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Doing Business in China - New Opportunities, New Rules

January 19, 2010

Analysis of:Google geeks vs. the Beijing bandits | www.nypost.com

As some one that is both knowledgeable about Internet security issues and has marketed technology products to China, there is new meaning to the term "The China Price". The business models developed to target apparent opportunities in China probably need to be modified to account for non-traditional disruptions and risks unique to the Chinese marketplace. Google's recent experience in China is a peek at how business may evolve.

Comcast's Fancast TV Service - Watch out!

December 17, 2009

Analysis of:Comcast unveils national Web-TV service | www.totaltele.com

With it recent announcement for offering TV programs to Internet users, Comcast is becomming a "Me Too" media company. Nothing startling, they are simply following the lead of others. Why exactly they are venturing down this path and the implications it entails for consumers and investors is something we should be aware of.

Won't Get Fooled Again!

December 2, 2009

Analysis of:Bankers fear over-regulation | www.ft.com

Here we go again. Banks are spreading FUD (fear, uncertainty and doubt) about their lending practices to keep governments from imposing higher capital requirements. Hopefully with the causes of the current global economic problems in recent memory, officials will received this concern with a fair dose of Skepticism.

AOL Respun, Will It Work This Time?

November 28, 2009

Analysis of:AOL spinoff to become effective 10 Dec | www.totaltele.com

Time Warner is finally sending AOL on its own trajectory as a independent company. This is no doubt due to Time Warner's conclusion that AOL does not represent a significant factor of its core values. The future valuation of AOL's (new) stock will depend on the company ability to define and execute a new business model that isn't based on subscriptions.

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