twoeyes

Disney / Marvel Deal Bad for 'House of Mouse' - Citibank

Sure, Spider-Man and the X-Men might be tied up with deals... but these are most likely with some kind of shared revenue stream.

I can't imagine that Marvel would have signed a lump-sum indefinite deal with Sony. So, yes, Disney won't be able to make or market the future movies, but they'll still get some good royalty revenues from them.

Cautious on Apple's Plan to Extend Digital Payment Processing Business

There is potential for Apple to do better than others here. Micropayments - Apple bundles multiple $1 track sales into a single credit card transaction to save CC transaction fees. If they do this for 3rd party sales too, the $1-$5 transactions would be MUCH cheaper via Apple than with PayPal.

RIM Wants in on Nortel's Wireless Action, But Why?

I suspect leverage vs. phone networks. The Nortel unit includes lots of patents that would be useful if the phone networks try to play hardball down the road.

Google Search Ads: Recession-Resistant

Web searches don't equal revenue. If the bids on advertising spots on search engines goes down (of which I have anecdotal evidence), revenues can and will drop even if traffic is up.

Questioning Nintendo's Secondary Offering

Are there any behind-the-scenes negatives to having the government controlled bank owning shares in the company?

Some Like it Hot: Pirate Capital Initiates Stake in Starwood Hotels & Resorts

Pirate just finished it's purchase of Intrawest a little while ago. My un-researched guess would be that this little stake in HOT is probably something that Intrawest had in it's holdings. A quick Google for Intrawest + Starwood shows at least one partnership, which is not unexpected given both companies sizes and similar markets.