microsoft at FishTrain

Which Microsoft Monopoly Will Fall First?
Jesse Chan | May 29th, 2008 | 2 Comments

Microsoft has several products that are monopolies and hold dominant market share positions:

Windows
Office
Internet Explorer

As the Microsoft Empire continues to march on we are beginning to see the chinks in the armor. In the past we have written about The Downfall Of The Microsoft Empire. As we begin seeing increased competition, let us examine […]





Social Network Valuation
Jesse Chan | March 13th, 2008 | 2 Comments

With thousands upon thousands of social networks already launched, and more coming in the ongoing social network wars what are reasonable valuations? Is this irrational exuberance? Will the companies that buy them ever make their money back?

MySpace was acquired by News Corp for $580m in July 2005.
Facebook sold 1.6% of its shares […]





Microsoft Is Their Own Downfall
Jesse Chan | February 1st, 2008 | 3 Comments

I wrote a while back about the Downfall of the Microsoft Empire. In that article I wrote about all Microsoft’s competitors and how they were attacking Microsoft on all fronts. I digress, with today’s news that Microsoft made a $44.6B offer to buyout Yahoo, Microsoft may be the downfall of their own empire. […]





The Impact of Bandwidth Costs
Jesse Chan | January 17th, 2008 | 5 Comments

Bandwidth costs greatly impact profit margins of organizations that deliver enormous amounts of data. Several products and services that are immediately impacted by bandwidth costs are:
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Reduce Platform Switching Barriers
Jesse Chan | December 24th, 2007 | 1 Comment

The computing platform is what matters. It’s one thing if you’re the big fish with THE platform. But what do you do when you’re the small fish, your competitor already owns the dominant platform, and has millions of customers? How do you switch customers to your platform? Answer: Reduce the platform switching […]





Apple’s Strategy is to Partner with Leaders
Jesse Chan | December 17th, 2007 | 2 Comments

People seem to think Apple is a big, risk-taking company. That is true, but the risks they take are calculated ones. The switch from IBM PowerPC to Intel x86 chips was a big risk at the time — given the possibility of alienating Apple’s customer base. The risks to branch out their product […]





The Downfall of the Microsoft Empire
Jesse Chan | November 13th, 2007 | 7 Comments

Microsoft is seeing a monumental, momentum shift. Never before has Microsoft seemed so vulnerable. It is being attacked on all fronts by huge, game-changers. Is this a repeat of computing history? Microsoft changed the scene when they licensed MS-DOS and later Windows to IBM — which was the dominant force, at […]





The Resiliency of Online Advertising
Jesse Chan | November 7th, 2007 | 5 Comments

The online advertising market is now finally mature. When the Internet and Web first rose to prominence in the Great Dot-com Bubble of 1995-2001, advertising was everywhere! Even annoyingly so, with pop-ups, advertising bars, etc. Have we returned to the same advertising “irrational exuberance” just 7 years later? Will the advertising market […]





OpenSocial - Social Unification
Jesse Chan | November 1st, 2007 | 2 Comments

Google laid the hammer down by announcing OpenSocial. For those out there that thought that Facebook was the next big thing and would lead to Google’s eventual downfall, think again. Google has done it again by strategically abstracting themselves from the social network wars.
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The Platform Is What Matters
Jesse Chan | October 17th, 2007 | 12 Comments

Today, Steve Jobs mentioned that the Apple iPhone will finally opening up for third-party application development in February 2008. Apple will provide a iPhone Software Development Kit (SDK) for developers to create applications for the iPhone and iPod Touch.
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