Thursday, March 30, 2006


Google TV

There is also interesting speculation on the blogsphere about Google TV. It is an interesting way to construct future product/service launches based on job postings.

The Interactive TV product manager at Google would be identifying
'projects that enable using Google's search and advertising technologies to
enhance users' Television viewing experience.'
This is potentially a very smart move by Google, as the future of TV is going to revolve more and more around finding content you want to watch, particularly as on-demand and PVR
devices and services become more popular. Fewer people will be chanel surfing,
and more people will want to sit down and literally search for something to watch.

Potentially important for the TV industry group.


NFL Rights Negotiation with Apple

Apparently, NFL is trying to assess how much its content is worth in the network era. They are in discussions with Apple, Microsoft, Sony, Google and Yahoo. CBS annouced links with Apple for NCAA.

Something to think about as the TV industry looks at the shifts underway.

Wednesday, March 29, 2006


You know Web 2.0 is starting to hit the mainstream when...

There's an article about it in Newsweek.

To me, the Plum company mentioned is extremely interesting, since a major problem with the explosion of different types and sources of information on the web is searching and aggregating, which Plum claims to be able to do, and then of course the ability to share your collections with others.


patent law

Here is an article on patent law. The article mentions the tension between software and pharamceuticals company over patent rights. Ebay wants to lessen them because they feel that something like the amazon "one click" might have questionable patentable status. The pharma companies don't want the patent system to show cracks becasue they already have a tough time making money on their patented property.

Maybe the retail and the pharma stacks should have a legal compontnet. But since everyone has one, it probably doesn't belong in the stack. Maybe something in security, as in security of patented or intellecutual property.


Tuesday, March 28, 2006


Possible Retail Stacks

We're still trying to nail down our stack for 2006, here are two different thoughts:


TV Industry

Media & Entertainment Team: Aaron, Corrin, Dave, Dominc, Taylor


Microsoft and standard policy

here is a nice article/page with an additional discussion about Microsoft standard policy.


Healthcare Industry - Chuang, Gaerlan, Nguyen, Tewari

As we have learned in class, the increasing ability to communicate electronically via increase in bandwidth, connections, and computer processing power has brought about the Network Era. This directly affects the healthcare industry because of the sheer amount of more readily accessible data.

With the move to the digitization of medical records, for example, there is an incredible opportunity for clinical data exchange between healthcare providers, payers (insurance, etc), patients, and others.

Our preliminary research into the industry has shown that several issues regarding Electronic Medical Records (EMR) create an interesting landscape for the players (outlined in the Healthcare Stack image) at different levels:

Aside from EMR, there are other factors affecting the healthcare industry. With information more readily available about doctors to facilitate their evaluation by prospective patients, there may be a shift in patient requests (within their healthcare plan) for particular hospitals/doctors/etc.

Another thing to consider is the amount of data available to patients in relation to diagnosis of problems - traditionally patients used to go to their doctors only for information (and at most sought a second opinion) but are now turning to web based information to self diagnose.

In addition, there are other issues to consider regarding the increasing accessibility of data...but we haven't covered them all and would appreciate input from the class (and any other lurkers that may browse this blog).

The Healthcare Stack: players jockeying for position
(caveat: this is a draft and will be changed according to further research)

So how will this affect certain players within the layers? Each of our team members has chosen to do further research as outlined below:

Chuang - IBM Consulting Services (NYSE: IBM)
IBM provides consulting services and solutions to help implement EMR in hospitals and HMOs to allow the standardization of patient data within the healthcare industry. IBM's solutions include:

- Clinical care and Medical imaging
- Life Sciences R&D
- Regulatory compliance
- Clinical genomics
- Payer transaction services

Gaerlan - SAP (NYSE: SAP)
At the ERP systems level, there is a great opportunity for sales and support of modules which integrate EMR. However, from a business perspective once these modules are sold and integrated into the systems of all the players in the stack (granted, this will take some time but there is a finite amount of customers!), players at the ERP layer need to determine how they can generate more income. I have chosen to focus on SAP.

