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Time Warner’s Ad Network Move

Posted on Monday, May 14th

In a previous post, I discussed Time Warner’s digital media strategy. In this one, I will analyze their move into Ad Networks, via an investment in Adify, a small company providing technology infrastructure services for building and running ad networks. [If you are new to the field on online advertising, please read my interview with

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Monetizing Blogs via Ad Networks

Posted on Monday, May 14th

We have spent a few weeks discussing online advertising and ad networks with the CEO of Adify. In this post, let’s take a look at how blogs would be able to leverage quality ad networks. Today, the notion of ‘A-List’ bloggers depends on 2 things: (a) Traffic (b) Content. Often, you find blogs with high

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iPhone and the Future of Cisco

Posted on Friday, May 11th

Everyone wants to date the star, hoping some of that lustre would rub off. Cisco is no exception. A bit gruff, somewhat nerdy, the company has recently started trying to reinvent itself with the Human Network campaign. Meanwhile, the Apple iPhone was announced on Jan 9. Apple and Cisco had been negotiating for months over

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iPhone and the Future of Texas Instruments

Posted on Thursday, May 10th

We discussed earlier, that Intel has decided to work on a chip that would power iPhone’s competitors. Other companies will also try to go after this important hyper-integrated chip that combines processing power, lowers power consumption to the limits, and handles high-end functions like video, GPS, etc. In the entire semiconductor landscape, the company that

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iPhone and the Future of Qualcomm

Posted on Wednesday, May 9th

Qualcomm (QCOM) has been reaping the benefits of the worldwide mobile industry boom for a while. Qualcomm engages in the design, development, manufacture, and marketing of digital wireless telecommunications products and services based on its Code Division Multiple Access (CDMA) technology, key competitor to GSM, the other standard. In fact, while most of the world

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iPhone and the Future of Microsoft

Posted on Tuesday, May 8th

This is a very strange perspective, but I think in the mobile world, the iPhone is actually driving the market towards Microsoft’s Windows Mobile OS, and away from the current OS leader Symbian. Let’s go through the logic step by step.

iPhone and the Future of ARM

Posted on Monday, May 7th

Chances are, you have not heard of British chipmaker ARM, and don’t understand their business model. ARM develops semiconductor IP cores that most other chip vendors license and include in their products, to speed up their design cycles. ARM, in turn, collects royalties from these licensing deals. It is by far the largest IP core

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iPhone and the Future of Marvell

Posted on Friday, May 4th

“Apple plans to sell its iPhone through an exclusive marketing agreement with AT&T’s Cingular Wireless unit. While Cingular’s data network is woefully slow, the Wi-Fi feature will give the mobile phone high speed data capability when users can find Wi-Fi hotspots. To date, cell phone service providers have been reluctant to introduce mobile phones with

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