Mr. Greg Sterling

GLG News^SM Analyses by Greg Sterling

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Jellyfish acquisition not a response to Google CPA

October 10, 2007

Analysis of:Microsoft Acquires Jellyfish.com | blogs.msdn.com

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. MSFT could do CPA on its own network and doesn't need Jellyfish to implement it. My sense is that Microsoft may do something interesting and try and build out Jellyfish but maintain it as a stand-alone property. It could also languish under MSFT's ownership too.

TribLocal.com Goes into Print

August 17, 2007

Analysis of:Chicago Tribune's Triblocal.com Spawns New Print Papers | publications.mediapost.com

Following in the footsteps of the Denver Newspaper Agency’s YourHub.com, the Chicago Tribune’s Triblocal.com community websites will begin publishing print editions.

Yahoo! Refreshes, Redesigns Local

August 17, 2007

Analysis of:Yahoo eyes local markets | www.contracostatimes.com

Other than the yellow pages sites, Yahoo! is really one of the incumbents in local search. It pioneered interactive mapping, advanced functionality and local filters, as well as being an early integrator of community and ratings/reviews. But more recently Yahoo! has been under pressure from Google and Microsoft in dynamic mapping on the one flank and a range of newer local and community sites (e.g., Yelp) on the other.

Advertising and Mass Customization

August 6, 2007

Analysis of:It’s an Ad, Ad, Ad, Ad World | www.nytimes.com

That’s the “holy grail” isn’t it? A brand advertising campaign so targeted that it speaks to a niche market segment or even an individual. This NY Times story talks about that movement in very general terms.

Is Facebook Really Worth $10 Billion?

August 6, 2007

Analysis of:Stop Guessing About a Facebook Acquisition | bits.blogs.nytimes.com

The acquisition discussions appear to be ongoing with several players. But simultaneously the likelihood of a potential Facebook IPO is getting stronger too.

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