Currently, SAP ERP functionality for medical companies includes the ability to:


Nguyen - (NYSE: HLTH)

WebMD is now Emdeon Corporation with 4 Segments:

  1. Emdeon Business Services
  2. Emdeon Practice Services
  3. Webmd Health
  4. Porex

    "WebMD is the leading provider of health information and services toconsumers and healthcare professionals. The online healthcare information,decision-support applications and communications services that we provide: -help consumers take an active role in managing their health by providingobjective healthcare information and lifestyle information. -make it easier for physicians and healthcare professionals to access clinicalreference sources, stay abreast of the latest clinical information, learn aboutnew treatment options, earn continuing medical education credits andcommunicate with peers. -enable employers and health plans to provide their employees and plan memberswith access to personalized heath and benefit information and decision supporttechnology that helps them make informed benefit, provider and treatmentchoices."

Tewari - AETNA Inc. (NYSE: AET)
data sources:,

Aetna is one of the nation's leading providers of health, dental, group, life, disability and long-term care benefits.

14.8 million medical members
13.1 million dental members
9.4 million pharmacy members
13.6 million group insurance members

Health Care Networks:
More than 721,000 health care professionals
More than 431,000 primary care doctors and specialists
4,323 hospitals
A network of specialist physicians, AexcelSM, based on clinical performance andcost efficiency.

Products and Programs:
1) Aetna offers a broad range of insurance and employee benefits products.
2) The first national, full-service health insurer to offer a consumer-directedhealth plan, Aetna continues to lead the way with its Aetna HealthFund line of products, including HSA, HRA and RRA options.
3) Aetna offers a wide array of programs and services that help control rising employee benefits costs while striving to improve the quality of health care, such as case management; disease management and patient safety programs; integrated medical, dental, pharmaceutical, behavioral health and disability information.
4) Aetna provides members with access to convenient tools and easy-to-understand information that can help them make better-informed decisions about their health and financial wellbeing.


The New Geography of Work

This article from Boston Globe this morning caught my attention since it relates the distribution of knowledge on networks that restructure the business processes of education. I am sure you can relate to this example. But more important: you can begin to see broader implications for other knolwedge-intensive processes.


Sunday, March 26, 2006


"Encyclopedia Britannica Smacks Down Wikipedia - Slowly"

In the CNET blog, Molly Wood postulates that the encyclopedia is considered an "outmoded, dusty, moldering, slowpoke sort of information medium" because it took the folks over at EB 3 months to develop a 20 page report on how it stacks up against Wikipedia.

However, there is something to be said for accuracy - one respondent states that Wikipedia "creates more noise than information"; accurate information takes a while to compile.

In today's network era, does speed and flexibility outweigh accuracy? I argue that it doesn't - the end user just needs to spend more time weeding out the noise before finding the information he seeks.


Sun: Network is the Computer

Jonathan Schwartz of Sun posted a recent blog about Sun offering the word's first on demand supercomputer.

I quote just a short part of it here (urging you to look at the full blog):

And by on demand, I mean accessible through your browser, with a credit card.
This isn't
yesterday's definition of On Demand, involving custom financing contracts, prepositioned inventory and a sales rep in a crisp blue suit ready to negotiate. Nope, our
definition is just like eBay's: you bring a browser and a credit card, we offer
the service. No fuss, no muss. We believe the simplicity, accessibility and
affordability of this service changes the face of computing for all
organizations, large and small, public or private.

The Sun Grid (which will be officially unveiled in a few days) is an offering we and our partners will be expanding over the months and years to come - like any good product, there's no
end to the innovation possible. This represents not only the future of product
development at Sun, but like the Java platform and the internet itself, it
really represents the future of computing.

Go to and see what their offer is and what this could mean for big and small companies. It is clearly a network play as it involves the role of many different developers (Sun Grid Developer Community).

What does this do to the computer industry stack?

What does it do in terms of changing the competitive landscape in the different industries you are studying and analyzing?

Saturday, March 25, 2006


Tim Berners-Lee's Reflections and Current Thoughts

As we think about the shift from 1.0 to 2.0, I thought Sir Tim's reflections is a worthy read. The blog also has other useful links---some you may be familiar with; others are new and useful as well.

