Microsoft is many things, but it’s not a successful web company. For 15 years, Microsoft has tried time and again to become a major player online. Yet despite having the most popular browser, it’s never really monetized the web in a significant way. Read More »
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Kevin Kelleher
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As analysts scratch their heads try to explain why Amazon’s stock defies gravity, they’re coming up with theories that are of interest even to non-investors. A Cowen & Co. analyst argues that Amazon “can eventually achieve a Wal-Mart-like share of the U.S. retail market.” Read More »
In Hollywood, the opposite of a blockbuster is a flop. This week, it’s starting to look like Blockbuster, the video-rental chain that once dominated the industry, might have to change its name. A more accurate one might be Mega-Flop. That, at least, is the consensus after… Read More »
What happens when your turnaround takes an about-face? Although eBay CEO John Donahoe has implemented changes to drive new business in the company’s core marketplace division, it’s looking like he needs to come up with some additional new ways to bring consumers back to the site. Read More »
Everyone, it seemed, had a strong reaction to Google’s decision this week to stop censoring its search results on Google.cn. But my first thought was -– hmm, Google has turned civil disobedience into a business strategy. Read More »
For a while there, it looked like 2010 might be the first banner year for solar stocks since 2007. It still could be, although this week is showing that, if solar does make a comeback this year, it’s not going to happen with out some sudden… Read More »
While the economy’s longer-term health remains as uncertain as ever, the outlook for tech is – for the next several months, at least – getting brighter. Companies feel more comfortable spending on new technology as well as online ads. And consumers are spending more. Read More »
More Must Reads
Emerging technologies are not for investors with faint hearts. Bulls with great expectations for innovations that can transform markets are often socked with unpleasant reality checks, while bears can be caught off guard when they start to make money. As A123Systems has shown since its… Read More »
With so much discussion about how the Internet is changing journalism and media, there’s surprisingly little said about how writing itself has changed. But as more people have spent more time writing on the Internet this past decade, the way we write has changed significantly. Read More »
Every year, dazzled by Google’s massive presence on the web, someone offers a wildly bullish prediction for its stock in the coming year. To which I say: We’ll see. So rather than another set of stock predictions, here’s a to-do list for Google in 2010. Read More »
Updated: Alternative-energy companies not only compete with each other, they also compete in a sense with oil firms. While it’s easy to overstate the inverse relationship that oil prices have with the demand for and investment in green companies, it’s also helpful to keep an eye… Read More »
Like an old sports injury, the rumor of Amazon buying Netflix seems to flare up once every few months. The recurring rumors have always proven false. But this time, it would be smart of Amazon to take them seriously. Read More »
Palm is the Jack Bauer of the mobile industry. It lurches from one crisis to another, saving itself from the jaws of despair only to face some new and more daunting threat. And yet we’ve learned never to write it off as finished. Read More »
Companies usually offer investors guidance to help sharpen their outlook over the coming months. But a day after First Solar, a leading thin-film solar module maker, spent nearly two hours talking with investors and analysts about its prospects in 2010, the future seemed to be… Read More »
First Solar, the thin-film module manufacturer that has seen increasing price pressure from polysilicon makers, remains confident about its prospects for next year, according to a conference call with investors Wednesday. First Solar expects revenue in 2010 to come in between $2.7 billion and $2.9 billion,… Read More »
Is the solar industry heading into a recovery in 2010? Or will the oversupply of solar modules that helped make 2009 such a challenging year for most solar companies drag on another year? As the new year approaches, the outlook seems as unclear as ever. On Monday,… Read More »
Now that AOL has been spun off from Time-Warner, it can write a new chapter for itself. If AOL does several key things right, it has a chance of being successful again. We look at some opportunities, along with the risks each one entails. Read More »
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