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Seeking Alpha (Free subscription) | 10/09/2008
Seth Gilbert submits: Now you see it, now you don’t. Real Network’s (RNWK) newly launched DVD copying software platform, RealDVD , has gone from controversial to contained in the blink of an eye. You could say the software has been sequestered. Last Friday, just days following the program’s launch, with litigation already pending from both sides, U.S. District Judge Marilyn Patel issued...
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Seeking Alpha (Free subscription) | 10/08/2008
Seth Gilbert submits: In 2007, News Corp . (NWS) paid $188m to buy 51% of VeriSign’s (VRSN) mobile content provider Jamba (aka Jamster in the U.S.). Tuesday, News Corp paid another $200m to acquire the rest. VeriSign originally bought the mobile games and ringtone vendor in 2004 for about $273m. The company was founded in Berlin in 2000. Ringtones and phone wallpaper are among its leading...
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SeekingAlpha Internet Stocks (Free subscription) | 10/07/2008
Seth Gilbert submits: Entertainment industries are sometimes called recession proof. When wallets tighten, retirement gets pushed back, or bills go unpaid, people will spend a little to escape fear and worry. There’s a need for entertainment in tough times, the theory goes. The reality is less forgiving: entertainment like anything else can fall victim to a weakening economy. Entertainment...
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Seeking Alpha (Free subscription) | 10/07/2008
Seth Gilbert submits: Smartphone sales were up handsomely in the U.S. in the first half of the year and the average price of smartphones was down 26% to $174 in August ( via NPD Group). With consumer spending on the wane and all the doom and gloom of the current economic climate likely to seal wallets even tighter, some analysts still believe smartphone sales will remain resilient, lower...
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Seeking Alpha (Free subscription) | 10/05/2008
Seth Gilbert submits: It was the “showdown", the looming crisis, digital music’s “O.K. Corral.” If you believed the headlines and bought into the sensationalism, the fate of iTunes, the world’s leading digital music store, hinged on the decision of the obscure three judge Copyright Royalty Board ((CRB )). The reality was hardly so dramatic. Thursday, the CRB was set to announce its decision...
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SeekingAlpha CE Stocks (Free subscription) | 10/03/2008
Seth Gilbert submits: Nintendo’s (NTDOY.PK) sold more than 14 million Wii consoles in the U.S and dominated the monthly U.S. sales charts for months, but leading into Thursday’s Nintendo media day in San Francisco, the palpable buzz was centered not so much on what Nintendo has in the market now (nor what Nintendo had to announce) but instead on what the company might reveal in the next...
