WiMax Winners (Google) and Losers (Sprint, Comcast, Time Warner)
May 9, 2008
Sprint joins with Clearwire, Google, Comcast, Intel and others to create new $14.5 billion WiMax company | sprintconnection.kansascity.com
In the short-term, Sprint has salvaged their WiMax opportunity, but a quick look back shows you how much they have really lost. On the other hand, sly Google had another ace up its sleeve, and their wireless strategy is becoming clearer by the day.
May 1, 2008
NBC, CBS seen bidding for Weather Channel | www.msnbc.msn.com
Some of you may remember how you felt in the 1990s when Johnny Carson's last few shows were being aired. I feel the same way with The Weather Channel. Competition for TWC has been pent up for years; having it owned by one of the four major TV networks is bound to unleash competition that it will be unable to compete with.
5 Reasons Why Voice is No Longer King (as this article has carelessly concluded)
April 28, 2008
CTIA: Mobile Data Use Up, But Voice Remains King | www.informationweek.com
Wireless researchers keep getting the voice to data point wrong, and they shouldn't still be making this mistake. Consumers aren't using data because they have been given poor devices with poor interfaces, not because they wouldn't use the Internet or other data if the device was better. I provide five reasons why voice is no longer king, and data awaits the ARPU throne.
Organic and Natural Food Growth Stalls with Increased Commodity Costs
April 28, 2008
Naturally,Super Valu Customers Want More Options | www.forbes.com
Increasing commodity costs are having a negative impact to the growth of organic and natural foods.As commodities increase consumers are being more selective and price sensitive in their grocery shopping.This trend does not bode well for retailers like Whole Foods (WFMI) and the manufacturers that supply items to the leader in the organic and natural foods segment.
Apple's Superior Brand Strategy Leads to Strong Results
April 24, 2008
Apple's 2Q Results Beat Wall Street Views | biz.yahoo.com
Apple once again delivered very strong results in the face of hesitant consumers under recessionary pressures.Total revenue growth for the latest quarter was +36% led by the Mac brand in personal computers at +51%.The MP3 segment led by the I Pod brand delivered growth of +1% while the I-Phone sold 1.7 mm units. So how is Apple able to deliver consistent sales and profit growth in tough recessionary times with premium pricing while many of its competitors deliver poor results.In a phrase --it's their superior branding strategy.
For WiMax's sake, Xohm must spin ASAP from Sprint and into more capable hands
April 24, 2008
WSJ: Comcast, Time Warner May Fund WiMax | biz.yahoo.com
The delay in Sprint's Xohm initiative is absolutely telling, telling that there are many problems with WiMax. The truth is that the U.S. needs faster broadband speeds to compete with Japan and Europe, but I'm not sure if Sprint has the answer. This article discusses some of the major problems, and then prays for a quick spin-off in order to get it out of Sprint's untrustworthy hands.
Google and RIvals will be Helped by Slow but Gigantic Surge to Online
April 23, 2008
Google Profit Rose 30%, Quelling Investor Fears | online.wsj.com
Comscore's absurd data caused a seismic roar in the media world, but it turned out that the data was awry, as it is unfortunately with all analytic firms. Google's growth is relentless, as is the growth of all online. This article looks at a few of the ways other companies can compete with Google in advertising, amid the run-up by the juggernaut.
Two Studios Join Disney to Sell New Releases on Apple’s iTunes
April 17, 2008
Downloads king as iTunes tops U.S. music retailer | www.reuters.com
1. Fox and Paramount “experiment” with new release sales on iTunes 2. Studios have hesitated to offer new releases for sale on iTunes due to pricing fears and the fear of Apple becoming al too powerful.
The U.S. is Falling Drastically Behind in Broadband Speed: Don't Let AT&T Fool (Lie to) You
April 17, 2008
Is Faster Access to the Internet Needed? | online.wsj.com
The U.S. has been drifting farther and farther behind Asia and Europe in broadband speed, and failure to innovate has been the punishment. AT&T may have spent too much on their CapEx to make further investments, but that doesn't mean that consumers aren't ready and longing for the broadband advancements. Build the high-speed bridge, and they (consumers, businesses, applications) will come.
March 31, 2008
Fixing Tribune, one employee at a time | blogs.reuters.com
Individual ideas from employees may help Tribune innovate in new and interesting ways. But Sam Zell still needs to define a vision of what the company is -- and what it can be.
February 7, 2012
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011