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HOT TOPICS
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
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
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
iPhone’s Carrier Competitors: T-Mobile
In this post, I will look at T-Mobile with respect to the iPhone and AT&T. T-Mobile USA is the US operating unit of T-Mobile International AG & Co., the mobile communications segment of Deutsche Telekom. Deutsche Telekom AG & Co. K.G. (NYSE: DT) is one of the leading telecommunications and information technology service providers in
iPhone’s Carrier Competitors: Sprint
In this post, I will analyze Sprint with respect to AT&T and iPhone. Related posts are available here and here. Sprint Nextel Corp.(NYSE: S) is a global communications company with net operating revenue of $41.02 billion in 2006. Its business is organized into two segments: Wireless and Wireline. The company utilizes CDMA and Nextel’s digital
iPhone’s Carrier Competitors: Verizon
In this post, I will look at Verizon with respect to the iPhone and AT&T. An earlier related post on Verizon is available here. Verizon Communications Inc. (NYSE:VZ) is one of the world’s leading providers of communications services with operating revenue of $88.14 billion in 2006. Its business is organized into two segments: Wireline and
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
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
iPhone and AT&T: How Goes?
Starting with this post on AT&T, I will analyze the US carriers and how the launch of iPhone has affected them. Earlier posts on AT&T available here and here can make for interesting reading. AT&T is the exclusive US carrier partner for the iPhone. To get the iPhone, subscribers need to sign up for a