GLG News by Search Engine Experts (North America)
July 17, 2007
MySpace versus Facebook is over-hyped: there are dozens of competitors to the incipient social networking throne
Analysis of:
MySpaceTV To Compete With YouTube, Facebook Continues Surge (blog.wired.com)
MySpace versus Facebook is over-hyped: there are dozens of competitors to the incipient social networking throne
MySpace faces competition from about a dozen, highly-relevant social networks in the incipient Web 2.0 space, and will lose if they focus their energies on competing with Facebook. Social video networks, on the other hand, will not only become vital, they are also quickly becoming the darling...
Analysis of:
Sprint WiMAX Spending Creeps Up (gigaom.com)
Sprint has the best 4G spectrum in the land, but they will not be able to capitalize on it unless they dramatically refocus their organization and overcome the failures of the past two years. This article will explore Sprint’s biggest hurdles to success, including their own brand, and discuss...
Analysis of:
Norwegian hacker says he can bypass AT&T on iPhone (today.reuters.com)
Yes, there will be a small but growing segment of the population interested in an unlocked iPhone, both for making calls and more importantly for the supercharged iPod, as I will discuss. What is more interesting, though, is to look at unlocking as another piece in Apple's strategy to be a dominant...
Analysis of:
Video game expo going babe free (www.cnn.com)
The consumer of video games doesn't care what happens at E3 other than they find out information that hasn't been made available yet about the most anticipated games. Remember, most gamers wait years for games to come out. And E3 offers a window into the future. If the industry cares...
Analysis of:
Sony slashes PS3 price tag by $100 (www.cnn.com)
Price alone won't move the PS3 off shelves, but they had to because: - The Wii is selling like hotcakes - The Xbox 360 has Halo 3 coming out this Holiday season - The PS3 is taking up a lot of shelf space in warehouses
July 16, 2007
The Wireless Prisoner Dilemma: AT&T Flinched on Apple's iPhone, and Now Verizon has Lost
Analysis of:
Was Verizon Really Wrong To Pass On The iPhone? (telecom.seekingalpha.com)
The Wireless Prisoner Dilemma: AT&T Flinched on Apple's iPhone, and Now Verizon has Lost
In a vacuum, Verizon's decision to pass on the iPhone makes sense, as they couldn't conceive Apple dictating terms to the wireless giant. Unfortunately for Verizon, AT&T did bow to Apple's demands in order to gain a healthy short-to-mid term boost in both sales and data ARPU. This...
Analysis of:
The Threat to All of Google's Revenue (www.thestreet.com)
SeekingAlpha and TheStreet.com columnists are doing battle over threats to GOOG's revenue stream but each offer uninformed opinions that seem to back up predetermined conclusions: All is well -- or not well -- for GOOG. At the heart of the matter is understanding what drives pricing and spending on...
Analysis of:
MySpaceTV To Compete With YouTube, Facebook Continues Surge (blog.wired.com)
It's not about video, it's about the network - social network - and keeping it updated for the users. Not only is MySpace more cluttered and less user friendly than Facebook, it shouldn't lose focus and try to beat YouTube.
Analysis of:
iPhone Watch: The Summer Blockbuster Goes on Sale Tomorrow (ce.seekingalpha.com)
Pundits claimed for years that convergence was a myth, that all the domestic (and international) audience wanted a cell phone that would ring. These are pundits akin to the ones who claimed Amazon, eBay, and Google would be flashes in the pan, and they are wrong. What has been missing to...
Analysis of:
iPhone Watch: The Summer Blockbuster Goes on Sale Tomorrow (ce.seekingalpha.com)
Apple will no doubt have a very interesting product, but will it drive mass market adoption?
Lack of wireless broadband, touch screen and battery life could be its downfall.
It is hard to get people to switch wireless carriers without some great incentives - how many people will actually break...
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