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

WiMax Winners (Google) and Losers (Sprint, Comcast, Time Warner)

May 9, 2008

Analysis of: 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.

Ronald IngramDirector of Product ManagementADVANCE AMERICA, CASH ADVANCE CENTERS, INC.

World's Largest Payment Processor First Data Acquires InComm - Valuation Trend Implications for Global Payment Systems GPN, MV, V, MA and TSS and hundreds of smaller payment technology players

May 2, 2008

Analysis of:First Data Gets Major Retail Prepaid Distribution with InComm Deal | www.digitaltransactions.net

Visa's IPO was the largest in history and payment companies like Global Payment Sytems (GPN) and First Data are rising along with the tide. FDC’s choice of Incomm is likely a positive indicator of things to come. Who is the next Incomm? How will the Incomm acquisition affect the valuation of payment card processors, card acquirers, issuers, closed loop and open loop gift, debit, credit and General Purpose Reloadable (GPR) prepaid card plays? undefined undefined

Gordon BorrellCEOBorrell Associates Inc

Goodbye, Weather Channel

May 1, 2008

Analysis of: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.

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

5 Reasons Why Voice is No Longer King (as this article has carelessly concluded)

April 28, 2008

Analysis of: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.

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

For WiMax's sake, Xohm must spin ASAP from Sprint and into more capable hands

April 24, 2008

Analysis of: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.

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

Google and RIvals will be Helped by Slow but Gigantic Surge to Online

April 23, 2008

Analysis of: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.

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

The U.S. is Falling Drastically Behind in Broadband Speed: Don't Let AT&T Fool (Lie to) You

April 17, 2008

Analysis of: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.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Focus Wireless's Business Model

March 18, 2008

Analysis of:Focus Media's Subsidiary Accused Of Sending Chinese Spam Wireless Messages | www.chinatechnews.com

Simply put, Focus Wireless collects mobile subscriber numbers and private information through legal or illegal means, processes the subscriber data into categories such as business owner, car owners, bank VIPs, etc...  Focus Wireless then tries to target the mobile subscribers with targeted advertisements via spam SMSs.  The SMSs are sent out by its subsidiary companies or its partners. The problem of Focus Wireless is the scale to which they have employed this kind of questionable business practice.  They claim that they can reach 200 million subscribers.  The CCTV's investigation has created a discussions and debates on the Internet on where the boundaries lie for SMS-based targeted advertisement. 

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

Yahoo's Stalling, but They Can't Escape Microsoft's Grasp

March 17, 2008

Analysis of:Yahoo buys time with Microsoft by board move | www.reuters.com

Yahoo is doing whatever they can to avoid a Microsoft takeover, but it is becoming obvious that they will have no choice but to fall prey to the Seattle giant, in large part because their other suitors - News Corp, Google, and AOL - could never exude the leverage that Microsoft could.  In truth, the merger is likely good for the marketplace, as Google is becoming far too dominant of a player in search and other Internet categories.  The only questions left to ask may be whether the takeover will be hostile or not and whether the deal will pass federal scrutiny.

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

RIM v. Apple: Why Apple is Positioned Well for the Fight

March 12, 2008

Analysis of:Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com

The RIM versus Apple battle is the current smartphone battlefield (unless Nokia can enter the fray), with Microsoft and Palm bowing out due to an inability to innovate and deliver products that capitalize on the shifting pro-sumer or business / consumer market.  Now that Apple is making a move into an enterprise-level product, pro-sumers will now have an opportunity to carry only one product that can be used for both in-office and out-of-office activities, something that the Information Week article did not delve into -- the shift in consumer usage.  While conceding a RIM lead over the foreseeable future, this analysis will examine some of Apple's advantages as the playing field shifts.

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