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- The state of Internet TV: Consumers may pay for content; Aggregators win
- Bernstein's annual consumer survey reveals that folks may be interested in cutting their cable connection for sites like Hulu, but are unlikely to make the move. Meanwhile, consumers may even pay up for professional content. Those takeaways were the high level items in a report from Bernstein...
- Blog posts 2009-06-10
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- Law Firm Practice Sees Revenues Climb Up to 20 Percent Because of Information Platform
- The law firm of Parker Poe Adams & Bernstein LLP wanted new ways to compete in the hyper-competitive environment for legal services, ways that would demonstrate its expertise as well as its ability to use that expertise to provide superior client service. It found what it was looking for in...
- Case studies 2009-10-05
- Celebrating 27 years of the Compact Disc: Does anyone really care?
- Today is the 27th birthday of the Compact Disc, and I hate to say it, but I think this medium is getting a little old. Perhaps 27 years in CD time is actually like turning 87 in human time: it had a good go in the...
- Blog posts 2009-10-01
- A spirited defense of the Google Book Search settlement
- You've heard Google's case for digitizing out-of-copyright books and its settlement with publishers and authors. And you've heard the opposition from the newly formed Open Book Alliance. The most spirited take on the out-of-copyright book issue may have come from Bernstein analyst Jeffrey Lindsay. by Larry Dignan
- Blog posts 2009-08-31
- BlackBerry, iPhone dominate list of 10 best-selling U.S. smartphones of Q2
- HTCI was just curious if those HTC Touch Pro figures included the HTC Fuze, since it is the same phone except it's GSM, vs CDMA.RE: BlackBerry, iPhone dominate list of 10 best-selling U.S. smartphones ofThe 3GS has no right to be that high with only one U.S. carrier network and...
- Discussion threads 2009-08-26
- Wireless: Examining the race to the bottom
- The wireless industry is facing quite a conundrum: Subscriber growth is faster than the relatively pokey video business, but revenue per subscriber is falling. Toss in the movement by Apple, Google and others to make wireless carriers mere dumb pipes and there's turbulence ahead. ...
- Blog posts 2009-08-24
- Google moves to show YouTube has 'a very credible business model'
- Google on its second quarter earnings call went out of its way to say it was pleased with YouTube's "trajectory" and indicated that the company would make money on the video site. The motive: Combat a bevy of worries about YouTube's profit potential. YouTube monetization has become...
- Blog posts 2009-07-17
- Jobs: Catch the App Store if you can
- Apple CEO Steve Jobs had a simple message for all the App Store rivals trying to emulate the iPhone maker's model: Good luck catching us. Apple marked the first birthday of its App Store and noted the following about what is becoming a business model moat in...
- Blog posts 2009-07-14
- Analyst: Forget the Feds, Apple is 'doing just fine at wrecking the wireless business'
- The Feds have been examining exclusive wireless carrier deals with handset makers---think AT&T and Apple---but the effort is a bit of a farce. Bernstein analyst Craig Moffett says it's laughable that the wireless industry is anticompetitive and the Feds don't have to worry about wrecking the wireless industry---Apple already has....
- Blog posts 2009-07-13
- Amazon vs. tax happy states: E-tailer could nuke Associates program and still win
- Updated: Amazon is in a high-profile tax showdown with states over its Associates referral program and is likely to come out a winner either way. Amazon has pulled its Associates program, which allows Web site operators to drive sales to the e-tailer in exchange for commissions of...
- Blog posts 2009-06-30
- Email of the day: How should I respond?
- Time for a little group participation. Earlier this month I detailed Bernstein analyst Jeffrey Lindsay's theory that YouTube could make money by charging for uploads. The general idea was to make YouTube more professionals. I received a few emails about the concept, but this one has me...
- Blog posts 2009-06-15
- The cure for YouTube's ills: Charge for uploads
- Business models that revolve around "free" are never free since someone always foots the bill. Meanwhile, far more companies think they have more growth and scale to lower costs than they actually do. YouTube may be one of those companies that merely thinks it has the scale to eventually make...
- Blog posts 2009-06-01
- The coming wireline business implosion (and how you'll wind up paying for it)
- Is the wired telecom business just as doomed as beleaguered automakers like GM and Chrysler and the newspaper industry? It's quite possible a few years down the line. And this wireline fallout will have ramifications well beyond the usual suspects such as AT&T and Verizon. Simply put, cutting the...
- Blog posts 2009-05-18
- Google's MySpace payments: just one more year to go
- Assuming MySpace meets its page view requirements, Google writes a $75 million check to News Corp. every quarter as part of a multi-year, $900 million AdSense deal the two hammered a few years ago. In a post today, TechCrunch's Michael Arrington detailed the payment schedule in the...
- Blog posts 2009-05-14
- Analyst: Google will start walking away from bad AdSense deals like MySpace
- Are the days of silly AdSense deals with the likes of MySpace and AOL over for Google? Bernstein analyst Jeffrey Lindsay seems to think so. The analyst upped his price target to $600 for Google shares on the theory that the economy is rebounding and the search giant's revenue per...
- Blog posts 2009-05-08
- Yahoo analysts play deal or no deal on Microsoft search pact
- Yahoo's first quarter earnings conference call was a humdinger---and possibly designed that way. Everyone knew Yahoo's quarter would be so-so at best Techmeme. And everyone knew attention would be focused on potentially outsourcing search to Microsoft. Yahoo CEO Carol Bartz did quite a dance. She hinted that...
- Blog posts 2009-04-22
- Google first quarter earnings on deck: What to watch
- Google's first quarter is expected to be roughly in line with expectations and some analysts say Wall Street may be too pessimistic about the search giant's financial results. Google reports earnings on Thursday and as usual will be closely watched. Wall Street is expecting Google to report...
- Blog posts 2009-04-15
- eBay power sellers: Amazon is kicking eBay's tail
- Three eBay power sellers are painting a mixed picture at best for the auction site and note that the recession and Amazon are thumping the company. These power sellers, Skip McGrath, an eBay Gold PowerSeller; Steve Lindhorst is a former eBay University instructor; and Ron Saxton, whose...
- Blog posts 2009-04-06
- Union: IBM layoffs accelerating as employees vent
- Union: IBM layoffs accelerating as employees ventSmiling Sam does it againIt seems to me that the government is overlooking one of the critical components of this economic meltdown - the offshoring of American jobs. IBM is one of the worst offenders in this regard. This one...
- Discussion threads 2009-03-26
- Twitter: A fine 'pre-business' but un-monetizable and a deadly acquisition target
- Dear Google, Yahoo and any other potential buyer of Twitter. Bernstein analyst Jeffrey Lindsay says it's a bad idea. A really bad idea. In a research note, Lindsay delivers an interesting history lesson of Internet "pre-businesses." You know the ones: The companies with large user bases, a...
- Blog posts 2009-03-16
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