Microsoft and Google are Re-Inventing Web Advertising
November 7, 2007
Google vs. Yahoo, Where is Microsoft? | www.ftchinese.com
Microsoft, like Google via Doubleclick, is busy "reinventing and rethinking the whole business model of online advertising..." (Steve Ballmer) Yes, MSFT, is chasing GOOG as it races toward opening up new, performance-based media and ad cost models but MSFT too is looking to re-define ad models in a radically different way. Web advertisers are anxious to tie ALL prior user click and impression activity to an end "action" taken by consumers -- a new, more cost-effective kind of direct response marketing that has serious appeal.
Motorola is in a Tail-Spin: Don't let the Numbers, or the Analysts, Fool You
October 29, 2007
Moto's Signs of Hope | www.unstrung.com
Beating low expectations does not beget a turnaround. Motorola's handset, software, and strategic problems forebode continued failure, especially as Apple, Google, and an ambitious Nokia plot a rejuvenated customer experience. Motorola, on the other hand, sits on their RAZR.
Google International: Greater Market Share Now, Distancing from the Pack to Come
October 26, 2007
Google sets sights on Europe growth | www.ft.com
The assertion that Google has a lot to learn in its international efforts couldn't be more over-stated. Google has had success in the international environment, including greater market share than in the domestic market, that every Internet company would covet. This analysis delves deeper into Google's international efforts.
Google Risks Missing Social Media Train, Facebook Aside
October 26, 2007
Google Scares The Search Crowd | www.forbes.com
Google doesn't 'get' social media and their pandering to entertainment media via "Universal Search" offers proof. Need more? Microsoft just moved on Facebook. Google has compounded their missed opportunity with social media by letting company politics seep into their PageRank update. Not only do they stand to lose a huge amount of face and standing, they could cede control of making social media an integral part of their business. Google could have leveraged its Toolbar product in the world of social media to the extent that wildly successful StumbleUpon has (acquired by eBay who will use it to drive e-commerce transactions-- another ball dropped by Google). Google doesn't get social media to the extent that it is actively warring with it by penalizing virally successful Web sites. Google's Orkut social media experiment is a total failure to all but the Brazilian drug cartel.
October 22, 2007
Apple iPhone Contains 'Hazardous' Chemicals, Greenpeace Charges | news.yahoo.com
Apple stands on a pro-consumer podium, and, even if they don't declare a pro-green stance (and they have), they will be subject to intense scrutiny when they don't meet high standards. This Greenpeace example is just another example, atop their non-consumer friendly "closed" platform or the price cut to the iPhone which has gotten them in hot water. In the era of the open brand, Apple will need to continue to improve their stance with consumers.
Nokia's Navteq Move Signals It Will Play with the New Big Boys of Wireless - Google & Apple
October 22, 2007
Nokia Does a Map Deal, Signaling Strategic Bet | www.nytimes.com
Nokia's Navteq move, though likely overpriced, hints at an important mobile strategy, one that Motorola, Samsung, Sony, AT&T, and T-Mobile have yet to conceive. By going after the mobile web platform, they are competing with the new big boys of wireless, namely Google and Apple and Internet brands they carry in their wake. This analysis delves into the Nokia strategy, cautioning them to partner with the big boys instead of going it alone.
MySpace and News Corp: Beware Premium Mobile Content, Simple WAP Sites, and Charging Young Demos
October 22, 2007
MySpace expands scope into the mobile Web | telephonyonline.com
The latest mobile offerings from MySpace resemble its boss: News Corp and newspaper sites have flailed while trying to force consumers to pay for content. Facebook, MySpace, and LinkedIn may eventually make money from premium services and ads, but they must be cautious while expanding into the mobile platform and not overestimate its utility. This article delves into the mobile transition.
October 22, 2007
Demand For Mobile TV To Outpace Infrastructure, Says Broadcast International | televisionbroadcast.com
User experience, price, and selection are just as if not more important than bandwidth in determining wireless and mobile web usage. In this vein, Apple's iPhone, Nokia's Ovi platform, and NBC / FOX, and other content providers can improve usage. Streaming video, and its bandwidth constraints, are not the only options, with pre-downloaded or web-services enabled delivery also offering solutions.
WiMax Adopted as a Worldwide 3G Standard
October 22, 2007
WiMax is 3G | www.wirelessweek.com
This is a significant milestone in the business sense. So far, Wimax had been viewed as a threat to the incumbents from the left field. With this approval by ITU, it begins to legitimize WiMax among the cellular incumbents.
Jellyfish is just what microsoft wanted.
October 10, 2007
Microsoft Acquires Jellyfish.com | blogs.msdn.com
Microsoft is very eager to make noise in the online marketing space. With the recent acquisition of aQuantive and now Jellyfish, it seems that they'll stop at nothing to (over)pay for companies with a solid future. The only problem lies in making their money back. Jellyfish is on fire now since they are in the comparison shopping space and are offering a "Cost per Acquisition" (CPA) deal to all their merchants (with a twist). Merchants are able to bid against each other for the CPA amount and Jellyfish splits the commission (or CPA amount) with the end consumer. The only issue that they'll have to tackle is making Jellyfish profitable. Rumors have it that Microsoft paid about $50M for Jellyfish. Jellyfish has VERY loyal users (i'm one of them) that return for a deal. Only time will tell what Microsoft will do with them.
February 7, 2012
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