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Murdoch Gets Dow Jones, Now What?
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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iPhone’s Component Ecosystem: Synthesis
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.
Online Music & Web 3.0 (Part 2)
Top Music Sites and Rankings Among the online music portals, AOL Music has 15.66% market share (including Napster’s 2.6% market share) and more than 350,000 music subscribers to its credit. The site attracted 161,497,557 users in December 2006. AOL Music is the leading online music site with 25.2 million unique visitors, followed by Yahoo! Music
Building the Electronic Arts of Casual Gaming: PlayFirst CEO John Welch (Part 2)
SM: Mowing your way to MIT! JW: I used my mowing money to pay my half of the cost for one of the first Intel 8088 processor personal computers. I guess I didn’t use my old TI-994A enough, so my parents were convinced that the new ‘toy’ would just gather dust unless – or even
Maggie Wilderotter Joins Yahoo’s Board of Directors
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
It’s About Place (Part 5)
by Cal McElroy, Guest Author I have been following with fascination (and taking many calls from research analysts), regarding the public market buzz around Local.com (NASDAQ: LOCM). This firestorm was triggered by John Gilliam’s recent blog on SeekingAlpha. While I personally think John’s assessment of this patent is overzealous (he did disclose he was long
Online Music & Web 3.0 (Part 1)
Overview Online music has come a long way from the Napster years. Today there are many more legal sources of digital music and these have been growing over the past few years. Many consumers are willing to pay for music downloads and this has resulted in the emergence of Apple’s ITunes Music Store. But the
Building the Electronic Arts of Casual Gaming: PlayFirst CEO John Welch (Part 1)
The Internet is changing the content business dramatically, and in this story, we will explore the casual gaming industry through the eyes of entrepreneur John Welch, a gaming industry veteran, who hopes to build a brand as high-impact as Electronic Arts in video gaming, through his venture PlayFirst. I met John a long time ago