Friday, March 24, 2006


MediaFlo: Cell Phone Industry's Broadcast TV

What's Qualcomm trying to do in the mobile space with MediaFlo? How do we understand it in the context of the network-era business models?

It seems to be a software platform to help network operators (service platform?), device manufacturers (product module?) and content providers (service module) to come together in a seamlessway to deliver broadcast TV over the cellular network. Do they have a compelling value proposition? Here is their overview network diagram.

Take a look at the whitepaper they have created and see if they fit in with the ideas that we have been developing in class. Here is another whitepaper.

There's an article on BusinessWeek online that provides additional information as well.

Wednesday, March 22, 2006


How does "Behavioural Finance" influence our discussion?

It is interesting to think about the discussion around the doubt of the Homo oeconomicus as the image of human behaviour, which was/is one of the fundamental assumptions of existing economic models, and the impact to business strategies in the new Network Area.

The result of this discussion was the new research area Behavioural Finance a match up between psychological and economic research. Yet, as far as I know, there is no real theory published which cope all aspects or even the major aspects, but to achieve network effects in the network area it is interesting to understand why human react not always logically. Right now the main discussion is about the finance area, but first steps have been done to adapt the early research achievements to non-financial areas. These results could contribute to understand the differences between the success and downfall of e.g. social networks or other Web2.0 based platforms. Businesses are now more and more interacting with consumers, where decisions are less logical driven (less Homo oeconomicus) compare to business decisions. So the existing models were probably more suitable or acceptable in the industrial age than they are in the network area?

That was just a thought I had and I am interested what you guys think about it!

Tuesday, March 21, 2006


Update on Web 2.0

Looks like lots of companies are onboard creating the functionality of Web 2.0. Here is a good link for up-to-date listing of companies. It goes beyond blogging and book marking. Worth taking a look at the categories at minimum and see what they could mean for some of the companies that you are tracking.

Look at the number of communities (beyond the obvious, Linkedin and Orkut. Ecommerce 2.0 seems like an interesting list. The list of sites focused on images go beyond Flickr. More mapsites beyond Google and Yahoo. More news beyond Google and more video than

Take a look.. See what you find interesting.


Google Finance

Google made a major step to provide finance data (stocks and news) with its launch of Google Finance. The project seem to have started in Bangalore and then got additional support from engineers and finance enthusiasts from Mountain View and NY and it is not surprising--if you think about it--that the team never met in person!

It's worthwhile taking a look at comparing Yahoo and Google Finance and see who has what advantages? one major advantage seems to be the breadth of news sources covered: clearly they are leveraging the investments they have already made in Google News (4500 English-language news sources).

As is the case with most Google launches, it is in beta with no advertisements for now.


XBox enters the service level and tries further to conquer the living room

After a long time of talking Xbox is stepping deeper into the living room by entering a strategic alliance with Epic Record. They now offering over Xbox Live a one year free service for all Xbox owners to download high-quality movies over there console.

Friday, March 17, 2006


Google and Nike: Service Platform in Networks

We know that Google owns Orkut. It has not been integrated into the main Google page yet but you can log into it using your Google account.

Google and Nike have teamed up to create

Joga is an online community created by Google and
Nike for anyone anywhere in the world who shares a love for soccer, the
world's most popular sport. Joga is about getting to know your fellow fans;
creating games and clubs; accessing athletes from Nike; and enjoying video
clips and photos (you can even upload your own). You can strengthen existing
friendships and begin new ones, join a wide variety of professional athletes
and soccer communities, and even create your own to discuss soccer, exchange
tips on the coolest moves, browse through various pitches worldwide, and
plan your next game.

But most of all, Joga is about "Joga Bonito" -- Portuguese for "play beautiful." Are you ready to start down the path of soccer bliss? Join us, and show the world what playing beautiful means to you.

It sems to be an example of service platforms in networks. Here it uses Orkut as the underlying technology to potentially create a vibrant global community of soccer fans. Nike sees the value in leveraging Google. If this experiment proves to be successful, they could extend the idea to other communities--including professional communities. Worth watching.

