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The Great Debate: Content Versus Distribution – CTIA MEL 2007

Moderator: Tom Wheeler, Managing Director, Core Capital Partners (extremely well prepared moderator – great job Tom)

Business Speaker: Jim Ryan, VP, Consumer Data Products, ATT (Cingular)

Business Speaker: Larry Shapiro, EVP Business Development, Operations, Walt Disney Internet Group

This is an amazing panel – the session is way too fast paced to blog well enough to be worthy of it’s immense quality. I think I have good audio (thank you to the kind and fine people at Roland for providing me a review copy of the Edirol R-09 last week for usage at this conference) Speaking of audio has anyone found a Youtube type service for audio serving other than yousendit or putting it on a peer to peer network? I’ll try to contact you with it if you leave me comment with a valid email address. An audience poll of this session showed 70% of the people thought there was a role for an aggregator in the process (note – an earlier poll showed the audience to be about 30% carrier folks).

ctiawireless2007 Billboard Mobile Entertainment Live 2007

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Leaving for CTIA Wireless 2007

I’m interested in meeting anyone and everyone in the mobile search industry to learn about what you are up to!!! Drop me a line if you are going.

I’m still seeking a pass +1 for the LG Foo Fighters party on Tuesday.

Lastly, I’m interested in speaking with anyone who can provide me a cell phone that will actually work reliably with my Tmobile cell phone service in my current residence. You are a very special person I’ve been seeking to meet for quite some time!

nonofficial tag (why isn’t there and official tag?): citawireless2007 Orlando

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Mobile Advertising Network

Mobile Ad Network, it’s interesting to see the hyper competitiveness of this keyword term as it implies a push marketing channel instead of a pull channel such as mobile search. We’ve trained consumers to search for a decade now, why would they want to regress to push models instead of using true mobile search? They have been trained to pull and will eventually demand the same mobile search experience on mobile devices. Hence, while Mobile Ad Network may be a popular term today, it likely will be replaced in the future with keyword terms based on derivatives of mobile search.

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Infospace Cancels JPMorgan Global Internet Conference Appearance

Infospace (INSP) was scheduled to appear at the JPMorgan Global Internet Conference today. It appears that they have canceled the appearance as the timeslot has passed and they are no longer on the schedule.

Tom Sandell, the CEO and Senior Portfolio Manager of Sandell Asset Management  Corp., holder of 8.8% of Infospace, stated in a press release today that “We believe that InfoSpace shares are materially undervalued and the board and management should take immediate steps to improve that value. If the company and the board are unable or unwilling to take these steps, we think the company should be sold. As the company’s largest shareholder, our interests are directly aligned with the rest of the shareholder base in seeing value maximized and we may seek representation on the board to protect those interests.” 

For more detail on Sandell’s valuation assessment, visit page 23 and 24 of this SEC pdf filing.

In your opinion, who would make good acquirers of Infospace and why do you think that?

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Upcoming Search Engine Investor Conference Presentations

I thought you’d like to be aware of these, it’s interesting that they announed these almost simultaneously.

Yahoo! to present at the Morgan Stanley Technology Conference and
Thomas Weisel Partners Internet Digital Media Conference

Terry Semel, Chairman and CEO, and Susan Decker, Executive Vice
President, Head of Advertiser and Publisher Group and acting Chief Financial
Officer, will present at the Morgan Stanley Technology Conference.  The
presentation will take place on Tuesday, March 6, 2007 at 12:30pm
Eastern Time / 9:30am Pacific Time.  

Jerry Yang, Co-Founder and Chief Yahoo!, will present at the Thomas
Weisel Partners Internet & Digital Media Conference.  The presentation
will take place on Wednesday, March 7, 2007 at 6:15pm Eastern Time /
3:15pm Pacific Time. 

A live webcast of both presentations will be available on the Investor
Relations website at
This link on Yahoo! Investor Relations website

Google Inc. (NASDAQ:GOOG)
announced today that Eric Schmidt, Chief Executive Officer, will
present at the following investor events:

Morgan Stanley Technology Conference
Monday, March 5, 2007
3:15 p.m. ET / 12:15 p.m. PT

Bear Stearns 20th Annual Media Conference
Tuesday, March 6, 2007
8:45 a.m. ET / 5:45 a.m. PT

To access the audio webcasts of the presentations, please visit
This link on the Google Investor Relations website