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Archive for the ‘ECONOMICS & FINANCE’ Category

Go Long Shorts

Posted in DISTRIBUTION, ECONOMICS & FINANCE, FILM, TV & RADIO on July 12, 2005 |

Bill Gurley said a few words re DVD distribution, earnings surprises and disruptive technologies in his Above The Crowd piece DVD Glut today. This seems like a 1980 problem raising its head 25 years late. Methinks he’s correct, it’s not only the “inventory” problem, which can be made to go away pretty easily given widening [...]

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Wine Distribution Distortion, Unplugged

Posted in DISTRIBUTION, ECONOMICS & FINANCE on June 25, 2005 |

Controlling distribution has always been a good way to make a good buck. And protecting that buck has not been too difficult for wine distributors, it didn’t cost them very much to maintain the favour of those who made the rules that disallowed direct sale from wineries to consumers. Good news for wineries (particularly the [...]

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Max Levchin Opines On Google’s Wallet

Posted in ECONOMICS & FINANCE, PEEPS on June 24, 2005 |

The Register interviewed Max Levchin asking what he thought was cooking over at Google regarding their entrance into the payments biz. In case you don’t remember Max was one of the founders of PayPal, the other was Peter Thiel. Methinks despite everyone already having email accounts Google have managed to attract a decent following. If [...]

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344x For Kleiner And Sequoia On Google

Posted in ECONOMICS & FINANCE on June 24, 2005 |

Bill Burnham posted an analysis of the ROI Kleiner Perkins and Sequoia each earned on their initial 12.5M 1999 investment in Google. As it currently stands, both Kleiner and Sequoia have already distributed the vast majority of their stakes to their LPs. Thanks the wonder of the SEC’s Form 4, it’s possible to go back [...]

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Broadcast Flag Alert

Posted in DISTRIBUTION, ECONOMICS & FINANCE, POLITICS, TV & RADIO on June 22, 2005 |

via: boingboing If you are not up to date on the broadcast flag, Susan Crawford‘s piece The Biology Of The Broadcast Flag (.pdf format) is a must-read. Here’s the quote from boingboing: Slashdot the vote: We’re beating back the Broadcast Flag! Donna sez, “EFF Activism Coordinator Danny O’Brien shares inspiring stats from the 48-hour campaign [...]

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They Finally Go Home Together

Posted in DISTRIBUTION, ECONOMICS & FINANCE, FILM on June 22, 2005 |

The aphrodisiac of economies-of-scale may have had something to do with the announced combination of AMC and Loews. Back in 2004 both groups were bought up by private investors, not much later the brotherly love develops.

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Texas Muni Wireless Precedent

Posted in BANDWIDTH, ECONOMICS & FINANCE on June 3, 2005 |

Looks like Texas has opened the door for the USA start catching up with places like Japan in broadband competition. The flood of FUD (read lobbyists and so-called indie “research”) finally got sucked down the drain leaving incumbent providers high and dry. Bill Gurley sums it up in his 2 June piece, it’s worth a [...]

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Chunky T.V.

Posted in DISTRIBUTION, ECONOMICS & FINANCE, TV & RADIO on June 2, 2005 |

Chunky-style (i.e., 30 minute blobs) is a convention because it has been that way for a while. Conventions are slow to change, it will be interesting to see what new conventions evolve for the rapidly expanding T.V. substitute market. Chris Anderson predicts change. And this could be very good news for shorts filmmakers. Check out [...]

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