GLG News by Search Engine Experts (North America)

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Big NTT DoCoMo Nets Google and LiMo: Microsoft and RIM Should be Worried

November 24, 2008

Analysis of: DoCoMo, KTF to sell Google phone next year: report | www.reuters.com

The roll-out of the Google phone into Japan, through the largest carrier in the country and one of the data innovators, is a shot across the bow of Microsoft, RIM, and Nokia.  It is impossible to stem the tide of the new OS mafia -- from Apple, Google, and LiMo -- but if Microsoft doesn't wake up quickly and radically re-invent, they will find themselves on the outside looking in.  Good for the consumer, bad for the complacent incumbents.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Higher-Pay Employees Most Likely to Leave Sprint

November 17, 2008

Analysis of:Sprint offers voluntary package to employees | www.fiercewireless.com

I don't think the Sprint voluntary package is going to draw mass defections.  The market is too weak, and options for the unemployed are not rosy.  However, on the margin, higher up employees might be the most likely to bolt, and this post goes through a theoretical breakdown.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

PwC TV Ad Study Reaches Silly Conclusions: Branding isn't just TV Domain

November 14, 2008

Analysis of:Cutting TV advertising will harm your brand | www.mandmglobal.com

This PwC study really got me riled because it reflects a nonsensical version of the brand, one that can only be broadcast over the TV, that is just no longer true.  Sure, Comcast and Time Warner and ESPN may want you to believe it it true, but Google's interactive medium is the wave of the future, even the branding future.  The shift to interactive has been far too slow, and this study paints exactly the wrong picture.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

HTC Google G1 not an iPhone: Will Cut Price Quickly

November 14, 2008

Analysis of: Report: G1 costs 10 percent less to make than iPhone | news.cnet.com

The release of the first "Google phone" certainly does not come at an ideal time, given the economic environment.  Sure, they can price high, then lower as everyone does.  However, the true measure of how long they can sustain the high price is looking at pent-up demand, which is done in this article.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Scrooge will Visit Apple and Dell for Xmas

November 14, 2008

Analysis of: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.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

I Bet Against Microsoft's Azure in Cloud War Against Amazon, Google, Sun, ...

October 31, 2008

Analysis of: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.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Cox May Make Huge Mistake by Investing in Wireless

October 30, 2008

Analysis of: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.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Yahoo's Display Ad Nightmare and a Dismal Holiday to Come -- Bah Humbug

October 30, 2008

Analysis of: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.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Apple's Pricing Strategy will Face Problems this Holiday

October 29, 2008

Analysis of: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.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Google, Apple, and Amazon.com are Best Bets to Weather the Recession Storm

October 29, 2008

Analysis of: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.

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