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Obama’s Economic Policy

Posted on Saturday, Sep 6th

Here are some comments from Forbes readers on my last column. My response is below. Please feel free to chime in.

Amazon Amazes!

Posted on Thursday, Jul 24th

Amazon’s results are in … and they are impressive! Net income for the quarter doubled with a 41% rise in revenue in a slowing, hiccuping economy.

eBay’s Auction Woes

Posted on Tuesday, Jun 3rd

Business Week reports that eBay’s auctions business model is being increasingly overlooked for fixed price transactions. Ease of use is a primary driver. Another is the ubiquitous presence of comparison shopping engines.

Not Bullish on eBay

Posted on Thursday, Apr 17th

I said earlier upon Meg Whitman’s departure that eBay has a bounce back opportunity ahead. As their new CEO, John Donahoe, announced Q1 results today, they exceeded market expectations on all counts. Q1 revenues of $2.19 billion and EPS of $0.42 were higher than analysts’ views of $2.08 billion revenue with $0.39 EPS.

Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 4)

Posted on Sunday, Mar 23rd

SM: Your vision was to move beyond the traditional print model, and rather be the center of a lifestyle. JH: I also saw us as building a personal publishing platform. Yes, we have consumers doing all the beautiful cards, books and calendars, but we also have lots of small businesses, charities, schools, non-profits, jewelry manufacturers,

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Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 2)

Posted on Friday, Mar 21st

SM: What timeframe was this work with Raging Bull going on? JH: This was in the 1998 – 1999 timeframe. We then raised a $20M round with CNET, CMGI put in money and we started doing some television on CNet TV. We had a financial hour and hired some on-air talent. It was a really

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Amazon Pursues Growth At All Costs

Posted on Monday, Feb 4th

In 2007, Amazon’s stock price appreciated by over 125%. How does it look in 2008? Amazon preserves leadership in its core retail business, while layering on a variety of “services”. Amazon posted Q407 results in line with the Street’s estimates. Revenues grew 42% y-o-y to $5.67 billion from $3.99 billion in the quarter a year

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Deal Radar 2008: Zappos Wants to be Amazon When it Grows Up

Posted on Monday, Jan 28th

You have heard me talk about the verticalization of the web. Here’s a good example of a brand built on that premise. Zappos.com is the #1 online footwear retailer. Apart from retailing around 1,100 well known brands of shoes, boots, sandals, and athletic footwear, it also retails accessories including socks, wallets, belts, designer handbags, and

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