FeedPosted Mar 19th 2010 1:40PM by Tom Johansmeyer (RSS feed)
Filed under: Internet, Competitive Strategy, Google (GOOG), Microsoft (MSFT), Starbucks (SBUX), Best Buy (BBY)
Twitter's a pretty lucky company. Few get two bytes at the hype apple in rapid succession, but this social media platform has found a way to make up for its disappointing announcement about its advertising model. According to VentureBeat, Twitter might unveil its long-awaited, heavily-hyped and possibly investor-satisfying corporate accounts. Next month, at its inaugural Chirp developer conference, we could finally see what might just be the foundation of Twitter's business model.
Continue reading Twitter May Chirp Its Commercial Accounts Next Month
Posted Mar 16th 2010 4:00PM by Steven Mallas (RSS feed)
Filed under: Internet, Google (GOOG), Walt Disney (DIS), News Corp'B' (NWS), Media World

Do you remember when MySpace was all the rage? Of course you do. Then came Facebook; then came Twitter. Something else will come along, too. Unfortunately, though, News Corp. (
NWS) committed itself to MySpace by buying it back in 2005. What a mistake that was.
I'm sure everyone knows about the growth problems at the social-networking site. This recent article at Reuters discusses them. Morale at the company appears to be waning. Unique visitors aren't what they used to be. An ad agreement with Google (GOOG) is about to expire; any new transaction on that front may not be as valuable now that MySpace has been relegated to not-as-cool-as-it-used-to-be status.
Continue reading News Corp. Not Having Fun with MySpace
Posted Mar 16th 2010 11:00AM by Tom Johansmeyer (RSS feed)
Filed under: Internet, Google (GOOG), Microsoft (MSFT), Yahoo! (YHOO), Media World, Technology

Nobody's naming names right now, but
Social Times reports from SXSW that "a number" of companies are paying
Twitter hefty fees for unrestricted access to the "firehose." While some Twitter data is accessible free through the company's developer program, the full data set is only available to those willing to write a check – and, it turns out, a substantial one.
Back in October, Twitter inked high-profile data-licensing deals with Google (
GOOG) and Microsoft (
MSFT), which brought in $25 million and put the social media service on the revenue map. Since then, it has
brought more clients into the fold through its data-licensing program, including Kosmix and Scoopler, by opening up what it calls the "firehose"; i.e., unfettered access to the Twitter data stream.
Continue reading Twitter Getting Six Figures a Month for Data
Posted Mar 12th 2010 5:00PM by Gary E. Sattler (RSS feed)
Filed under: Products and Services, Law, Internet, Citigroup Inc. (C), Headline News
Record label EMI, which was purchased by Terra Firma Capital Corporation (TII) in 2007, was dealt a serious blow yesterday by the band Pink Floyd. The band filed a lawsuit against EMI because the record company started selling individual music tracks from Pink Floyd's two block buster albums, Dark Side of the Moon and The Wall online. The selling of individual music tracks is expressly forbid by the band's contract with the record label. Yesterday a judge affirmed that contract condition.
This turn of events comes not only as a serious blow to EMI, but as a gut wrenching twist in Terra Firma's continuing downward spiral. Terra Firma is currently engaged in a legal battle with Citigroup, Inc. (C) regarding its purchase of EMI at auction. Terra Firma has accused Citi of the use of "fraudulent measures" in completing that sale.
Continue reading Pink Floyd Sends EMI to the Dark Side of the Moon
Posted Mar 9th 2010 9:30AM by Steven Mallas (RSS feed)
Filed under: Analyst Upgrades and Downgrades, Internet, Google (GOOG), Microsoft (MSFT), Yahoo! (YHOO)
Yahoo! (YHOO) received an analyst upgrade from JMP Securities Monday. The thesis is that online advertising is improving, so now may be the time to get in on the possible capital appreciation of the business. The stock closed yesterday at $16.52 per share -- a gain of 2.8%. Volume was active.
The upgrade also comes with a price target of $21. Yahoo!, like many stocks, has bounced off its 52-week low quite strongly. Over the 12-month period, the company has risen by better than 20%. From one angle, I like the idea of this trade. Technically, the shares might be ready to move.
Continue reading Yahoo!: A Buy After Upgrade?
Posted Mar 7th 2010 3:10PM by Gary E. Sattler (RSS feed)
Filed under: Products and Services, Internet, Competitive Strategy, Microsoft (MSFT)
Instigated by an agreement negotiated between the European Commission (EC) and Microsoft Corp. (MSFT), a new browser selection utility has just become available. Although the browser choice software is intended mainly to be distributed through the Windows update system familiar to Microsoft's Internet Explorer (IE) users, it is also available online for anyone to access.
It is reported that Microsoft IE currently holds approximately 62% of browser market share. That is a powerful position for the company to be in when considering that web browsers are absolutely essential pieces of software. That is, in part, why the EC put pressure on Microsoft to open up the playing field to lesser known browser utilities. With their demands, European regulators essentially cut Microsoft's exclusive IE umbilical cord in July of 2009.
Continue reading Microsoft and the Browser Wars
Posted Mar 4th 2010 2:00PM by Tom Johansmeyer (RSS feed)
Filed under: Internet, Microsoft (MSFT), Yahoo! (YHOO), Intel (INTC), Oracle Corp (ORCL), Initial Public Offerings, Technology

