The Carriers

All the carriers are scrambling to figure out their convergence device strategies, especially after the iPhone was launched. * iPhone and AT&T: How Goes? * iPhone’s Carrier Competitors: Verizon * iPhone’s Carrier Competitors: Sprint * iPhone’s Carrier Competitors: T-Mobile

WebMD Has Tremendous Growth Ahead

If you have the problem of head lice or are looking for some of the best diet tips ever, chances are that you would head to WebMD’s (NASDAQ: WBMD) health portal to find your answers. More serious illnesses like Diabetes and Cancer drive tremendous traffic on health portals, WebMD being one of the largest in

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Don’t Touch Blockbuster

Early this month, in the space of a week, two things happened at Blockbuster (NYSE: BBI). First, on August 8 it announced acquiring Movielink for a price that later came to light to be a measly $6.6 million. 10 days later on August 17, COO Nicholas Shepherd and outgoing CFO Larry Zine both unloaded a

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Netflix Needs to Rethink Strategy

February 25, 2007 was a red-letter day for Netflix (NASDAQ: NFLX). It marked its one billionth DVD delivery since the service was launched in September 23, 1999. The happy NFLX top brass decided that the lucky recipient from Helotes, Texas would be a free lifetime member. The occasion also had NFLX changing its TV advertising

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WSJ’s Subscription Business Can Go

Business Week has a good analysis of the prospective demise of WSJ’s subscription business under Murdoch’s regime. “For The Wall Street Journal Online, going free will come at a high cost. The daily financial newspaper is one of the few major publications to successfully charge for access to most of its online content, earning roughly

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Concur’s SME Opportunity

I have just published an interview with Steve Singh, Concur’s CEO. In it, I trace the Concur (Nasdaq: CNQR) story in a great deal of detail that is well worth understanding, to see why this company has a strong growth opportunity ahead. As I said earlier, the SaaS and Extended Enterprise trend alignment are good

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Concur CEO Steve Singh (Part 13)

With a solid strategy executed to date, and a pending acquisition of Gelco, it is time to explore the next step in this evolution. One obvious goal would be expansion of the customer base. Here I get more interested in strategic alliances and their potential benefits in accelerating this process. SM: What is your next

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iPhone’s Competitors: Synthesis

Last week, we reviewed iPhone’s competitors. I would bet on the convergence device movement as a whole, and it would be safe to assume that the overall market growth will offer growth opportunity to all the players. I would bet on RIM for the short term, and Samsung for the long term. Palm and Motorola

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