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Blog » Archive for July, 2007

Murdoch Gets Dow Jones, Now What?

Uncategorized | July 31st, 2007 | 6 Comments

As expected, Rupert Murdoch has successfully negotiated for himself a position in the Business and Finance vertical with a crown jewel brand, The Wall Street Journal.
Here’s my previous analysis on why this deal is a good one.
I really like News Corp’s verticalization strategy.
James Altucher asked Jim Cramer, “What’s the one thing the WSJ should [...]

Apple Since Launch of the iPhone

Uncategorized | July 31st, 2007 | 7 Comments

It has been a month since the launch of the iPhone and in this post we will see how Apple (NASDAQ: AAPL) has been doing since the launch.
Following the launch, estimates of the first weekend sales of iPhone took the figure to an over optimistic and ridiculous level of 700,000. The announcements from AT&T and [...]

iPhone’s Component Ecosystem: Synthesis

Uncategorized | July 31st, 2007 | 1 Comment

Over the last few weeks, we have reviewed the iPhone’s Component Vendors. Here is a recap of the articles:
iPhone’s Inside Beneficiaries provides an overview of the various players.
We covered Samsung, one of the top component providers, who also has the manufacturing and design capabilities to become the iPhone’s major competitor in the future. Samsung [...]

Online Music & Web 3.0 (Part 2)

Uncategorized | July 31st, 2007 | 3 Comments

Top Music Sites and Rankings
Among the online music portals, AOL Music has 15.66% market share (including Napster’s 2.6% market share) and more than 350,000 music subscribers to its credit. The site attracted 161,497,557 users in December 2006. AOL Music is the [...]

Building the Electronic Arts of Casual Gaming: PlayFirst CEO John Welch (Part 2)

Uncategorized | July 31st, 2007 | 7 Comments

SM: Mowing your way to MIT!
JW: I used my mowing money to pay my half of the cost for one of the first Intel 8088 processor personal computers. I guess I didn’t use my old TI-994A enough, so my parents were convinced that the new ‘toy’ would just gather dust unless – or even [...]

Maggie Wilderotter Joins Yahoo’s Board of Directors

Uncategorized | July 30th, 2007 | No Comments

WSJ reports that Maggie Wilderotter has joined Yahoo’s Board. This may be considered as the first big move by Jerry Yang to catalyze change in the company.
You can read my interview with Maggie here to catch up on who she is, and what she has done before.
And my central thesis on Yahoo’s turnaround rests on [...]

It’s About Place (Part 5)

Uncategorized | July 30th, 2007 | 5 Comments

by Cal McElroy, Guest Author
I have been following with fascination (and taking many calls from research analysts), regarding the public market buzz around Local.com (NASDAQ: LOCM). This firestorm was triggered by John Gilliam’s recent blog on SeekingAlpha. While I personally think John’s assessment of this patent is overzealous (he did disclose he was long in [...]

Online Music & Web 3.0 (Part 1)

Uncategorized | July 30th, 2007 | 7 Comments

Overview
Online music has come a long way from the Napster years. Today there are many more legal sources of digital music and these have been growing over the past few years. Many consumers are willing to pay for music downloads and this has resulted in the emergence of Apple’s ITunes Music Store. But the illegal [...]