Palm’s Turnaround Formula

With the iPhone announcement, we enter an era when all the other smartphone providers need to now sit up and define their own clear positioning and path forward. With Steve Jobs working his PR machine, and the media lapping up the show and tell, it is imperative that Palm, for instance, decides where it goes

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The Yahoo! Turnaround Formula

Red Herring included the possibility of a buy-out of Yahoo! this year among its top predictions. ‘Business Week’ rated Terry Semel recently as one of the highest paid chief executives with one of the worst returns to shareholders. And yet, I have said it for a long time, that Yahoo! is a superbly underleveraged asset

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Yahoo’s Woes

Here’s an article from Hollywood Reporter on Yahoo’s woes. I still think Yahoo has some great assets, but it is doing a very poor job of leveraging them. Here are some levers I would focus on, to deliver Yahoo out of the muck: (a) MyYahoo : Tying personalization with the in-house systems of advertisers could

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Yahoo, Think Different!

Yahoo’s Q3 performance comes in at less than satisfactory. As usual, they’re chasing Google’s tail, trying to acquire Facebook, following Google’s example of the YouTube acquisition. Yahoo did something yesterday, however, that I like a lot. They took a 20% stake in RightMedia, an Ad auction marketplace. I would make another move, as follows: acquire

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Hurd’s First Major Acquisition

WSJ reports: HP to buy Mercury. Consolidation continues in the technology business. Good analysis here.