Monday, July 27, 2009
Why Apple’s iTouch Tablet Will Become Its Flagship Product
Digital content has been available for years, but the right vehicle to consume the content has been lacking.
Friday, January 30, 2009
A Solution for Subscription Sites From the Gaming World
Wednesday, over a very tasty seafood lunch, I watched Felix Salmon spend two hours trying to convince FT.com managing director Rob Grimshaw to abandon his newspaper’s attempts to get its readers to pay for online content. He did not succeed.
Wednesday, October 15, 2008
Yahoo Activist: “I Give Up”
For nearly two years, I’ve been engaged in an activist campaign aimed at improving the performance of Yahoo. No more. I sold my fund’s stake last month. The risk/reward ratio of continuing to hold the stock had become too high.
Tuesday, June 24, 2008
Microvision: Seeking Alpha Pulls Critical Article
Remember that negative piece on Microvision (MVIS) on Seeking Alpha? Well, the post has been taken down, replaced by a statement that reads: “This article has been removed, pending investigation of claims of material inaccuracies.”
Monday, May 5, 2008
Yahoo’s Microsoft Bid Rejection Raises Larger Corporate Governance Questions
Yahoo CEO Jerry Yang will be slammed in the media over the next coming weeks. In my opinion, the criticism will be well founded. It is very tough to make an argument that Mr. Yang is acting in the best interest of his shareholders in rejecting Microsoft’s buyout offer. Personally, I can’t wait to see how long it takes the share price to reach $33. Good luck, Mr. Yang.
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