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Investment and the Media April 20, 2006

Posted by innov8ordie in Distribution, Web Life.
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So this entry is going to be a bit of a strech by my mind has been wrestling with various investments.  So to tie it to my Comm/Media blog concept how do recent changes in the media investment world play out financially over time.

Om Malik (by Robert Young???) had a thought provoloking entry tangentially related here:
http://gigaom.com/2006/04/15/is-network-10-also-network-20/

So if the web is the way TV is going to be accessed (and it is) does a large amount of web traffic inevitably preceed financial success in media?  Can I use Alexa rankings to predict media company (or even other tech related companies) stock prices? 
http://www.alexaholic.com/nbc.com%20+abc.com%20+cbs.com
Says ABC cheats and leverages espn etc.  Does this mean they are ahead, yup I think it does.

Some other charts of interest…
http://www.alexaholic.com/amazon.com+ebay.com?y=r&r=5y&z=50
http://www.alexaholic.com/dell.com+apple.com+hp.com+ibm.com+sun.com?y=r&r=3y&z=30

Anyone know how to easily mash these up with stock prices?

Disney’s taking the next step… information wants to be free! April 12, 2006

Posted by innov8ordie in Uncategorized.
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So Disney took another step on its inevitable path to the new emerging model of media distribution.  Broadcast at a certain time and only to be watched at home on your couch is so restrictive and unneccessary it will be ridiculous to my daughter. 

She already has trouble with the idea that the show might not be “on now” either the Replay worked or something is wrong.  She has even asked me to download it from the web if its not on the Replay.  Just for reference she is not yet quite four.

So what did Disney do?  They put more of their back catalog up for free download.  So first its Apple and .2.99.  Now its free and on their website.  They have the content, why go through a middle man?  They need to remove that friction. 
http://feeds.feedburner.com/JohnBattellesSearchblog?m=1350
As I have blogged before, the real question is can they maintain a “mainstream” audience at all and a meaningful corner on the talent market.  Or does the fragmentation of attention simply erode that like water cutting through rock?

There is a role for an aggregator.  Ranking, auditing, providing a nexus around which certain types of products will show up from the long tail.  The hyped big stuff though will go right from the producer to the many customers cutting out all middle-men.  Torrenting, ubiquitous wireless data coverage, more capable mobile devices.  The medium range question for Disney and others to answer is how to build proper hype for the new items as they are ready for release and what is the proper rate to maintain interest without burning it out?