Scrooge will Visit Apple and Dell for Xmas
November 14, 2008
Holiday shoppers like Apple and Dell | apple20.blogs.fortune.cnn.com
The ChangeWave survey paints an overly positive picture on Apple and Dell sales this year. As Circuit City and Best Buy foreshadow, this holiday season will be awful for high-end products, especially those whose purchase can be forestalled.
I Bet Against Microsoft's Azure in Cloud War Against Amazon, Google, Sun, ...
October 31, 2008
Azure: Can Microsoft Meld Windows with the Web? | www.businessweek.com
Microsoft has a checkered history of product releases as of late -- from Vista to updated versions of Windows Mobile and Internet Explorer. They seem to release minimal updates, expecting a non-demanding user not looking for vast improvements in user experience and features. In the face of Google, Amazon.com, Sun, and others, they better overachieve with Azure, or they will face deep erosion of Windows within a few years.
Cox May Make Huge Mistake by Investing in Wireless
October 30, 2008
Cox to Enter Wireless Services in 2009 | www.businessweek.com
Cox must have something up their sleeve with wireless. Otherwise, why would they become a Sprint MVNO, right on the heels of the huge flame-outs by Amped, Helio, Disney, and others? Bundling surely can't be the only answer, as there has been precious little proof behind that strategy; there must be another reason.
Yahoo's Display Ad Nightmare and a Dismal Holiday to Come -- Bah Humbug
October 30, 2008
New ad cuts raise worries for Yahoo | www.livemint.com
Yahoo faces a miserable head wind entering this holiday season. Retail marketers, those likely to drop big bucks around Turkey Day, are having a very bad Fall and may not chase the ghost of Christmas Future. Yahoo's dependence on online display ad revenue could be disastrous for their holiday quarter.
Apple's Pricing Strategy will Face Problems this Holiday
October 29, 2008
Apple Holds Prices on Laptops - Computer Maker Refreshes MacBook Lineup | online.wsj.com
In just this instance, Apple's arrogance may be its undoing over the holiday season and into next year. It is generally wise, and always tempting, to stay true to the brand, and, in Apple's case, deliver premium pricing on its premium product. However, there are several pricing strategies that could maintain their brand and maximize revenue; arrogance is not that strategy.
Google, Apple, and Amazon.com are Best Bets to Weather the Recession Storm
October 29, 2008
Can Anything Derail Google's Growth Engine? | www.businessweek.com
Google will see slowing search business domestically, of course, but they continue to expand in other arenas that take advantage of their competitive positioning. Like Amazon.com and Apple, they make moves based on the opportunity, even if the opportunity may not be apparent to the investment community. These companies have an approach to innovation that is not arrogant, even though Bezos, Jobs, and Google have been accused of such; rather, it is pragmatic.
Sprint's WiMax Begins in Baltimore: Why Baltimore, you ask?
October 29, 2008
With UMB Left Behind, LTE and WiMAX Battle for 4G Supremacy | www.instat.com
The Baltimore Sprint deployment tells us a lot. In many ways, it shows us the predominance of relationships and ease in choosing a locale as opposed to the attraction of the demographic; if the opposite was the case, Baltimore never would have been selected. As for the LTE v WiMax debate, the winner likely will be determined as much is not more so by the companies who are executing the campaign (as Verizon with LTE and Sprint with WiMax) then by the technology itself.
Global Advertising Forecasts Drop: An Indicator for Uncertain Times
October 1, 2008
Gap Widens in Online Advertising | online.wsj.com
1. Zenith Optimedia, Universal McCann, WPP, BMO Capital Markets, Oppenheimer, Lehman Brothers and eMarket all have announced downward revision of overall Ad spend for 2008 2. Nielsen Monitor-Plus: first-half U.S. ad spend declined 1.4 percent, compared with the same period in 2007, to $67.6 billion
Android's Risk Factors in Taking on Apple: Multiple Winners in the Wireless OS Battle
September 23, 2008
'Android' Cellphone to Showcase Google Brand | online.wsj.com
Google's Android starts with one big disadvantage -- time -- and one big advantage -- brand name. But they are competing against another huge brand in Apple who also controlled the hardware and software. Though this is directly in line with their strategy, they are leaving part of the OS war winner platform up to chance.
Food Inflation Slows But Is Here To Stay
September 12, 2008
Food Inflation is likely to continue, experts say | www.venturacountystar.com
Commodity inflation appears to have peaked for the short term but long term commodities will continue to rise creating above average food inflation.How food and restaurant companies react will be the key to future price increases.
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