HP - Willing To Give Up Control To Get Control
September 24, 2009
H-P Wields Its Clout to Undercut PC Rivals | online.wsj.com
In the fast paced, low margin, short life-cycle world of PCs, giving up control to get control can really work. To that end, HP has wisely taken a page from eMachines, and then Gateway’s, highly successful retail models for partnering for shared success.
Consumer Electronics - The Value Proposition Just Keeps Growing
September 23, 2009
Consumers to Spend Big on TVs, Smartphones | www.businessweek.com
With few exceptions, the value per dollar consumer electronics offer today is truly extraordinary, helping keep demand relatively healthy, even in a (very) down cycle. But there is much, much more to come.
For Studios and YouTube, Love = Money
September 23, 2009
YouTube Explores Renting Movies Online | www.businessweek.com
Hollywood Studios want an online distribution model that works for them. One that values and respects premium content, monetizes it, protects the content owners, and increases demand. Beyond that they aren’t that particular. If You Tube can deliver that, then they are their friend. If YouTube threatens that, then they aren't.
Amazon Branded Accessories Should be a No Brainer For Buyers
September 22, 2009
Amazon starts own consumer electronics brand | www.videobusiness.com
Amazon's house brand of CE accessories should translate into incremental revenue and profit and higher customer satisfaction. Having the right accessories from the moment consumers set up their electronics, backed by a retailer they trust, in packaging that's very easy to open (don't underestimate the aggravation factor traditional accessory packaging causes), at great value, is all good for Amazon and their customers.
Adobe and Omniture - A Sum Much Greater Than The Parts
September 17, 2009
Adobe Says It's Buying Omniture To Fill Customer Need>ADBE | online.wsj.com
The value proposition created by combining Adobe creation tools and Omniture analytics could be truly transformative for Adobe, and for a whole industry of designers, advertisers, publishers and e-tailers. The sad truth is, even with all the strides made in slick analytics and cool web creation tools, when it comes to truly optimizing websites, advertisers and business operators still too often feel like they're driving blind.
Pop Up Retail Can Prop Up Retail Results
September 16, 2009
For Toys 'R' Us, Holidays Are Open and Shut | online.wsj.com
Whether it's for a week or for a season, Pop-Up stores can be one of the most efficient and exciting ways to extend brand reach, relevancy and access, generating both immediate direct response sales and long term brand building. While it’s not a new concept, with lots of available retail space and motivated landlords anxious to boost occupancy and traffic, it is particularly timely for creative and opportunistic companies looking to gain mind share and market share.
Is Dell Going To Lose Interest in Their Consumer Retail Business?
August 28, 2009
Dell Profit Falls 23% on Lower Sales | online.wsj.com
Clearly Dell missed out not being an established retail PC brand as consumers shifted from desktops to notebooks, and with it their shopping behaviors. But, since Michael Dell returned as CEO in 2007, Dell has established relationships with many of the largest retailers around the world, and now has over 40,000 retail points of distribution, yet consumer growth has been slow and difficult.
How does Best Buy compete against baked bean promotions?
August 17, 2009
Walmart’s Profit Tops Analysts’ Estimates on Cost Reductions | www.bloomberg.com
In their recent earnings report, WalMart said "The chain also attracted more customers, helped by price reductions on its Sam's Choice Black Angus beef patties, baked beans and flat-panel televisions to lucre customers." Beef patties, baked beans and flat-panel TVs?? Never before have these three items come together to deliver favorable earnings results -- is this part of the "new normal", and if so, how does Best Buy compete with that?
PC Sales Declines or Defections?
March 13, 2009
Gartner : PC Sales To See Worst fall In History | ews.zdnet.com
As the current economy is moving corporations and consumers to slow down their PC spending, iPhone-like devices (that is smarter than the generic ‘smartphone’ category today), and other more portable devices are moving in to provide greater value, and likely a more permanent impact on the PC category. Forward looking companies must leverage their current assets and what they do best while carving out their spot in the future.
Netbooks – Grown Up Smart Phone or Stripped Down PC?
March 13, 2009
Intel Readies Push Into Mobile Intenet Devices | www.businessweek.com
If it’s a grown up smart phone, it means higher average selling prices (ASPs) for the category and an expanded market opportunity. It it’s a stripped down PC it means lower ASPs and cannibalization of an existing market. If it’s truly a new category, Apple may be behind it. There’s clearly a gap between smart phones and notebooks and along with Intel, both and notebook and smartphone makers are eager to fill it. The question is who will fill it best from a use model, and, who can fill it in a way that will broaden their market rather than cannibalizing their existing businesses. Apple, the current leader in designing mobile lifestyle devices, should benefit from having hung back to observe the market dynamics and reactions to the netbook category before jumping in themselves.
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