Yahoo Focusing on Premium Ad Inventory
February 15, 2007
Yahoo Loses, Founder Wins on YouTube Deal | blogs.business2.com
The deemphasizing of user generated video could be a great strategy to attract more valuable advertisers and keep video product eCPM's high.
February 13, 2007
Friendster Using Google Search and Ads | blog.searchenginewatch.com
Key Point 1: Yahoo has been losing publishers to Google prior to Panama Launch
Key Point 2: Usage and reach decrease could impact Panama's effectiveness from a monetization perspective
Mobile Advertising Needs Standard Products for Growth
February 9, 2007
Companies Vie For Ad Dollars On Mobile Web | www.rhythmnewmedia.com
Executive Summary:
Although mobile device usage is growing, the % of advertising dollars being spent on mobile is not proportional to the growth. Several smaller companies are trying to position themselves to bridge the gap.
Key Point #1: Standardization will drive more growth.
Key Point #2: Currently there are room for 3rd parties to provide innovative services in the Mobile Advertising Value Chain.
Key Point #3: Carrier fees and distribution have limited innovation.
February 8, 2007
Internet to revolutionize TV in 5 years: Gates | news.yahoo.com
We’ve been hearing about ITV for ten years, and online TVs since WebTV popped up. Many of us have tried at one time or another to get (and pay for) a movie via the internet, only to be sadly disappointed in either the time it took, the quirkiness of the PC, the poor sound quality and the intermittent picture quality. Like the old expression “I’ll believe it when I see it,” well we’ll see it when we believe (in) it. That’s not to say that all the above cited service won’t be available, or that one or two of them may actually become successful to some degree, but IPTV is not going to quickly or easily replace FOA, Cable, Satellite and DVD (no mater how you get one.)
Tough Times Never Last for the Memory Industry, but Tough Memory Suppliers Do
February 6, 2007
Flash memory makers heading for tough times | news.com.com
This is the time of year for worrisome sentiment.
Seasonality is often forgotten.
Potential for overcapacity does exist but the industry has ways to adapt.
December 19, 2006
The Unlikely Game Player | www.businessweek.com
It seems almost everyone has misread the reasons behind the acquisition, and what Voodoo is really all about.
December 12, 2006
At UBS: News Corp. Chernin Touts Traditional Media | adage.com
This article is important because it highlights a very clear concept that is not being given enough attention...traditional media companies still have a great deal of reach, assets and power.
December 1, 2006
Private equity groups could bid for Clear Channel | www.latimes.com
KKR and their partners know the value of a unique basket assets like this. Accordingly, they quickly moved to get control of this tremendous opportunity, which includes significant market share. They will now be able to sell off the pieces to groups of smallers operators who desperately want these stations at a premium.
Need an application processor? Call Nvidia in about a year
November 10, 2006
Nvidia to acquire PortalPlayer for $357 million | www.marketwatch.com
Nvidia will now accelerate their entry into the applications processor market for handhelds - may help with potential Apple deal.
Sony will be the long term winner
November 1, 2006
Opinion: Why Sony Won't Lose the Next-Gen War | biz.gamedaily.com
Microsoft will rule 2006, Sony will bring them to a draw in 2007 and in 2008 Sony will ship more than Microsoft and Nintendo combined.
The architecture is killer. That’s the good news and the bad news. The PS3 has longer legs than any of the other consoles and that is mostly what will make Sony win.
keep your eyes on the game titles, and that will tell you who is going to win. The market isn’t a win all or nothing situation. Many consumers in the middle class and above have two game consoles and a PC. The reason consumers purchase all three platforms is because of the games.
Switzerland sues Google over Street View privacy concerns
November 13, 2009
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
October 30, 2009
Vodafone Orange Iphone Deal Ends Two Years Exclusivity Of O2 In UK
October 5, 2009
IPhone Coma Mode puts Apple in the ICU
September 19, 2009