User 190816

The Myth of Abercrombie & Fitch

I don't get to this site that often, so for what it's worth I found this to be one of the best explorations of a company's future, almost like a Harvard Biz case study. Excellent.

McDonald's: Still the Big Mac

after about 6 quarters of reporting since MCD rolled out its "specialty coffees" and coffee bars, we've yet to hear a single data point from the company on the contribution to the business at large.

silence means....? that SBUX and DD aren't feeling any pain, coffee-wise.

The End of Broadcast TV Nears

another in the long long line of shock columnists pronouncing the death of broadcast TV. but i have to say this is the first time i've read in the same article the solution is the same = broadcast TV.

you can't have it both ways. which is it? (here's a hint: see your own line about "people don't have an Internet room in the house")

What Should Jerry Do? My Advice to Yahoo

other side of the coin - MSFT has no business going after yahoo-like companies. just look at its income statement for the clues (5 % of rev, neg op inc)