-
Strategies for a discontinuous future.












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 //


Comments:
Post a Comment
search



new


input

due diligence
ventureblog
a vc
techblurbs
tj's weblog
venture chronicles
terranova
the big picture
gigaom
venchar
bill burnham
babak nivi
n-c thoughts
paidcontent
techdirt
slashdot
london gsb
mefi
boingboing
blort
hardwax
betalounge

ing
morgan
chicago fed
dallas fed
ny fed
imf
world bank
nouriel roubini

portfolio
contact

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

skype.
umair.haque

atom feed

technorati profile

blog archives