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Web 3.0 = (4C+P+VS) = YahooBAY

Posted on Monday, Feb 19th

On September 8th, 2005, I wrote a piece called YahooBay, not SkypeBay, as eBAY prepared to buy Skype. Since then, eBAY has stabilized, their core auction business is doing better, although Skype still remains a relatively unmonetized asset. I hope this changes relatively soon, since I am a shareholder, but I still maintain, it is

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Another Reorg at Yahoo

Posted on Thursday, Feb 15th

You can read about it at Techcrunch. Has Susan Decker read 4C: Yahoo’s Turnaround Formula? Here’s an org chart by Cogmap.

Indian Television Market: Opportunities

Posted on Tuesday, Feb 13th

There is a wonderful article in New York Times this week, In India, The Golden Age of Television is Now. “Indian films, especially the flashy musicals and dramas of Bollywood, have grabbed plenty of attention in the West. But the country’s lesser-known television business is more than twice as big, with an estimated $3.4 billion

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Netflix+Flixster = (4C + P + VS)

Posted on Monday, Feb 12th

Recently, I wrote 4C: Yahoo’s Turnaround Formula, in which I suggested that Yahoo organizes itself by segments, and puts the 3C (Content, Community, Commerce), in Context (4th C), and layers on Personalization (P) and Vertical Search (VS) on top it. Here is a very good analysis from Read/Write Web on Flixster, where the Context =

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Cisco, not Adobe acquires FiveAcross?

Posted on Friday, Feb 9th

Cisco buys Five Across, and enters Social Networking. Much as I applauded their previous purchase, Scientific Atlanta, which, judging by the recent earnings reports, is paying off, this one seems to be a frowning moment. That said, I like the FiveAcross value proposition a great deal. I wrote this piece called Media Shuffles back in

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Condenast Flips Online

Posted on Wednesday, Feb 7th

Teenagers are trendsetters and early adopters, and they total 33 million in the U.S. They are also aspirational in nature. They prefer to stay ahead of the pack. Research shows that 67% of the teenagers in the U.S. own a mobile phone and 45% of them have iPods. 32% of the teenagers play computer or

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Yahoo’s New Entertainment Move

Posted on Wednesday, Jan 31st

Yahoo will create 100 branded entertainment destinations around major brands like Harry Potter, Nintendo Wii, etc. (NY Times) Very recently, I wrote 4C: Yahoo’s Turnaround Formula, criticizing them for having haphazard offerings with no segmentation. This announcement addresses some of my points, in that they are actually tying together various disjointed and haphazard properties around

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Fashion Blog

Posted on Saturday, Jan 27th

Have a look at this: NY Times Fashion critic opens a blog called Runway. It’s got some class, and promises to be something potentially non-trashy, judging by the delightful piece on Alber Elbaz’s experiments with Polyester, and a gem of a line: tomorrow is actually a difficult place to reach.