With Tivo prepared to offer searchable, downloadable advertising, I wonder if it enhances or detracts from a Google acquisition? In a previous post,
I thought a Tivo-Google marriage made sense because it would offer
Google an easy and relatively inexpensive way to establish a foothold
in the television market. Now, I'm not so sure. If Google is interested
in this market, there are other routes it can take other than spending
$500-million on Tivo. For example, it could sign deals with cablecos
such as Comcast, which appears to be a strong Google ally, to offer
AdSense/keyword advertising on a PVR device. Google could also strike
deals with a DVR makers to produce a low-cost product with Google
AdSense as a built-in feature. As Om Malik
points out in the latest issue of Business 2.0, Google M&A strategy
is focused on technology and people rather than full-fledged companies.
This pretty much eliminates Tivo as a takeover candidate - not even
taking into account the competition it's facing from cablecos,
satellite TV and, increasingly, telcos. A more likley scenario is
Google deals with a wide variety of service providers to create
revenue-sharing advertising opportunities in whiche content and
relevant-based advertising are seamlessly merged. So where does leave
Tivo? I suspect it will carry on with its
throw-spaghetti-at-the-wall-and-see-what-sticks strategy until
something works.
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Monday, November 28
by
Mark Evans
on Mon 28 Nov 2005 03:36 PM EST
How long do you think Nikas Zennstrom and Janus Friis will be sticking around Skype? It probably won't be long given how Skype's management team is being eBay-ized. The newest Skype senior executive is Henry Gomez, who has been appointed general manager of Skype North America. Gomez had been eBay's senior vice-president of corporate communications and government relations. The other new Skype executives feverishly working to remove their eBay tatoos are former CFO Rajiv Dutta, who will become Skype's worldwide president after his replacement is hired, and Alex Kazim, formerly eBay's senior vice-president of new ventures, who will head up several new business areas for Skype. So now the senior management team is coming together, what's the new Skype strategy. There are about 4.1 billion reasons why I'm curious.
by
Mark Evans
on Mon 28 Nov 2005 08:09 AM EST
Has Halifax becomes the hot, new high-tech centre in North America? The
city certainly has to be feeling pretty good after convincing Research
in Motion Ltd. to create 1,200 jobs there over the next five years.
These aren't low-paying call-centre jobs but "technical service"
positions where people handle problems that the carriers' customer reps
can't resolve. The Halifax facility will also take care of RIM's
top15,000 corporate customers. So why Halifax? Aside from C$19-million
government aid, the province of Nova Scotia has a strong
post-secondary education system, lots of people who want to stay in the
province rather than "go away" to Ontario, and close proximity to the
Eastern Seaboard. I suspect Nova Scotia will also bend over backwards
to ensure RIM has everything it needs to start doing business without
any bureaucratic hurdles. Still, it's a big coup for Halifax
given RIM must have been swamped with attractive offers from Canadian
and U.S. cities for the new facility. (RIM already operates similar
centres in Waterloo, Asia and Europe). It's also a major public
relations/goodwill coup for RIM, which scores huge points with
Canadians and the federal government.
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