Brian White
Oklahoma City, OK - http://
Brian White is a strong advocate of value investing and index funds, but has known to hold an equity or two from time to time. Financially speaking, he's covered the Fortune 500 for six years in various reporting and writing positions and currently owns a business consulting company. Additionally, Mr. White holds BA and MBA degrees.
FeedPosted Nov 2nd 2009 5:45PM by Brian White (RSS feed)
Filed under: Competitive strategy, Wal-Mart (WMT)
Wal-Mart Stores Inc. (NYSE:
WMT) wants to sell you everything it possibly can. Need funeral arrangements? The world's largest retailer
wants to help. $4 prescription drugs? It has you covered. In fact, it's hard to think of any product category that Wal-Mart does not seem at least a little covered with. For good reason, too: Wal-Mart has tapped out much of the short-term growth by virtue of it being almost everywhere in the U.S. and selling everything you can possibly think of.
Continue reading Wal-Mart shares are dead money -- so where is it headed?
Posted Nov 2nd 2009 4:45PM by Brian White (RSS feed)
Filed under: Launches, Competitive strategy, Google (GOOG)
Google, Inc. (NASDAQ:
GOOG) recently has had a knack for releasing software products that challenge -- and even threaten -- entire industries. Take, for example, last week's enhancement to Google Maps, which caused the stock prices of GPS companies TomTom and Garmin to plummet after Google
announced its own GPS service that, in many ways, was a superior product. Yes, it's free with a Google-powered phone.
What's next? How about real estate listings?
Continue reading Google unveils new competitive threat to online real estate listings
Posted Oct 30th 2009 12:45PM by Brian White (RSS feed)
Filed under: Consumer experience, Competitive strategy, Microsoft (MSFT)
Although Microsoft Corp. (NASDAQ: MSFT) has much of the business world wrapped around at least some of its software, the largest software company in the world is mostly known for its consumer products. Names like Windows, Zune, Windows Mobile, Sidekick, and Xbox are household terms (well, in gadget households perhaps).
Still, with all those names, why hasn't Microsoft formed some kind of overall consumer ecosystem so that all these products fit, work, and play together seamlessly?
Continue reading Microsoft is not competing in the most efficient manner possible -- why?
Posted Oct 30th 2009 12:15PM by Brian White (RSS feed)
Filed under: Earnings reports, Sprint Nextel Corp (S)
Sprint Nextel Corp. (NYSE: S) has been on a roll lately. The third-largest wireless carrier in the U.S. has been releasing a whole crop of new cutting-edge phones, has improved its customer service and seems to be on the way to a recovery. Well, everything but that last part.
Sprint Nextel, yet again, lost hundreds of thousands of customers in its most recent quarter in spite or marked improvements throughout its business.
Continue reading Sprint Nextel continues losing customers, money in Q3
Posted Oct 29th 2009 5:45PM by Brian White (RSS feed)
Filed under: Competitive strategy, Google (GOOG)
Google Inc. (NASDAQ:
GOOG) just keeps on rolling out products that are keen on competing with established industries. The internet search giant now wants you to replace your cellphone number with only your Google Voice number. That's right -- replace your cellphone number and voicemail service with the Google Voice service and have all those voicemails transcribed to you and emailed or texted to yourself.
Continue reading Google Voice ruffles AT&T's feathers yet again, along with many telecom operators
Posted Oct 29th 2009 5:00PM by Brian White (RSS feed)
Filed under: Consumer experience, Competitive strategy, Costco Wholesale (COST)
Costco Wholesale Corp. (NASDAQ:
COST) is realizing that many of its customers are still living on hard times these days, even the news that the
economy is rebounding. That doesn't mean lost jobs will pop back any time soon, and as such, the wholesale retailer will be accepting food stamps at all of its U.S. locations.
Continue reading Costco to start accepting food stamps at all U.S. locations
Posted Oct 28th 2009 12:30PM by Brian White (RSS feed)
Filed under: Industry, Consumer experience, Competitive strategy
It was still a good idea for News Corp. (NASDAQ: NWS) to buy MySpace.com over fours years ago for a little more than half a billion. The social media network still brings in decent ad revenues, even though it is out of the popular fad culture of social media. That space is now owned by Facebook and Twitter. But then MySpace CEO Owen Van Natta says that his company is "fundamentally different" than Facebook -- as in a special experience providing entertainment content -- those words could come back to haunt him.
As will words like "I really don't view Facebook as a competitor." While it's true that Facebook and MySpace go after two types of online social interaction, they are both vying for many of the same customers in a large crossover audience. Teens, 20-somethings, and others are very fickle and many use both social networks. The two may have different goals, but they are competitors.
Continue reading MySpace focuses on social entertainment, says Facebook not a competitor
Posted Oct 28th 2009 9:30AM by Brian White (RSS feed)
Filed under: Products and services, Launches, Microsoft (MSFT)
Microsoft Corp.'s (NASDAQ:
MSFT) Windows 7 operating system was released last week to great reviews -- unlike the company's previous effort, Vista. But what most analysts may not realize is that this is not just another "point and click" effort for Microsoft -- the company wants computer users to get used to touchscreens instead of keyboards and mice. Windows 7 was built with this in mind, although most don't realize it.
Continue reading Microsoft's Windows 7 will help popularize the PC touchscreen
Posted Oct 26th 2009 12:40PM by Brian White (RSS feed)
Filed under: Competitive strategy, Apple Inc (AAPL), Nokia Corp. (NOK)
Nokia Corp. (NYSE: NOK) has been losing market share in the mobile phone business to faster and more innovative companies like Apple Inc. (NASDAQ: AAPL) and Korea's Samsung Electronics. Although Nokia is still the world's largest mobile phone maker by volume, the company's most recent quarterly results don't speak highly of its efforts as of late.