Has anyone seen other communities as joint relationships with Google or Yahoo or MySpace or others..??


Google: Future Scenarios

Grant posted a blog earlier about the Business 2.0 article with different sceanrios for Google's future. I urge you to review the article. In addition, read Google's Schmidt's discussion of the current challenges.

In the spirit of contributing (rather than passively consuming!), take a shot at commenting on Business 2.0 scenarios. They will publish the best ones that see interesting. Go ahead and try your best shot.

Thursday, March 16, 2006


Battle of Business Models: Product Platform vs. Solution Integrator

In class, we discussed the tension between business models in the network era. I found an interesting article that discusses how Microsoft is taking on IBM consulting. I was particularly stuck by the following quote as it shows the role of software vs. expertise in human problem solving:

"We are huge believers in the magic of software, not the magic of outsourcing," Capossela said in an interview this week. "Our low-cost software that's partner-supported is a much more efficient way to go than to spend a lot of money on consultants."

It reinforces the role of expertise embedded in software that Microsoft believes is more valuable than expertise embedded in managerial experience that underlies IBM's consulting strategy.

See also the NY Times article that elaboarates on the tension (March 19, 2006)

Wednesday, March 15, 2006


Google Earth and VW are building a 3D navigation system

Tuesday, March 14, 2006


2010 Computer Industry - Share of Revenue, Hub, and Relationships

Done by Media and Entertainment Team: Aaron, Corrin, Dave, Dominic, and Taylor.


VeriSign enters the broadband content provider market

VeriSign acquires Kontiki for $62 mio.

The question still remains why VeriSign steps into this new market, if they would believe in a security layer? Or a they doing this early acquisition and strategic shift because there will be such a layer?


Imagining the Google Future

Top experts help us plot four scenarios that show where the company's geniuses may be leading it--and, perhaps, all of us.

By Chris Taylor
February 1, 2006: 6:16 PM EST
in Business 2.0

I read this article over the break and found it quite entertaining. What do you guys think?


The Long Tail Phenomenon

The network era brings into sharp relief the phenomenon of long tail. many of you have heard of the statistical distributions such as Zipf, power laws etc. Chris Anderson of Wired Magazine popularized it in the context of business models in the digital, networked world. He has a blog on this. A book is expected later this year, I believe.

Amazon and Netflix have been used as prototypical examples. I liked the quote by a former Amazon employee that best describes the Long Tail: "We sold more books today that didn't sell at all yesterday than we sold today of all the books that did sell yesterday."

Clearly, there are many companies in the network era that reflect the Long tail phenomenon:

1. Amazon (compare to Barnes & Noble or Border's)
2. Netflix (compare to Blockbuster or local videostores)
3. Apple itunes or yahoo music (compared to Tower Records or physical stores)
4. ebay (compared to retail stores and department stores)

It appears that the logic can be applied to software as well. There is a good discussion and analysis posted in 2005 here. a powerpoint file is available here.

On Sunday, March 12, NY Times carried an article about specialized television channels on the Internet. a variety of niche television programs seem to be available. Then, there is Google video aiming to be the hub between content creators and viewers with differential pricing. Then there is You Tube.

It is worthwhile taking a look at this in some detail to understand the emerging concept of service platform. what principles can we derive from these different cases and examples? how do they apply in settings that have not yet been touched by this phenomenon so far?


Monday, March 13, 2006


Google conquers the universe ;-)


second whack at retail layers

this may be totally off base but it gives us something to poke holes in. just to clarify this a bit, we are looking at online retailers. so this set of layers is light on direct slaes persons. there is also a bit of confusion inherent in the marketing piece because some of it will be done but the producer not the end reseller (but there will certainly be some promotions on both ends).


Saturday, March 11, 2006


Google buys Writely

Is Google one step closer to offering us an alternative to Microsoft office (at least the word processing part)? With its acquisition of writely, it has made a significant move. A right move?
Has anyone taken a look at writely? if so, what's the verdict?


Google in Digital Print Management?

