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TIVO Talks

Posted on Friday, May 26th

TiVO’s opportunity.

TiVO Spins

Posted on Thursday, May 25th

TiVO needs a business model change.

More on YahooBAY

Posted on Thursday, May 25th

Yahoo and eBAY move closer. Some suggestions.

JP Morgan Says YahooBAY

Posted on Tuesday, May 23rd

If YahooBAY happens, who will be the CEO?

YouTube: Tango Review

Posted on Monday, May 15th

YouTube: 97% Crap?

Pulitzer Embraces the Web

Posted on Thursday, May 11th

New Pulitzer Prize Chair acknowledges the growing importance of the web in journalism.

P.S. YahooBay

Posted on Friday, May 5th

Few months back I wrote YahooBay. In the last month, eBAY shares have dropped a great deal. The core auctions business is slowing, and under threat from Google. So far, Paypal continues to grow by 30%+, but if Google launches a payment platform, that business will also go through jitters. The stock will definitely tank

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Massive Sets The Tone on M&A Spree

Posted on Wednesday, Apr 26th

Massive sets the tone for acquisitions in Ad Infrastructure.