of openness (OpenSocial, Android,...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Who Dares Call Garmin's Nuviphone an iPhone-Killer? (blog.wired.com)
Garmin's Nuviphone entrant shows that the incumbent manufacturers and carriers are continuing to lose their stature, in the wake of the Apple's iPhone.  However, Garmin has neither the brand power nor the expertise to pull off an iPhone.  We won't be able to predict success until we have much...

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