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• Microsoft and the Limits of Scale
• 7 days ago
• Why has Microsoft found it so difficult to fulfill its online ambitions? After all, according to comScore, Microsoft properties attract a vast number of visitors, not too far behind Google properties (in the US, 121M vs. 137M). With such a gigantic audience, all that would seem to be missing in its competition with Google is a competitive search experience. Doesn?t it seem that Microsoft would hav ...

• Why There Are No Credible Competitors to Google
• 8 days ago
• Continuing my attempt to apply Michael Porter to the Internet search business, we left off talking about barriers to entry.
  
  Porter says that if profit potential is high enough (it sure is) and entry barriers are surmountable (the subject of this post), then a market will attract new entrants, and this will depress profits. The barriers to entry in the Internet search market are disti ...

• Strategic Hunger at Microsoft
• 9 days ago
• Microsoft?s aborted acquisition Yahoo! was widely understood as attempt to dramatically improve Microsoft?s strategic position in ?online services,? which today means mostly online advertising and search. Online services are vitally important to Microsoft in part because Internet-based applications threaten to offer a substitute to the desktop software that is Microsoft?s bread and butter. But Go ...

• Sophisticated Client Hones Tactics and Strategy Using Broad Information Sources
• 14 days ago
• I love our clients. They are so smart.
  
  As part of a tour of our clients in the Mid-Atlantic region, I met with one yesterday, a media, community and e-commerce company, to discuss how they make strategic and tactical decisions. After all, my aspiration for Jupiter is to provide key support to our clients who face high-stakes decisions. "What are the primary sources of information you ...

• Web 2.0 Research Guide
• 20 days ago
• For attendees of this week's Web 2.0 Expo in San Francisco (or for those of you couldn't make it) here's a guide to recent Jupiter Web 2.0-related research, categorized by the names of the session tracks at the Expo.
  
  
  Strategies and
  Business Models Profiling Online Users
  
  Affiliate Marketing in Europe
  
  Online Video in Europe