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November 24, 2008What VCs Should Invest In ... In this Economy
Analysis of: What Should Investors Do Now? | online.wsj.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Consumers aren't in a buying mood this holiday, but there are opportunities for new companies. I don't recommend the hi-tech plays that won't actualize for another decade, but rather look at some opportunities that should spark demand in a 1-3 year time frame. Anyway, it is the holiday season,...
November 24, 2008Advice to RIM Blackberry: How to Attack Apple's B2C Advantage
Analysis of: BlackBerry maker battles back | money.cnn.com
Author: Kenneth Eisner, Principal, Eisner Consulting
RIM, like Nextel before the merger with Sprint, needs to move with lightning speed into the consumer arena. Apple and Google have huge advantages in this arena, with greater consumer know-how and a marketing reach that blows RIM out of the water. In this article, I look beyond RIM's new...
November 24, 2008Big NTT DoCoMo Nets Google and LiMo: Microsoft and RIM Should be Worried
Analysis of: DoCoMo, KTF to sell Google phone next year: report | www.reuters.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The roll-out of the Google phone into Japan, through the largest carrier in the country and one of the data innovators, is a shot across the bow of Microsoft, RIM, and Nokia. It is impossible to stem the tide of the new OS mafia -- from Apple, Google, and LiMo -- but if Microsoft doesn't wake...
November 17, 2008Higher-Pay Employees Most Likely to Leave Sprint
Analysis of: Sprint offers voluntary package to employees | www.fiercewireless.com
Author: Kenneth Eisner, Principal, Eisner Consulting
I don't think the Sprint voluntary package is going to draw mass defections. The market is too weak, and options for the unemployed are not rosy. However, on the margin, higher up employees might be the most likely to bolt, and this post goes through a theoretical breakdown.
November 14, 2008PwC TV Ad Study Reaches Silly Conclusions: Branding isn't just TV Domain
Analysis of: Cutting TV advertising will harm your brand | www.mandmglobal.com
Author: Kenneth Eisner, Principal, Eisner Consulting
This PwC study really got me riled because it reflects a nonsensical version of the brand, one that can only be broadcast over the TV, that is just no longer true. Sure, Comcast and Time Warner and ESPN may want you to believe it it true, but Google's interactive medium is the wave of the future,...
November 14, 2008HTC Google G1 not an iPhone: Will Cut Price Quickly
Analysis of: Report: G1 costs 10 percent less to make than iPhone | news.cnet.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The release of the first "Google phone" certainly does not come at an ideal time, given the economic environment. Sure, they can price high, then lower as everyone does. However, the true measure of how long they can sustain the high price is looking at pent-up demand, which is done in this...
November 14, 2008Scrooge will Visit Apple and Dell for Xmas
Analysis of: Holiday shoppers like Apple and Dell | apple20.blogs.fortune.cnn.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The ChangeWave survey paints an overly positive picture on Apple and Dell sales this year. As Circuit City and Best Buy foreshadow, this holiday season will be awful for high-end products, especially those whose purchase can be forestalled.
November 4, 2008
What's Great for Google is Good for Authors
Analysis of: Google Settles with Authors | www.businessweek.com
Author: GLG Expert Contributor
Analysis of: Google Settles with Authors | www.businessweek.com
Author: GLG Expert Contributor
Some authors are $60 per
scanned book richer.
That's better than nothing.
But Google gets to monetize
all that content for a pittance.
Some wealth gets re-distributed, which
is probably a good thing.
October 31, 2008I Bet Against Microsoft's Azure in Cloud War Against Amazon, Google, Sun, ...
Analysis of: Azure: Can Microsoft Meld Windows with the Web? | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Microsoft has a checkered history of product releases as of late -- from Vista to updated versions of Windows Mobile and Internet Explorer. They seem to release minimal updates, expecting a non-demanding user not looking for vast improvements in user experience and features. In the face...
October 30, 2008Cox May Make Huge Mistake by Investing in Wireless
Analysis of: Cox to Enter Wireless Services in 2009 | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Cox must have something up their sleeve with wireless. Otherwise, why would they become a Sprint MVNO, right on the heels of the huge flame-outs by Amped, Helio, Disney, and others? Bundling surely can't be the only answer, as there has been precious little proof behind that strategy; there...
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TV Numbers Are Not That Good
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