We saw in class about Microsoft seeking to create digital rights management in music through Windows Playsforsure.

Here's an interesting move by Google to create digital rights management in book publishing. Take a look and see how it impacts Microsoft, Adobe and the publishing companies as well.

Wednesday, March 08, 2006


Google rumoured to be about to offer online storage

Posted by Stuart Miles
08 March 2006 - Google is reported to be preparing to offer online storage to web users according to company documents mistakenly leaked online.

According to Reuters, the search engine reveals that the GDrive would allow users to store their all of their files within the space.

“The existence of the previously rumored GDrive online storage service surfaced after a blogger discovered apparent notes in a slide presentation by Google executives published on Google's site after its analysts presentation day last Thursday”, the news agency reported.

Google moved quickly to deny the claims. Spokesperson Lynn Fox said: "We deleted the slide notes because they were not intended for publication.

"We are constantly working on new ways to enhance our products and services for users, but have nothing to announce at this time."

The removed notes go on to state that GDrive is one of several efforts in this direction but faces bandwidth constraints for many users with slower network speeds means the service is unlikely to be globally accepted straight away.

The move could mean part of an online service where Google offers users online applications alongside drive space.

Earlier this year Google announced Google pages, a service that allows users to to create websites online and store the data on Googles servers.

Tuesday, March 07, 2006


Google Strategy Update: Service Platform extended

For those that track Google, here is a detailed set of slides that Google used with the analysts recently. Of particular interest is the possibility of a G drive (Google drive) to store information online.

I see it as a logical extension of GMail, Picasa and Google Chat and become a hub in how people communicate online. Google's service platform extended.



Chinese Govt. Blogs

It appears that in the midst of the privacy and secrecy controversy in China (Google, MSN). the Chinse Government has created a blog for their lawmakers. It is in Chinese and English.

Take a look at it. Reactions?

Friday, March 03, 2006


TV to go mobile by 2008

TV to go mobile by 2008
Correspondents in Helsinki
MARCH 03, 2006
TELEVISION viewing on mobile phones will reach the masses by 2008, the world's largest mobile phone maker Nokia said.

Dozens of trials in the last year have shown the mobile industry that consumers enjoy mobile TV and, more importantly, that they are willing to pay from €5 ($8) to €10 a month for it.

"In 2006 ... mobile TV is expected to become available in select markets and to reach mass market by 2008," Nokia said in its 20-F annual regulatory filing with the US Securities and Exchange Commission.

Excited by the prospects of a possible cash cow, the mobile and broadcast industries are keen to launch commercial services in Europe and the United States, while South Korea already has them in operation.

There are currently half a dozen mobile TV technologies which work in many different parts of the frequency band.

Nokia favours the European DVB-H standard, but the preferred frequencies are not available throughout the continent. That means certain countries like Finland, France, Spain, Italy and the Netherlands will adopt it commercially in coming months and years, but others may take much longer.

Thursday, March 02, 2006


Google News Goes Mobile

Google News is not available on mobile phones. Wonder what Verizon Wireless may do? or Cingular and others?
Just as Windows Mobile is gaining traction, Google is making a move in the mobile space.
Wonder when MSN will launch a mobile version or when will Live go mobile?
What patterns of relationship will we see in this network?
Clearly worth tracking to understand moves by others to make news available on the mobile phone?

See also the BW article that provides additional information.

Wednesday, March 01, 2006

Looks like AMD is firing back on the Skype-Intel issue, and rightfully so. However, I don't know if anti-trust law covers strategic alliances. I want AMD to win but I don't think it would be the appropriate use of law:

from Slashdot

"AMD has issued a subpoena to Skype in the battle of the anti-trust case against Intel. From the article: 'AMD is now focusing on a feature in Skype 2.0 that enables the ability to make 10-person conference calls only with Intel dual-core processors. Users with AMD dual-core chips or single-core chips are restricted to hosting five-person conference calls because only Intel's chips offer the performance necessary to host the 10-way call, according to Skype. [...] Skype's software is using a function called "GetCPUID" to permit 10-way conference calls only when that function detects an Intel dual-core processor on start-up.'"

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