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Nokia Booklet 3G Should be no Surprise . . .

August 24, 2009

Analysis of:Nokia Enters PC Market With Mini-Laptop Launch | online.wsj.com

The Nokia Booklet 3G announced yesterday should be no surprise to anyone who read my August 13, 2009 news analysis here titled, "Microsoft and Nokia Deal Reflects Problems But Opens Opportunities". It should also make it abundantly clear that the notion that the "netbook" is some sort of deadly threat to Microsoft is sheer nonsense. Nokia's Booklet 3G shows, to the contrary, that "netbooks" are not threats to Microsoft, but opportunities.

Microsoft and Nokia Deal Reflects Problems But Opens Opportunities

August 13, 2009

Analysis of:Microsoft and Nokia Reach a Mobile Agreement | online.wsj.com

The deal between Nokia and Microsoft, while driven by problems of both partners, creates new opportunities for each. It is not just to put Microsoft Office on Nokia smart phones. That is its most obviously important aspect. But the deal is broader than than it shows on the surface. The aim is a new paradigm for integrating wireless mobile devices with corporate (or cloud) information systems -- and a new and more profitable way sell wireless mobile devices, bypassing carriers, as well.

Tr.im's Near Death Experience Leaves Basics Unchanged

August 12, 2009

Analysis of:Tr.im returns to life, owner asks $100K for service | www.computerworld.com

As we anticipated on Monday, the announcement of the death of the popular tr.im site for making shortened Web addresses was a bit premature but of a purpose (publicity to try to find a buyer). Tr.im may even survive. That changes nothing, however, about the basic situation: Web 2.0 sites with hopeless business models will be dropping like flies in a fog of RAID over the next year.

Tr.im is First of Many Dot Casualties to Come

August 10, 2009

Analysis of:Tr.im URL Shortener Axed | www.informationweek.com

News that the popular tr.im Web site expects to fold is a harbinger of things to come. Thousands of Web 2.0 sites (including many that like tr.im are popular and widely used) just do not have a viable business model -- or any way to get one. They will die out over the next year like mosquitos in an early fall frost.

Office.Com and Microsoft's Office 2010 In the Cloud

August 7, 2009

Analysis of:Microsoft snaps up Office.com domain | news.cnet.com

Recent reports that Microsoft has bought the office.com web address are correct. Microsoft obviously will use the domain for the browser-based version of Microsoft Office 2010. This free, "in-the-cloud" version of MS Office 2010 will be a very compelling option for users and business organizations who already rely on Microsoft office and a strong competitive response to Google's assault on Microsoft's dominance in office productivity apps. It will bring in new users to MS Office as well.

No New Phase for Facebook, Just a Logical Extension!

August 6, 2009

Analysis of:Online retailers point to new phase for Facebook | www.ft.com

That a few retailers like 1-800-Flowers, Threadless and Sears use Facebook applications to create "Facebook storefronts" is not any "new phase for Facebook". Facebook's engine runs on advertising revenue, not on sales commissions. Facebook's business model will not change any time soon -- nor should it. Facebook works because it is Facebook, not because it is Amazon or eBay. Trying to morph it into an Amazon or eBay would just diffuse its focus and muddle its message. It ain't gonna happen!

Microsoft's and Yahoo's Search and Advertising Deal Undervalued by Market

August 3, 2009

Analysis of:Microsoft, Yahoo! confirm search engine deal | www.telecompaper.com

It is anticlimactic after Microsoft’s earlier bid to buy Yahoo outright. It puts no immediate cash in Yahoo’s coffers. It has regulatory issues. But the Microsoft/Yahoo deal is a big win for both companies – far better than the initial unenthusiastic reception on Wall Street. Odds are the deal will go through, boost revenues and strengthen their competitive position. At the end of the day, it will result in the outright acquisition of Yahoo that Microsoft CEO Steve Ballmer first sought.

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