It's not just Digital Sky Technologies that is in "no rush" for Facebook to go public -- Facebook's founder says he's happy to take his time, too. CEO
Mark Zuckerberg, according to the Wall Street Journal is putting his head together with those of Paul Otellini, CEO of Intel (
INTC) and Charles Phillips, president of Oracle (
ORCL) to gain insights on running his company, over which he'll have more control as a result of
Facebook's dual-class share structure. If Zuckerberg gets his way, he'll run Facebook for a while before taking the dive into public capital markets.
Zuckerberg tells the Wall Street Journal(subscription required), "We're going to go public eventually, because that's the contract that we have with or investors and our employees." Doubtless, these two parties are eager to experience a liquidity event, particularly those from the company's earliest days and preliminary financing rounds.
Continue reading Zuckerberg in 'No Rush' for Facebook IPO
Posted Mar 2nd 2010 1:00PM by Tom Johansmeyer (RSS feed)
Filed under: Consumer Experience, Internet
Where there are plenty of women, you're bound to find more and more men. Though the gain was small, the number of men on Facebook grew faster than women in February 2010, making the social networking site look a lot like every hot club in Manhattan -- men chasing women.
Facebook picked up an additional 5 million users in the United States last month, reaching 113 million. Since the middle of last year, the social media site has gained users every month. Though every demographic is showing increases, men are leading the charge. In January, women owned 56.07% of Facebook use, a share of activity that fell to 55.6% in February. Among users age 18 to 44, new male users outpaced females by approximately 2:1.
Continue reading Facebook Gains U.S. Traffic, Led by Men
Posted Mar 1st 2010 10:00AM by Tom Johansmeyer (RSS feed)
Filed under: Internet, Google (GOOG), Microsoft (MSFT), Yahoo! (YHOO), Media World, Technology

Last year,
Twitter got a taste of significant revenue when it inked data-licensing deals with Microsoft (
MSFT) and Google (
GOOG). The multi-year deals were worth a total of $25 million, but Yahoo! (
YHOO) found an alternative way to access the
social media site's data – free – which made it seem like the licensed data business model was on the brink of a short life. Well, it looks like some new deals have breathed a bit more life into this approach, though the details remain unclear.
In a blog post Monday, Twitter announced that it was opening its data "Firehose" to a number of companies:
Ellerdale,
Collecta,
Kosmix,
Scoopler,
twazzup,
Crowdeye and
Chainn. According to the post, this step makes it "possible to move far beyond the Twitter experiences we know today."
Continue reading Twitter Finds More Real-Time Search Clients
Posted Feb 28th 2010 10:10AM by Gary E. Sattler (RSS feed)
Filed under: Law, Internet, Politics
An interesting piece of legislation is now blasting its way through the chambers of the Maryland legislature. This legislation threatens to lay waste to Internet social networking as we know it, if not for the inclusion of one solitary line of text.
While it appears honorable and well-intentioned on it's face, Maryland's HB65 (pdf file) is meant to place severe restrictions on the practice of international marriage brokering. If signed into law, the bill will place strict and deeply invasive disclosure requirements on the clients and providers of international match making services. This legislation does not bode well for the likes of eHarmony and Match.com.
Continue reading Facebook Saved by One Line of Text
Posted Feb 24th 2010 6:00PM by Joseph Lazzaro (RSS feed)
Filed under: Forecasts, Television, Newspapers, Internet, Media World

The internet, the enemy of print newspapers, is, conversely, the friend of television, at least initially in the digital age.
The phenomenon,
The New York Times (
NYT)
reported Wednesday, has to do with the promotional effect that the internet's social dimension has created for television. Specifically, the recent explosive growth and popularity of
Facebook (with an astounding 400 million users), has created a new, de-facto 'office water-cooler chat' for television.
Continue reading The Internet: Enemy of Newspapers, But the Friend of T.V. (So Far)
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