Category Archives: Uncategorized

Where to Find Me

I’ve suspended posting here for the time being as I’m focusing my efforts on other outlets. I would like to hear from you, though, so please visit me at any of these locations:

Green Research iconFor my writing on sustainability, clean technology kindly visit my company site, greenresearch.com.

For my professional profile and a list of recent publications, please see my LinkedIn profile.

You can find my ad hoc comments, which tend toward toward flippant and rarely reach for the profound, at my Google Plus page.

I tweet regularly at @dschatsky

I maintain an online resource of business-oriented information about conflict minerals and Dodd-Frank Section 1502 at section1502.com.

I look forward to hearing from you.

Automatic Facebook Updater App

I’m almost ready to test my automatic Facebook Updater application. Here’s how it works: At random intervals, at least daily, it generates a post in one of the following templates:  a snarky, witty observation; a shout-out to someone none of my other friends knows; a banal observation made while waiting in line/traffic/on hold/for the elevator; a comment about social media or Facebook specifically; a maudlin but digital and ephemeral remembrance of a deceased friend or loved one.

If I get this right, it could save me a ton of time.

Adobe to Acquire Omniture: First Take

Adobe’s announcement that it intends to acquire Web analytics Omniture is intriguing on several fronts.

The brief history of the Web analytics industry has been marked by a flurry of acquisition and consolidation almost from its inception. The analytics function is critical to Web site operators and advertisers. That need, and relatively low barriers to entry need spawned a host of entrants into the space, most of whom were challenged to establish sustainable competitive differentiators. That resulted in a market characterized by price competition and a features arms race and an imperative to consolidate through acquisition. Omniture was a prime actor here, using much of the capital it raised from its 2006 IPO to acquire a string of companies including Visual Sciences, Webside Story, Offermatica, Mercado and Touch Clarity.

One of the ironies of Web analytics in online businesses is that although many companies are swamped with data and often fail to make effective use of the data they already have, there is also much they would like to measure but cannot.  One such area of where measurement (and content optimization) remains a challenge is in highly interactive Web sites, such as those that are built using Adobe’s Flash platform.

That fact seems to be a key pillar of Adobe’s strategic rationale for this acquisition. Adobe suggests that with the integration of Omniture tools content authored with Adobe tools will be easier to instrument, measure and optimize.

But integration alone is rarely sufficient grounds for acquiring another company. The acquisition presents a simplified competitive environment for the company and make increase the efficiency of the combined company’s sales operations. Adobe and Omniture undoubtedly have a very significant customer overlap.

The value of the deal is intriguing as well. As noted in today’s Wall Street Journal, worldwide market for Web analytics is some $600 million today, with omniture accounting for half of that, making the purchase price three times industry revenues, or six time’s company revenues.

My impression of both companies over the years is that their management teams are smart and driven. I expect them to create great value for Web publishers, advertisers and merchants over time.

A Sense of Place

What if your home town were a canyon? This past spring a Navajo guide led my family on a hike through the Canyon de Chelly in Arizona. (The New York Times today has an article and nice slide show featuring it.) Our guide had grown up in the canyon and he still has family down there. He said his family has lived in the canyon for 500 years.

It made me wonder what it must be like to call a place like that canyon your ancestral home. Those of us who know something of our ancestry might be able to trace our family back to “the old country,” perhaps some village in Europe or maybe Asia.

My own family has ro0ts in Poland, Russia and Romania. My maternal grandfather came from Czernowitz in Romania (now part of Ukraine). I’ve never been back, but I suspect if I had, with the passage of time, the changing of borders and the destruction and construction of buildings and roads, what I would find would not be recognizable to my grandfather who was born there.

Part of my wife’s family comes from Castinatelli, Italy, which lies about 100 kilometers south of Salerno in the hills. We had the opportunity to visit Castinatelli some years ago. We met my wife’s 97-year-old great aunt who still lived there, walked the cobblestone streets and saw the ancestral family home, made of stone blocks and situated at the edge of a small piazza with well. The house is empty now; the current generation has moved up the hill to more modern digs.

