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iPhone Competitors: RIM

Posted on Tuesday, Aug 7th

Starting with this post on RIM, I will look at some major players that the iPhone will be competing with. An earlier post on RIM can provide good background for this post. In it, I have suggested that RIM does not directly compete with the iPhone, because of its prosumer focus, whereas the iPhone is

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Tom Tom + Tele Atlas: Perfect Match

Posted on Monday, Aug 6th

If there is ever a perfect marriage, this could be it. Tom Tom’s (AMS: TOM2) planned acquisition of Tele Atlas (AMS: TA) is perfect in more senses than one. For one thing, both are Dutch companies, with synergistic businesses, and a merger integration will be dramatically easier based on that reason alone. But of course,

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Take-Two (TTWO) Takes Two Steps Back

Posted on Sunday, Aug 5th

By Frank Lara, Guest Author What happens when you delay your flagship product and you exist in the cut throat gaming sector? How about a 22% drop in your company stock and plenty of time to beat yourself up questioning – what went wrong? Take-Two Interactive Software Inc. (NASDAQ:TTWO) finished the week down 26% when

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More on the LOCM Patent Situation

Posted on Friday, Aug 3rd

Here’s a must-read analysis of the patent by Marty Himmelstein, formerly from Vicinity. Marty also wrote to me privately: “Hi Sramana – I read your post on local.com today. As I tried to make the case in my post, the Local.com patent is fatally flawed. First, the copious prior art makes the patent irrelevant. I

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Place and Location Services Growth Fuels Navteq

Posted on Thursday, Aug 2nd

If you’re ever stuck in a big US city in never-ending traffic – which is perfectly commonplace these days – trying to figure out how soon you can reach your client’s office downtown, trust Navteq’s (NYSE: NVT) GPS maps to effortlessly guide you to your destination. Sounds too simple? The truth is it is. If

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Financial Media Comparison Chart

Posted on Thursday, Aug 2nd

I did some digging into the various business and financial media sites last night, and here are some stats. Alexa Ranks: (Yahoo! Finance and MSN Money are not included in this list, because I cannot find Alexa ranks for them.) * CNNMoney.com: 76 * Forbes.com 483 * Marketwatch.com 1,032 * WSJ.com: 1,043 * Businessweek.com 1,310

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Local Search Bonanza Stirs Patent Investigation

Posted on Wednesday, Aug 1st

Last year in Feb the Kelsey Group made the eye-catching forecast that the global online local search market is set to explode from $3.4 billion in 2005 to $13 billion in 2010. This put the growth rate at a handsome 30.4% over the next 4-5 years. Interestingly, the same report was emphatic that the classified

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Murdoch Gets Dow Jones, Now What?

Posted on Tuesday, Jul 31st

As expected, Rupert Murdoch has successfully negotiated for himself a position in the Business and Finance vertical with a crown jewel brand, The Wall Street Journal. Here’s my previous analysis on why this deal is a good one. I really like News Corp’s verticalization strategy. James Altucher asked Jim Cramer, “What’s the one thing the

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