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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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Apple Since Launch of the iPhone

Posted on Tuesday, Jul 31st

It has been a month since the launch of the iPhone and in this post we will see how Apple (NASDAQ: AAPL) has been doing since the launch. Following the launch, estimates of the first weekend sales of iPhone took the figure to an over optimistic and ridiculous level of 700,000. The announcements from AT&T

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iPhone’s Component Ecosystem: Synthesis

Posted on Tuesday, Jul 31st

Over the last few weeks, we have reviewed the iPhone’s Component Vendors. Here is a recap of the articles: iPhone’s Inside Beneficiaries provides an overview of the various players. We covered Samsung, one of the top component providers, who also has the manufacturing and design capabilities to become the iPhone’s major competitor in the future.

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Maggie Wilderotter Joins Yahoo’s Board of Directors

Posted on Monday, Jul 30th

WSJ reports that Maggie Wilderotter has joined Yahoo’s Board. This may be considered as the first big move by Jerry Yang to catalyze change in the company. You can read my interview with Maggie here to catch up on who she is, and what she has done before. And my central thesis on Yahoo’s turnaround

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