It was a special privilege to walk amid the old country. Even if it wasn’t my own, I felt a connection to it.

My visit to Canyon de Chelly, where Navajo families have lived for 500 years, put the idea of the old country in different perspective for me. There is not much in the way of ancestral buildings down in the canyon. I think the Navajo’s primary tie has been to the land itself, to the 600-foot canyon walls, the river running along canyon floor, the pattern of sunlight and darkness that pass through the canyon as the sun crosses the sky. And apart from an invasion of non-native plants that has occurred over the last 50 years or so, the canyon looks just the way it did 500 years ago.

How powerful, looking upon the same home your ancestors did some 500 years ago, built not by human hands but the forces of nature, in geologic time. How powerful, that sense of place.

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If You Need Flanges

Folks, I don’t know about this as a business opportunity, but it’s worth considering as a supplier of flanges. Just received it this morning.


Welcome,

If you have access to a computer, and have up to three hours spare time per-week. you can get paid, would you like to work part or full time online, and get paid weekly? If yes,then please read carefully.
_____________________________________________________________________
ABOUT US
______________________________________________________________________
Established in 2001, Dalian Bolong Trade & Product is a specialized manufacturer of forged flanges. Our company located in the beautiful coastal city of Dalian and is only eight kilometers away from Dalian Port. So the advantage of this proximity can cut down on shipping costs for you.
______________________________________________________________________
JOB POSITION
_______________________________________________________________________
We are currently seeking part or full time employees for our ever-growing Accounts Receivable Department. Through extensive demographic research, we have discovered a wealth of untapped human resources that, for one reason or another, need the freedom to work from home. If this sounds like you, please read on, and consider becoming part of our company family.
Note that no form of investment of is needed from you and this job will take only 1-3 hours of your time per week.
______________________________________________________________________
JOB RESPONSIBILITY
_______________________________________________________________________
The position of Accounts Receivable officer entails the following duties: coordinate payments from our clients, receive payments which come in form of certified checks or united states postal money orders, process payments at your local bank, and forward 90% of funds received to the proper branch office, as instructed. The remaining 10% is your wage. Since this position is need-based, you will have plenty of free time while enjoying a good income.
_______________________________________________________________________
REMUNERATION
_______________________________________________________________________
Every assignment in form of payment received from clients, you’re entitled to 10% which excludes the cost of processing western union to any regional office accountant ________________________________________________________________________
INTERESTED APPLICANTS (HOW TO APPLY)
________________________________________________________________________
Interested applicants should reply with full name, full residential address, phone numbers, and email address, so that one of our Human Resource Managers can contact you through email, with an approval letter if the management decides youre a successful candidate. Please specify the best way to contact you in your reply email.
We appreciate your interest in Dalian Bolong Trade & Product Co. Ltd.
Ms Yu, Qianqian
General Manager,
Dalian Bolong Trade & Product Co. Ltd
42-1-1 Fanglin Park, Xinan Rd.,
Ganjingzi, Dalian, Liaoning
China 116033
Tel: (86 411) 8671 9027
Fax: (86 411) 8671 9027

Today I Am a Free Agent

This is a time of transition for the country and for many of us personally. I’m undergoing a personal transition of my own.

I spent the last 9 years at JupiterResearch. During that time we went public, acquired a few companies, sold off a few of those companies and then, in the dark days of the Internet circa 2002, were sold ourselves. In 2003 I was named global head of research. In 2006 a private equity firm bought us, merged us with another research firm, and named me president. In the summer of 2008 we sold the company for the last time, to Forrester Research. After working on the integration and transition for the last five months, I have now moved on.

I’m extremely proud of my time at Jupiter. I worked with a fabulous team who out-analyzed, out-sold and out-serviced much larger companies. We had a real impact on the consumer tech, digital media, marketing, advertising and e-commerce sectors. The recognition and influence we achieved was disproportionate to our modest size. We helped our clients make critical business decisions and I think we lived up to my goal of being their trusted advisors. In addition, from the time I was named research head to the time we sold the company, we achieved double-digit annual revenue growth, maintained double-digit EBIDTA margins and experienced low employee turnover and high client satisfaction and renewal rates. The $23 million Jupiter recently sold for was 92 times greater than what the company fetched in 2002.

