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Making a Difference through Business, Media, Finance, Technology, Globalization and Mobilization.
- August 29, 2007 - Google Phone Potential
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Lots and Lots of Google Phone Rumors: HTC, Android, and even Yahoo in the mix
Reply to Omar Ismail (Post #10) who wrote: “If you’re Google what would you rather have, 25% of the devices in the market using your OS + software, or 100% of the market using your software.”
Your point is grounded in sound business logic. However, if you zoom out a bit (to see a little more of the forest) you’ll remember that Google’s business model is serving ads. And when one is the top dog, defending ones position against potential threats often requires going on the offensive (and sometimes in a way that seems misaligned with core competencies). This, not only to grow in new markets but also to defend existing cash cow businesses from those who might go on the offensive themselves who maybe dominant in their own market spaces.
Net net, if Google is developing a phone, it won’t be because they think the handset market is so lucrative; it’s because they know much of the users experience is influenced by the telephony carriers. And if Google can’t find a way to gain a dominant position through offering mobile search through partnerships with carriers, then heck, if you have the resources, why not buy your own spectrum and phone bundle. They would then control the user experience which they could greatly leverage to become the dominant server of ads in the mobile space.
It’s about risk-reward tradeoff. They have the resources to finance this risk which has a potential huge reward, both in terms of defending their current position, and growing in the mobile space. And when the position to defend is so lucrative, making huge strategic decisions is necessary and expected.
Tags: google, gphone, telephony, mobile, adnetworks, businessmodel Wednesday August 29, 2007 - 04:24pm (PDT) Permanent Link | 0 Comments - August 13, 2007 - Time Warner vs TiVo
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The Next Net: Time Warner Cable Tries to Turn Back the Clock on DVRs
The article states:
"If the cable companies really want to counter the threat of TiVo, they are going to have to come up with a service that is better than TiVo. Not one that is worse, but free".
Actually, if a significant portion of TiVo's customers or prospective customers value $180 (a one year subscription for Tivo based on your numbers) more so than having to watch commercials, then this Time Warner service will help TV networks maintain advertising rates (by stemming any decline). In turn, TW will boost the value of their cable system to these television networks, and thus TW will be be in a better position to sustain or increase their own rates charged to the networks. Because TiVo's real threat to TW is declining revenues brought on by the fall of ad revenue at the TV network level, this move can help counter the threat of TiVo without having to displace TiVo entirely.
Monday August 13, 2007 - 05:23pm (PDT) Permanent Link | 0 Comments - August 7, 2007 - New York Times going free?
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New York Times to ax premium online content, rival says | Tech news blog - CNET News.com
It makes sense for almost any retail media site to dismantle the subscription component as the media game will be won through market share acquisition that facilitates the necessary scale to open up the site as a platform (scope) for others to integrate with. Barriers between the content and the audience is a path to marginalization as competitors focused on the bigger picture utilize their scale and stock to build ever more compelling properties on the web that become hubs. The lost subscription revenue is a small price to pay when compared to the lost opportunity online.
Tuesday August 7, 2007 - 10:09am (PDT) Permanent Link | 0 Comments - March 29, 2007 - Hyper-aggregation vs Branding
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Hyper-aggregation (GigaOM » The Content Aggregators and the Fat Belly) allows the provider to own the customer relationship, but effective branding can allow the provider to own the customer’s perception of the offering’s core value -- something much more valuable. For instance, lifestyle brands can obtain best of breed status because their core value is seen as the most productive solution for the customer’s need. (This dominant position allows a niche provider to expand the offering's scope over time to effectively compete in new growth markets. The resulting threat to larger incumbents also allows the provider to position itself for a lucrative takeover by the incumbent.) Thus, hyper-aggregation isn't necessarily the end all be all. It can be a path though to that leading position in the customer's perception of value provision.
