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Sharon Waxman has a post based on an interview with Google CEO Eric Schmidt. One comment she reports underscores how little the search company seems to understand about content, the dire straits of those who produce it, and just how tenuous Google's own fortunes -- and others who would make their money off the content of others -- might be.
IBM is making a concerted push to cash in on as many stimulus dollars coming from the American Recovery and Reinvestment Act as possible, offering services to health care, energy and other industries liable to garner funding, as well as government agencies administering those funds. IBM is openin...
Verizon and Microsoft are in talks for a new iPhone rival, according to a report in the Wall Street Journal. By seeking to emulate their rivals, both companies are tacitly admitting to having lost significant share in their respective markets. The device, code-named Pink by Microsoft, would trans...
My colleague Michael Hickins has an interesting post about profitability of major video sharing sites. The more I read and considered his reporting and conversation with YouTube, the more questions I found myself facing. With all the speculation of how well YouTube or Hulu might be doing, there are complexities that could well mask what the owners of the companies are actually getting from their properties.
There's a general assumption that YouTube is losing Google gobs of money, fueled in great part by the much-bandied idea that YouTube is generating ad revenue on just 3 percent of the content on its site. This may be far from the case; AdAge recently speculated that YouTube is now monetizing as ...
Apple loses patent suit; Judge extends Microsoft antitrust oversight; EU finding on Intel coming soon and probably isn't pretty; engineer sues Sony for allegedly shady dealing; Pirate Bay case judge impartiality questioned; and judge won't delay Polaroid asset sale.
One of the strengths of Apple has been the ability of its brand to command premium pricing, whether in computers, MP3 players, or cell handsets. That has lead to a level of profitability that is the envy of its competitors. But there are signs of countervailing pressure that is forcing Apple to make less and less on the bulk of its products, bringing to question whether the company retains the same qualitative allure to a broader public as it displayed among the faithful. In a continuing period feature, we look into the details of a company's SEC filings for trends and insight.
My colleague Michael Hickins seems ready to consign Microsoft to the dust heap. He's certainly right that the last quarter was grim and that Microsoft has some serious problems, including the long over reliance on Windows and Office as its cash cows. But it's easy to over react to the latest earning...
Microsoft disclosed that sales fell 6 percent during its third fiscal quarter ending March 31, its first ever year-over-year quarterly sales drop, and the start of an inexorable demise. Rome didn't decline in a day, and neither will Microsoft, but the graffiti is on the wall. Microsoft CFO Chris ...
I'm afraid my colleague Erik Sherman is all wet where the Baby Shaker app is concerned -- and so are the alarmists claiming that the now-withdrawn app would have encouraged people to shake actual babies. The iPhone application -- which featured a crude image of a baby that emitted squalling sounds u...
Apple has a reputation for some of the best design in the world. But for this company, beauty is often only case and UI deep. When it comes to designing a good reputation for the vast majority beyond the fanboy demographic, management continues an uncanny knack for shooting itself in the foot with a howitzer.
Cloud computing, wireless versus wired, Internet bandwidth availability: many issues face the telecommunications industry. I had a chat with Qwest's CTO, Pieter Poll, to get his company's view of them.
According to Silicon Alley Insider, Facebook is looking at possibly building an online ad network based on Facebook Connect, though not for at least the next six months. And there's suspicion that Twitter could do the same. But then, how much good will it do them? In the short term, the online ad o...
Cisco could be thrown of course in its ambition to become the single supplier in the data center because of a coming wave of consolidation in the networking industry, the first sign of which is Broadcom's bid for networking component vendor Emulex. Cisco's strategy is dependent on being able to c...
Informatica, which makes technology intended to help companies manage and deduplicate data held in various technology systems, would be a logical next acquisition target for Oracle, as would a number of other niche vendors in the same space, like Initiate Systems and Siperian. Informatica, however, ...