The Jupiter Web site and blogs are gone, and JupiterResearch as a corporate brand is being phased out. But most of the team has stayed on with Forrester and they now have an opportunity to build on the fine work they’ve done during their time at Jupiter.

I am excited to have the time now to pursue some new business ideas and passions. (See my blog on clean tech, energy and sustainability to read about some of what I’ve been studying.) I’m also fielding inquiries from a range of companies to consult on business strategy and operations. It is fun to apply my expertise in building and running a syndicated research business and my exposure to countless Internet business models over the years to a new crop of business opportunities.

The most optimistic people I meet these days are entrepreneurs. It is a pleasure to spend time with people who are confident that they will play a role in building our future. The reality is that we will all play such a role. I look forward to hearing about yours.

Morning Slog

My morning commute today:  trying to read a soggy New York Times in a crowded subway car, pressed up against other New Yorkers in their damp trenchcoats,  while simultaneously trying to eat a bagel and drink a cup of coffee.  I know that people who drive to work in climate-controlled cocoons with cup holders and high-end sound systems my find the conditions of my morning commute repulsive. But you know what? I would miss it if it were taken away from my.

A New Personal Blog

I just started a new blog containing all of my posts from by blog at JupiterResearch and anything new I might come up with outside of clean tech and energy. For that see my Green Research blog. Thanks for reading.

What I Learned About Work in the Woods of Maine

I’m just back from a couple of weeks’ vacation in rural Maine and New Hampshire with my family. One morning, my kids and I each went off in different directions to spend an hour in solitude in the woods.

As I walked along a trail that paralleled a stream bed I was struck by the number of frogs crossing the trail in front of me in both directions. They are so busy, I thought to myself. They called to mind the streets of midtown Manhattan at lunch time: no one is on the side of the street they need to be on, and masses of people are streaming past each other to get where others have come from.

Further down the trail I stopped to admire a beaver pond. The water was glassy, the beaver lodge a sturdy dome of sticks and logs constructed at the far end of the pond. The scene was quiet and the air still, but I could hear the sounds of tiny creatures: the high-pitched sound of insects seeking food, and beyond that, the lower-pitched sound of bees pollinating clover.

When you stop and listen, what passes for tranquility is actually a workplace teaming with activity.

A hawk gliding overhead seems to be loafing. But he’s working too, surveying a vast terrain, and choosing his moment to strike at vulnerable prey.

Hard at work, but in harmony with the world and well matched with the task at hand, even busyness can feel like tranquility. That’s what I learned about work in the woods of Maine.

Strategic Hunger at Microsoft

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 Google has proven that online services can be a highly profitable business as well—in the first quarter of this year Google’s operating margins were 30%, about the same as Microsoft’s in that quarter (and that includes some of Microsoft’s unprofitable and barely profitable lines of business).

Michael Porter Applied to Google, Microsoft and Yahoo!

I dusted off Michael Porters’ five-forces strategy analysis framework to help me understand Google’s strategic position and assess Microsoft’s options for competing. In Porter’s analysis, 5 competitive forces determine the profitability of an industry:

  1. Bargaining power of suppliers
  2. Bargaining power of buyers
  3. Threat of substitute products or services
  4. Threat of new entrants
  5. Rivalry among existing competitors

If those forces are intense, says Porter, then industry profitability is low; if they are weak, industry profitability is high. It’s easy to see that the first two forces are weak in online search. Commodity suppliers provide interchangeable infrastructure elements like computing power and bandwidth. Buyers are advertisers, and they are free to contract with any search provider they like. It is hard to envision a substitute to search advertising today, though display advertising is a complement. Because of Google’s dominant position, and the limited number of credible potential competitors, Porter would characterize rivalry here as weak.

That leaves the threat of new entrants. More on that in my next post. Till then, check out David Card’s post on what Microsoft needs to do now.