Thursday March 29, 2007 - 05:50pm (PDT) Permanent Link | 0 Comments - February 24, 2007 - 2007 NHL Entry Draft Prospect Rankings
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My Rankings
1a. Alexei Cherepanov (F/89) - average sized 18-year old playing against men in the Russian elite league, and certainly holding his own (top ten in scoring on his team); had an outstanding tournament at the WJC for Team Russia; some have raised concerns about his intensity, consistency, and attitude
1b. Sam Gagner (F/89) - smallish, fiesty, ultra-high scoring center; his dad Dave Gagner played in the NHL but Sam is better at this age (Joe Sakic type potential); had five shots but did not score any points in WJC for Team Canada, but was the only 89-birth year player on team
1c. James vanRiemsdyk (F/89) - tall, lanky, offensively gifted, power forward; could end up being the best player in the draft (NHL story); playing for US Ntl Team Dev Program; played in WJC on Team USA as the only 89-birth year player, and scoring a goal on his only shot
4. Patrick Kane (F/88) - smallish high scoring winger, late birthday in his first major junior season, benefitting from playing alongside Sam Gagner; had an outstanding WJC tournament for Team USA
5. Alexandre Plante (D/89) - huge defenseman with good skill and decent aggressiveness (could be a stand out - skating maybe a question mark)
6. Karl Alzner (D/88) - good size, not ultra aggressive, good offensive up side, good scoring progression season over season
7. Nick Petrecki (D/89) - big, tough, dman with decent puck moving skills playing US Jr.A
8. Kyle Turris (F/89) - high scoring forward with decent size playing in BC Jr. A
9. Jakub Voracek (F/89) - good size, good skill, more of playmaker than goal scoring, but hasn't overwhelmed with his points total this season (I believe he had a better first half of the season)
10. Angelo Esposito (F/89) - lots of offensive skill but he is having a bad year considering what he did as a rookie (red flag - will not live up to potential or be a consistent performer - Alexandre Daigle comes to mind); his high ranking in the CSS mid term rankings was likely due to the fact that this is a very weak draft year
11. Logan Couture (F/89) - decent size, lots of potential considering rookie season last year, but has been a bit of dissapointment this season -- not overly, just not doing as well as would be expected (had mono during the first half of the season)
12. Brandon Sutter (F/89) - tall, lanky center with two way game potential (not as talented as Brent Sutter, but better than Rich Sutter)
13. Colton Gilies (F/89) - big, tough center with modest offensive potential
14. Keven Veilleux (F/89) - great size, decent touch (could be a power forward type if he plays with more aggressiveness)
15. John Negrin (D/89) - good size, decent scoring, adequate toughness (good overall package, top 4 dman potential)
16. John Blum (D/89) - decent size, offensive defenseman from California playing in Vancouver (WHL)
17. Nick Ross (D/89) - decent size, decent scoring, good toughness (similar to John Negrin)
18. Thomas Hickey (D/89) - small dman with significant offensive talent; if he keeps progressing in junior, he maybe able to overcome his size and become a top four dman in the NHL
19. Keaton Ellerby (D/88) - tough dman, great size, modest offense
20. Trevor Cann (G/89) - average sized goalie with poor stats in junior for Peterborough
21. Mikael Backlund (F/89) - average size, second best rated forward (in the NHL CSS mid term rankings)
22. Maxim Mayorov (F/89) - good size; second best rated Russian forward (in the NHL CSS mid term rankings)
Others:
David Skokan (F/88) - average size and skill, but does play a gritty style
David Perron (F/88) - average to small size and skill, hasn't really progressed from last year
Zach Hamill (F/88) - another small, skilled forward who is getting better; could be a third to second liner in the NHL
Maxime Tanguay (F/88) - small to average size, getting better offensively, but nothing real special there
Nick Spaling (F/88) - average size and decent skill
Eric Doyle (D/89) - good size, decent scoring, has up side offensive potential (not aggressive)
Taylor Ellington (D/88) - fairly big and strong dman but not much else
Jim O'Brien (F/89) - good sized freshman at Minnesota (WCHA)
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My 2007 NHL Mock Draft
(updated May 3, 2007)
1 Chicago (td / tsn) - Patrick Kane (F/88)
2 Philadelphia (td / tsn) - Alexei Cherepanov (F/89)
3 Phoenix (td / tsn) - James vanRiemsdyk (F/89)
4 Los Angeles (td / tsn) - Sam Gagner (F/89)
5 Washington (td / tsn) - Kyle Turris (F/89)
6 Edmonton (td / tsn) - Logan Couture (F/89)
7 Columbus (td / tsn) - Angelo Esposito (F/89)
8 Boston (td / tsn) - Jakub Voracek (F/89)
9 St. Louis (td / tsn) - Alexandre Plante (D/89)
10 Florida (td / tsn) - Karl Alzner (D/88)
11 Carolina (td / tsn) - Nick Petrecki (D/89)
12 Montreal (td / tsn) - Maxim Mayorov (F/89)
13 Toronto (td / tsn) - Akim Aliu (F/89)
14 Colorado (td / tsn) - Brandon Sutter (F/89)td - team draft record page
tsn - TSN team analysis_______________________________________________
1 Jakub Voracek
2 Patrick Kane
3 Alexei Cherepanov
4 Kyle Turris
5 James vanRiemsdyk (F/89/US NTDP)
6 Karl Alzner
7 Sam Gagner
8 Maxim Mayorov
9 Keaton Ellerby
10 Logan Couture
11 Angelo Esposito
12 Colton Gillies
13 Nick Petrecki
14 Joakim Andersson
15 Alexandre Plante
16 John Blum
17 Thomas Hickey
18 Zach Hamill
19 Akim Aliu
20 Brandon Sutter
21 Kevin Shattenkirk (D/89/US NTDP)
22 Mike Hoeffel (LW/89/US NTDP)
23 Brett MacLean
24 Oscar Moller
25 Max Gratchev
26 Logan MacMillan
27 Vladimir Ruzicka
28 Eric Doyle
29 Tommy Cross (D/89/US NT U-18)
30 Dana Tyrell_______________________________________________
Misc
NHL Free Agents (starting July 1, 2007)
NHL Player Salaries by Team
NHL Team Salary Cap Status
Other Mock NHL Draft 2007
Draft Chat Boards
US NTDP Stats
NHL.com Draft page with CSS Rankings
NHL Draft 2007 Player Videos
NHL Draft 2007 Combine Portraits
Game Video: U -18 - Canada vs Russia (4/17/07)
Game Video: U -18 - USA vs Slovakia (4/19/07)
Game Video: U-18 - Canada vs USA (4/20/07)
Game Video: U-18 - Canada vs Sweden (4/22/07)
Game Video: U-18 - USA vs Russia (4/22/07)
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Tags: hockey, nhl, draft, rankings, prospects, 2007 Saturday February 24, 2007 - 01:16pm (PST) Permanent Link | 0 Comments
