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turnaround strategy

Terry Semel Steps Aside, New Horizon in Sight?

Posted on Monday, Jun 18th

Yahoo’s future suddenly looks brighter, as Terry Semel steps aside, and Co-Founder Jerry Yang takes back the reins. Semel, a former Hollywood executive who joined Yahoo in 2001, will remain chairman in a non-executive role. Yahoo also expanded the duties of Susan Decker, who was earlier named the head of the company’s advertising business, and

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Palm: Stop Missing Obvious Opportunities

Posted on Tuesday, Jun 12th

I spent a chunk of my professional career working on turnarounds. Thus, I always find it interesting to look at companies which are in turnaround situations. Palm, obviously, is. What’s incredible to me is how Palm keeps missing opportunities to provide real value to its customers. Take the example of 2 services that have become

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Palm’s Fate

Posted on Monday, Jun 4th

With the mobile world awaiting the arrival of the iPhone, which I believe is positioned as a laptop replacement convergence device, Palm has just released its own laptop replacement product. Key points of the Foleo: [With my comments] * Positioning : ProSumer Mobile Companion, that works with a smartphone and keeps it synched. [Not a

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iPhone and the Future of Palm

Posted on Friday, Apr 27th

I have already written a few pieces on Palm over the last 2 years: Before the iPhone was announced: * PALM to the boonies * PalmPod After the iPhone was announced: * Palm’s Turnaround Formula * Should Dell Acquire Palm? * Palm Changing Hands? In the context of our more recent discussion about how the

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Will Sun Shine Again?

Posted on Friday, Apr 20th

Struggling under the pressure of a vertically integrated business that had become obsolete over the last 7 years since the dotcom bust, Sun Microsystems changed CEO in April 2006. Scott McNealy stepped down after 22 years at the helm. Jonathan Schwartz assumed the chief executive’s responsibilities. In the last 12 months, however, dotcoms have come

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Sudden Windfall For 3Com?

Posted on Thursday, Apr 19th

An interesting Patent infringement situation seems to be brewing, with Verizon suing Vonage for some fundamental Voice-Over-IP intellectual property violation, and then a former US Robotics engineer, Michael Musiel, who wrote another patent on similar technology, suggesting that 3Com (which acquired US Robotics) actually owns the patent now. From Muriel’s email: “I originally wrote up

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Newspapers Report Weak Earnings

Posted on Thursday, Apr 19th

WSJ reports: :: Three of the country’s biggest newspaper publishers reported sharply weaker first-quarter results Thursday, reflecting across-the-board declines in print advertising, particularly in classified ads related to the cooling housing market. Gannett Co. and New York Times Co. each posted declining earnings for the period. Tribune Co., which recently agreed to be taken private,

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BusinessWeek: Crown Jewel or Achilles’ Heel?

Posted on Tuesday, Apr 17th

In my post, “McGraw-Hill: Beating the Street” I have discussed McGraw-Hill’s overall business prospects, which looks good with lower double-digit growth in 2007. However, BusinessWeek, McGraw-Hill’s crown jewel is struggling and I am going to talk about it here. BusinessWeek, is one of the most widely read business magazines, with more than 4.7 million readers

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