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Eric Benhamou: The Saga Of Palm (Part 13)

Posted on Wednesday, Oct 31st

SM: What is Elevation’s investment thesis regarding positioning? Is it still a prosumer play? EB: The Elevation thesis is pretty simple. It basically says that smartphone market is at its very infancy, and the arrival of the iPhone is expanding the opportunity, making it more real to more people. It is very clear that it

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Web 3.0 & Time Warner (Part 3)

Posted on Wednesday, Oct 31st

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Time Warner sites. We have not gone into the details of all the properties, but you can review the Web 3.0 section of this site for detailed discussions on some of the vertical categories. Context CNN.com stands for News.

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Web 3.0 & Time Warner (Part 2)

Posted on Tuesday, Oct 30th

Vertical Strategy Time Warner operates a host of online properties, which are extremely popular in the US. We will take a look at the Company’s various online verticals below. News CNN.com is among the world’s leaders in online news and information delivery. CNN.com delivers the latest breaking news and top stories on US and World

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Eric Benhamou: The Saga Of Palm (Part 12)

Posted on Tuesday, Oct 30th

Palm’s Elevation Partners deal is a smart move to give the cmpany its best shot at a turnaround. Jonathan Rubinstein joins as Executive Chairman, as part of the deal, and the transition is due to happen soon. SM: What about the CEO though? EB: What was critical was to be able to add this talent

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Web 3.0 & Time Warner (Part 1)

Posted on Monday, Oct 29th

Introduction Time Warner Inc. is a leading media and entertainment company, whose businesses include interactive services, cable systems, filmed entertainment, television networks and publishing. The company is rumored to be in a number of restructuring discussions to spin off various pieces of its business. Nothing concrete has been announced yet along these lines. Time Inc.

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Eric Benhamou: The Saga Of Palm (Part 11)

Posted on Monday, Oct 29th

SM: So services as a key strategic initiative you think is still in beta! EB: Well, this was a core opportunity. In the Spring of 2005, at an annual strategy board meeting, it was decided that a key goal for the company would be in the subscription area. We had not been able to execute

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Web 3.0 & Comcast (Part 5)

Posted on Saturday, Oct 27th

Conclusion Comcast is the top U.S. cable, high-speed Internet and digital voice services provider (a.k.a triple play). It has recently pushed ahead with a number of web-based and mobile video initiatives. These cutting-edge forays have allowed Comcast to enter new entertainment sectors, which are different from Comcast’s core business but are dynamic and are regarded

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Web 3.0 & Comcast (Part 4)

Posted on Friday, Oct 26th

Acquisition Targets Comcast has made a few acquisitions in the Internet space. In April 2007 it acquired movie ticket site Fandango for $200 million. The Company is aggressively eyeing the Social Networking / Web 2.0 space. Perhaps it wants to make up for missing out on MySpace and You Tube. The Company is also looking

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