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Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Is Faster Access to the Internet Needed? (online.wsj.com)
The U.S. has been drifting farther and farther behind Asia and Europe in broadband speed, and failure to innovate has been the punishment.  AT&T may have spent too much on their CapEx to make further investments, but that doesn't mean that consumers aren't ready and longing for the broadband...
Richard Hine, Principal
Richard Hine, Principal
Richard Hine
Analysis of: Fixing Tribune, one employee at a time (blogs.reuters.com)
Individual ideas from employees may help Tribune innovate in new and interesting ways.  But Sam Zell still needs to define a vision of what the company is -- and what it can be.
Richard Hine, Principal
Richard Hine, Principal
Richard Hine
Analysis of: Dow Jones sees growth in Asia, online (www.theaustralian.news.com.au)
Despite its unique status -- and the backing of Rupert Murdoch -- The Wall Street Journal is not immune to the pressures facing the newspaper industry.
Richard Hine, Principal
Richard Hine, Principal
Richard Hine
Analysis of: Survey: Alternative Media Surges (www.adweek.com)
Alternative media spending is growing rapidly despite the recession.  More important, because of the recession, most of this new spending will have to come from "traditional media."
Rick Shea, President
Analysis of: Against the Grain: Food Firms Hedge Costs (online.wsj.com)
With ever rising commodity costs food companies that have hedged their key commodity purchases with forward buying have done quite well over the last year.Several key manufacturers have announced that they have hedged their raw materials by forward buying 60-70% of their 2008 needs.Lost in the...
Analysis of: YouTube Unplugged (online.wsj.com)
Google, Yahoo, Microsoft, Facebook, Bebo and many others that create platforms for free speech and the free distribution of content from anyone and everyone will limit new growth opportunities if they do not reconcile with the concept of "rights" within the borders...
Analysis of: Amazon unveils plans to exploit Facebook for social shopping (www.ft.com)
Software developers that provide ecommerce solutions for the "do-it-yourself" IT crowd will feel the mounting pressure of social networks. Outsourcing providers that need to match pace with "best in class" Internet merchants will feel the pressure to keep up with Amazon and others. Consumer technology...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Yahoo buys time with Microsoft by board move (www.reuters.com)
Yahoo is doing whatever they can to avoid a Microsoft takeover, but it is becoming obvious that they will have no choice but to fall prey to the Seattle giant, in large part because their other suitors - News Corp, Google, and AOL - could never exude the leverage that Microsoft could.  In truth,...
Richard Hine, Principal
Richard Hine, Principal
Richard Hine
Analysis of: Zell Invokes Viagra, F-Word Urging Creativity, Speed at Tribune (www.bloomberg.com)
Cutting costs and calling the old bosses stupid won't be enough to turn the Tribune Company around.  If Sam Zell doesn't have answers for the company's problems, who does?
Rick Shea, President
Analysis of: Kraft, Sara Lee say turnaround efforts are succeeding (www.chicagotribune.com)
Kraft and Sara Lee executives recently spoke at analyst conference concerning their recent improvements to drive sales growth and improve operating margins.Both suggested the progress is real and sustainable.   Kraft highlighted new products and headcount reduction as keys to their progress.New...

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