GLG News by eBay Inc. Experts
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,...
Analysis of:
eBay (EBAY) sellers already planning next boycott (www.bloggingstocks.com)
Amazon is stealing eBay's top sellers. Many of the sellers that remain seem less than enchanted with eBay. This new strike planned for May, may mean more of the same, or that eBay's ears must start getting bigger still.
Analysis of:
Apple Faces Challenges In Driving iPhone Adoption By Business (www.informationweek.com)
The RIM versus Apple battle is the current smartphone battlefield (unless Nokia can enter the fray), with Microsoft and Palm bowing out due to an inability to innovate and deliver products that capitalize on the shifting pro-sumer or business / consumer market. Now that Apple is making a move...
March 10, 2008
A Kinder, Gentler Microsoft - in the Browser Battle Trenches, is the Aggressor Playing Nice?
Analysis of:
Microsoft rolls out test of new Internet Explorer 8 (www.reuters.com)
A Kinder, Gentler Microsoft - in the Browser Battle Trenches, is the Aggressor Playing Nice?
Microsoft is in the middle of a tremendous browser battle. Their share has been eroding, and the web masses are getting restless. Internet Explorer 8 is an attempt to fight back Firefox and Safari, but it also appears to be a change in approach for Microsoft.
Analysis of:
The book - our favourite technology (www.newscientist.com)
Even after more than a decade of e-book cheerleading, people still prefer tree books to E-books by a wide margin. Amazon's Kindle is new and exciting but it's not making that much of an impact--yet.
Analysis of:
Google Gears heads for Windows Mobile phones (www.zdnetasia.com)
Google Gears delivers interactive applications that run offline to a place where these applications will certainly excel, on a mobile device. However, the users most likely to use it, iPhone users, aren’t on the list and neither are Nokia users. Are they just seeding for the Android launch?...
March 4, 2008
Data is King: Verizon, Sprint, AT&T, and T-Mobile Hasten Voice as Commodity in the Wireless World
Analysis of:
Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee (biz.yahoo.com)
Data is King: Verizon, Sprint, AT&T, and T-Mobile Hasten Voice as Commodity in the Wireless World
With the decreasing value of voice through both mobile and landline phones, Verizon, AT&T, Sprint, and T-Mobile are all entering into a price war that places a decreasing value on voice. They are also adding data onto their plans, and services such as Sprint TV, in the hopes of getting consumers...
Analysis of:
IPO Approaching, Visa on Separate Path from Rival (www.americanbanker.com)
On the eve of Visa Inc.’s IPO, there are important differences between it and MasterCard in terms of global coherence, size, system architecture, management and legal liability exposure. Net, over the long haul MasterCard’s unitary structure should enable it to grow volume, transactions and therewith...
Analysis of:
Subdued Vista for Visa's IPO (online.barrons.com)
Visa Inc.'s IPO, unlike MasterCard's, will be fairly and fully priced. Nonetheless, it is a compelling story with a huge opportunity to improve operating margins, in important respects more attractive than MasterCard and in others tangibly inferior.
Analysis of:
Outraged eBay sellers plot strike week (money.cnn.com)
eBay has angered many of its sellers recently, and some are moving off the site as a result, or at least going out "on strike." Competitors like Amazon are gaining, and that's not in question. But the majority of eBay sellers are sticking with eBay despite all the media attention given to this...
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