And, when you start suing competitors, your back must be against a pretty hard wall. What is Nokia going to do? Try to innovate again and manufacture wireless handsets that carrier partners are glad to have on shelves and customers seek to purchase? Sorry, the iPhone already has beaten you -- for a few years now -- to the punch. A potential $1 billion judgment against Apple is proof in the pudding. But if Nokia thinks some of its newer phones can compete with Apple as easy as other competitors, Nokia is dead wrong.
Continue reading Nokia's new CFO thinks company can compete with Apple's iPhone
Posted Oct 26th 2009 12:00PM by Brian White (RSS feed)
Filed under: Competitive strategy, Apple Inc (AAPL), Amazon.com (AMZN)
Barnes & Noble Inc. (NYSE: BKS) recently announced an electronic e-reader to compete with the likes of the Amazon.com's (NASDAQ: AMZN) Kindle and Sony Corp.'s (NYSE: SNE) Reader.
In perfect holiday fashion, the e-reader is set to become the "must have" gadget for the gift-giving season almost upon us. The newer Nook device has a small color screen that allows easier content locating (but no keyboard), the ability to "lend" digital books to a friend and built-in wireless internet.
Continue reading An Apple e-reader could overshadow Amazon's Kindle and B&N's Nook
Posted Oct 22nd 2009 11:30AM by Brian White (RSS feed)
Filed under: Competitive strategy, Wal-Mart (WMT), Amazon.com (AMZN), Target Corp. (TGT), Books
Target Corp. (NYSE: TGT) was a crown jewel in the retail world in 2008. It was seen as a more upscale and clean alternative to Wal-Mart Stores Inc. (NYSE: WMT) but with the same discount strategy. It was winning customers for most of last year.
Then the economy went south (almost to the South Pole). Customers immediately flocked to save as much money as possible and obtain everyday staples as cheaply as they could. Target got whacked by reality. It's been playing catch-up to Wal-Mart ever since.
Continue reading Target chases after Amazon.com, Wal-Mart in new book discounts
Posted Oct 22nd 2009 10:20AM by Brian White (RSS feed)
Filed under: Launches, Competitive strategy, Best Buy (BBY)
Best Buy Inc. (NYSE: BBY) may be starting to realize that consumer lifestyles sometimes don't fit into the neatly-packaged 10:00 a.m. to 8:00 p.m. workday. As such, the leading consumer electronics retailer plans to open its first 24-hour location in NYC's Union Square. What does Best Buy gain by this?
Well, the ability to see if gadget consumers (which we all are in one form or another) need to get their fix at all hours of the day or night. Already, Wal-Mart Stores Inc. (NYSE: WMT) ensures its supercenter big-box locations are open 24 hours a day, although it's hard to see consumers scrambling to buy that iPhone charger or flat-screen television at 3:00 am. Still, Best Buy's new 24-hour location will be just a sniff away from Apple, Inc.'s (NASDAQ: AAPL) 4th Avenue retail location.
Continue reading Best Buy to open first 24-hour location in New York's Union Square
Posted Oct 21st 2009 1:30PM by Brian White (RSS feed)
Filed under: Competitive strategy, Dell (DELL)

Michael Dell of
Dell, Inc. (NASDAQ:
DELL) has
confirmed the launch of a Dell-branded smartphone sometime in 2010, one has to wonder this: why? Now that Dell has slipped to third place globally in terms of PC shipments, the computer direct selling pioneer now appears to be rather non-innovative, save for the
Adamo paper-thin laptop PC that it keeps touting.
Continue reading Can Dell be changed enough to be seen as innovative again?
Posted Oct 21st 2009 12:30PM by Brian White (RSS feed)
Filed under: Competitive strategy, Netflix, Inc. (NFLX), Best Buy (BBY)
One thing you can say about Netflix Inc. (NASDAQ: NFLX), the DVD rental pioneer doesn't stand still. It has been innovating for years in bringing video content to consumers over as many mediums as it can. DVDs and Blu-ray discs are still the staple of its business, but Netflix can now be found embedded in newer Blu-ray disc players and even TVs.
No more waiting for discs to show up -- it can stream thousands of movies instantly to that living room flat screen television. So, it stands to reason that a house brand of leading consumer electronics retailer Best Buy Inc. (NYSE: BBY) will now come with Netflix technology built-in.
Continue reading Netflix announces Best Buy as latest instant movie streaming partner
Posted Oct 20th 2009 12:00PM by Brian White (RSS feed)
Filed under: Rumors, Sprint Nextel Corp (S)
After more than a year of speculation, it seems that German telecom giant Deutsche Telekom will not buy U.S.-based wireless giant Sprint Nextel Corp. (NYSE: S). Deutsche Telekom CFO Timotheus Hoettges indicated that the American wireless competitive landscape had consolidated enough, and the control that the four largest wireless carries in the U.S. have wouldn't make a purchase wise.
Hoettges was quoted as saying, "There are four national players in the U.S. market for 300 million households, while in Europe, where we have 350 million households, there are 50 to 70 operators." It's pretty clear that he thinks the U.S. wireless market is controlled by an oligopoly of operators, which seem to move in tandem with each other in terms of price control and roll out of new technology. Do the "large four" -- Verizon (NYSE: VZ)Wireless, AT&T (NYSE: T), Sprint Nextel, and T-Mobile USA -- move in lockstep with each other for the most part to not give any of the competition a large advantage?
Continue reading Deutsche Telekom CEO: No interest in acquiring Sprint Nextel
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