Friday, January 13, 2006


What's core and what's periphery?

before Google demonstrated the potential of online ads, few understood the upside monetary potential of online ads. Well.. Microsoft outsourced the search to Yahoo under the assumption that it is not core. however, when the current contract expires in June 2006, Microsoft will focus on creating the advertising platform--adcenter. Microsoft would like to become a dominant (at least one of three) player in this space.

Three search engines will jockey for ad placement in the network: Google, Yahoo and Microsoft. What'll the leaderboard look like in 2010?

What's core competence? what's the competence at the periphery? what's core now could become periperal tomorrow. What's peripheral now could become core tomorrow. Welcome to the Network Era.

Thursday, January 12, 2006


Dell--AMD Link (AMD Inside Dell?)

Now that we have Apple with Intel Inside, will we be far behind seeing a Dell with AMD?

Probably not. It appears that we will see Dell with AMD inside in 2006.

IBM chips on Microsoft Xbox 360

Intel inside the new MacBookPro with ads showing that Intel is finally set free.

Dell with AMD--a departure from the historical reliance on Intel (Dell is Intel's biggest customer).

Orchestrating a successful network-era strategy often calls for realigning relationships. Both Dell and AMD are jockeying to reposition themselves in the network.

Wednesday, January 11, 2006


Google Keynote at CES

It is sometimes useful to go to the original source for the material on Google...

Friday, January 06, 2006


Google's new Partnerships in 2006 (just the first week!)

Google is beginning 2006 with a bang. First came, the Piper Jaffray estimate of a year-end stock price of $600. Then came the rumor of Google PC (whcih proved to be just that thus far!). Then Google announced a partnership with Intel to bring video search onto Intel's new Viiv platform as INtel is trying to move from being seen as Intel Inside to Leap Ahead. I believe that this relationship will be a major competitive threat to Microsoft's Windows Media. Then, Google and Motorola announced a relationship to align mobile search.

Strategy 2.0 is about orchestrating relationships in networks. Google is jockeying in the network to become a powerful competitor to Microsoft. 2006 should be an interesting year!.

Wednesday, January 04, 2006


Washington Post and Mashups

Washington Post has a blog to figure out ways to make its vast amount of data available and useful for mash-ups.

Tuesday, January 03, 2006


Corporate Blogging: Practices and Perspectives

This is a good site that tracks the degree of acceptance of corporate blogging and updated links.
Clearly, I expect that by the end of 2006, many more corporate blogs will be online (can you imagine any of the Fortune 500 companies without a website today?).

Blogs raise many questions that are worth pondering. What will be covered in those blogs? will it become a secondary PR channel or will it provide new insights into the company operations? Who will read those blogs--competitors or suppliers or cutsomers? or is it meant for journalists and general observers? will we see Wall Street analysts making stock recommendations based on what they read in the blogs or will they continue to rely on company presentations? Will mainstream media replace Letters to the Editors with comments on the blogs? will blogs become elaborate versions of the articles that may be limited in size due to page limitations of the print media??

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