INc posts
FeedPosted Jun 8th 2009 4:20PM by Brian White (RSS feed)
Filed under: Competitive strategy, Microsoft (MSFT), Yahoo! (YHOO)

When
Microsoft Corp.'s (NASDAQ:
MSFT) Bing "decision engine" took final form recently, many internet pundits didn't think it would pose a serious threat to
Google, Inc.'s (NASDAQ:
GOOG) market-leading internet search positioning. Indeed, Bing hasn't really threatened Google in a little over a week since being officially launched.
What is has done is overtake
Yahoo Inc.'s (NASDAQ:
YHOO) position in second place behind Google -- all in less than seven days. How on earth did Microsoft's Bing shoot up so fast? It's brand new, has a huge amount of hype and online advertising and there is an initial euphoria goading the numbers so far. Will "decision search" customers who continue to use Bing long-term spell deeper trouble for Yahoo!, or just prove that initial-launch bumps can happen and then fade away?
Continue reading Microsoft's Bing overtakes Yahoo! in less than a month
Posted Jan 30th 2009 9:15AM by Douglas McIntyre (RSS feed)
Filed under: Earnings reports, Time Warner (TWX)
When embattled Time Warner (NYSE: TWX) CEO Jeff Bewkes gets on the company's fourth quarter earnings call next week, February 4, he will certainly be asked one thing. With the advertising market facing one of its worst periods in years, how does he intend to keep profit margins high? Several of the company's businesses, particularly magazine group Time, Inc., AOL (parent company of BloggingStocks), and the firm's cable networks, rely on advertising for a large portion of their revenue.
Late last year, Time, Inc. cut 600 jobs. AOL just said it would let another 700 people go. No plans have been announced for cable operations like CNN, but those may come.
Continue reading How much does Time Warner (TWX) have to cut to save margins?
Posted Nov 12th 2008 10:15AM by Brian White (RSS feed)
Filed under: Products and services, Apple Inc (AAPL), Dell (DELL)

If you're seeking out a new PC for your own holiday gift or for someone near and dear, some research says you're probably looking at
Dell, Inc. (NASDAQ:
DELL) or
Apple, Inc. (NASDAQ:
AAPL) to fill your need. ChangeWave said yesterday that two-thirds of those looking to buy a laptop PC this holiday season have visions of Steve Jobs or Michael Dell dancing in their heads. Interesting, since
Hewlett-Packard Corp. (NYSE:
HPQ)
outsells both of them by a huge stretch in the U.S. market.
I'm not sure where ChangeWave conducted its survey (perhaps college campuses?), but it revealed that 33% of the 3,699 respondents stated they would be buying an Apple Mac if they would be buying in the next 90 days, while the same amount -- 33% -- indicated a Dell laptop purchase was on the radar this season.
Since the consumer market is the one keeping PC makers in business (as businesses have stopped almost all PC purchasing), it's just astounding that HP and even PC makers like Sony, Toshiba and Acer weren't mentioned in this research. Regardless, it's good for Apple. The company has continued to defy expectations by selling higher-priced laptops at an
increasing rate every quarter throughout 2008.Posted Aug 14th 2008 1:32PM by Brian White (RSS feed)
Filed under: Rumors, Launches, Google (GOOG)
Google, Inc. (NASDAQ:
GOOG) has been touting its Android mobile operating system platform for over a year. Still without a product to showcase its efforts, many are beginning to wonder if Google has classified Android as "vaporware." Even though the company is itself not making a single piece of hardware, a mobile handset is the product the customer will use. So, Google, where is it?
Apple, Inc.'s (NASDAQ:
AAPL) iPhone 3G, which admittedly
has a few issues, but is still selling like hotcakes, is stealing any thunder Android would have created. T-Mobile USA, the fourth-largest mobile operator in the U.S., may have an Android phone on the market sometime in September,
according to TMoNews. Still, is it too late for Android to make a huge splash in the mobile pool?
Continue reading Google Android phone here next month?
Posted Apr 26th 2008 1:40PM by Brian White (RSS feed)
Filed under: Wal-Mart (WMT), Columns
Welcome to the 58th installment of The Wal-Mart Weekly, a column dedicated to bringing you insight, wit, facts, results, opinions, and just a bit of everything else when it comes to a very hot topic these days: Wal-Mart.
This week's Wal-Mart Weekly looks at the moves the world's largest retailer is making to actually slow its growth. When one thinks of Wal-Mart Stores Inc. (NYSE: WMT) -- or any other retailer -- the term growth always seems to come to mind. That's what Wall Street's short-sighted investors fret about every day, although by its nature this kind of focus keeps most public companies trying to plan for the future while appeasing the market makers.
How about actually trying to slow down growth? There is a lot to be said for "disciplined growth" and growing at a rate that fits the general retail landscape and economy of the countries in which you're operating. Would -- gasp -- Wal-Mart ever want to temper its growth and actually slow things down a bit? Perhaps.
Continue reading The Wal-Mart Weekly: Curbing growth can be a sound strategy
Posted Apr 7th 2008 4:30PM by Brian White (RSS feed)
Filed under: Products and services, Google (GOOG)

A couple in Pennsylvania who values their privacy is suing
Google, Inc. (NASDAQ:
GOOG) because its Street View product is making images of their house available for free to anyone with an internet connection. The couple argues that by Google Street View archiving views of their home, it's being devalued.
The Boring couple (yes, that is their last name) is seeking at least $25,000 in damages from the world's largest internet search company in what could be a large precedent. How many other "private" areas has Google Street View been able to present for free on the internet that many don't even know about? Google is all about giving anyone information access at any time on any device -- but at the cost of privacy loss for those that value it? Where is the line drawn? Right now, there doesn't seem to be one.
This case is unique because the images of the Boring's home
seem to have been taken from the couple's driveway, which is clearly labeled "Private Road" -- it's what the couple was seeking in 2006 when it brought the property. The publicizing of their case, however, is anything but private. Google made it clear in the response to the suit that they have made it quite easy to request image removal from its Street View product. The question remains -- what rulebook does the company use when photographing areas for display anyway?