All GLG News Analyses Filed Under: Internet

Microsoft is very eager to make noise in the online marketing space.  With the recent acquisition of aQuantive and now Jellyfish, it seems that they'll stop at nothing to (over)pay for companies with a solid future.  The only problem lies in making their money back.  Jellyfish is on fire...

To my knowledge there are no patents; it's all about the business model. The acquisition price was probably relatively trivial for MSFT. Jellyfish was an "also ran" in online shopping with a vaguely unique consumer proposition. It's not explicitly a counter to the Google CPA effort, which remains small....

Microsoft gets serious about e-commerce with acquisition of Jellyfish, an innovative community-based shopping service that offers great deals to shoppers, and makes merchants happy, too.

The trouble with the typical subscription model is that it is primarily designed to recoup the costs of the carrier or online company. Subscription fees are also a way of gate keeping undesirable customers; the thinking is that deadbeats and other bad customers do not pay for service. On the other hand,...

•Microsoft's acquisition of Jelllyfish.com provides immediately credibility to the social shopping market. •Microsoft acquired Jellyfish.com for both offensive and defensive reasons. •Microsoft recognizes that today's product set might not always meet the needs of tomorrow's users...

Chasing GOOG is pointless so MSFT is changing things up: wagering on shoring up intellectual property rights on hip, new consumer shopping models. MSFT needs to either compliment or compete with Yahoo. Jellyfish moves it in this direction. MSFT will need to overcome serious challenges to achieving full...

Deals involving XM/Sirius, Tribune and Dow Jones/News Corp. are being questioned by FCC Commissioner Michael Copps.

Google's long term strategy hinges upon controlling as much time on our computer screens as they can.  Computer screens can include phones, pda's, laptops, TV, media screens within vehicles, etc.  To accomplish this they really need to be an ISP.  GoogleNET has been discussed in the...

When IHS bought Jane's earlier this year, many people focused on the synergies with IHS Engineering and CERA and if IHS could play its cost cutting magic on Jane's, but the bigger long term implication may be the relationship IHS is building with the Thomson family through their Woodbridge trust.

IHS' stock price has soared as the Energy division has been on a blistering growth pace this year, aided by a strong acquisition strategy.  Could it be that Wall Street is too hung up on Energy's growth and not being realistic in comparing IHS to its peer group?