Umair Haque / Bubblegeneration
umair haque  

 
 


Design principles for 21st century companies, markets, and economies. Foreword by Gary Hamel. Coming January 4th. Pre-order at Amazon.


 
Friday, September 03, 2004


Telus and Verizon are looking to dump SuperPages, their Western Canadian yellow pages business. I think it's a pretty smart move. IMHO, phone directory business has peaked, and the future is a few years of stability followed by gradual decline as that business slowly gets googled. Location-based search and advertising is a big strategic opportunity for all search engines and I think they'll vigorously go after it. I think Google's ad-revenue model can be particularly effective here, if they can perfect something like a "pay-per-feet-to-the-store" kind of hybrid click-and-shop model for this business. The ultimate losers here will be the buyers of the income trusts. They'll probably be left holding the (very expensive) bag, as this will *not* be the long steady income stream that the private equity funds will sell them into.

-- Mahashunyam // 7:37 PM // 0 comments


Comments:
 

Recent Tweets







    input
    portfolio
    contact

    mail.
    uhaque (dot) mba2003 (at) london (dot) edu

    skype.
    umair.haque

    atom feed

    technorati profile

    blog archives