Time Warner Says Synergy Is BS. So Sell AOL.

According to the WSJ, Time Warner has abandoned all pretense of “synergy” between its various media divisions, the failed concept that was the sole justification for its merger with AOL.  Without synergy–cooperation between divisions to develop next-generation services in music, VOIP, VOD, DVRs, interactive TV, and a host of other applications that have since been …

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ISPs Are Selling Your Clickstreams!

At Open Data, David Cancel, the CTO of Compete, Inc., reveals that ISPs happily sell clickstream data–and that it’s a big business.  They don’t sell your name–just your clicks–but the clicks are tied to you as a specific user (User 1, User 2, etc.). How much are your clicks worth?  A symposium member extrapolated from …

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AOL May Bet Company; Scary But Smart

The WSJ reports that AOL is considering making online access to its service–including, importantly, email–free.  (AOL email users currently have to pay for one of the company’s subscription plans, although much of the rest of the company’s content is already free.)  Per the WSJ, this move would vaporize about one-quarter of the company’s revenue, or $2 billion.  …

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Time Warner to Keep AOL, Sell Cable, and Buy…MSN?

Matthew Karnitschnig of the WSJ kicks off the morning with a Twilight Zone piece about how Time Warner may not dump AOL after all, but instead sell off cable and “double down” on the Internet by buying another big net company. Without commenting on the plausibility of this theory (except to say that it would be quite …

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AOL-Google Deal Even Better In Details

Thanks to leakage, trial-balloons, and market conditioning that would do the White House proud, there wasn’t much news in the TimeWarner-AOL-Google press release.  If anything, though, the deal looks even better than previously described. For example, Google agreed to “white label” its search technology for AOL so the AOL sales force will be able to …

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What Nielsen’s Metric Shift Means – And What It Doesn’t Mean

Nielsen’s decision to deemphasize page views and focus instead on time-spent has the blogosphere in a tizzy. And to be sure: the shift generates some eye-popping factoids: AOL, for instance, becomes the top site on the web, due to its still-dominant IM platform, while Google drops to fifth place (And if that isn’t an indication of …

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AOL: A Mistake to Go Free? (NYT and DJ Take Note)

With everyone speculating about what will happen when TimesSelect (NYT) and Wall Street Journal Online (DJ) go free, it makes sense to check in on the last major wall-removal story: Time Warner’s (TWX) AOL.  Was AOL’s move a good one?  Or should it have hung on and watched its subscriber base slowly dribble away? Answer: …

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Time Warner, AOL, Google Menage

On the verge of apparently doing a disastrous sales-force combo with MSN, Time Warner has reportedly pulled a positive AOL deal out of the hat.  According to the WSJ, Time Warner’s new partner, Google, will fork over $1 billion for 5% of AOL and remain AOL’s search partner, and AOL will get free links to its …

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The Trouble With AOL’s Hail Mary Assumptions UPDATED

The WSJ has another excellent article detailing the projected financial impact of AOL’s plan to eliminate subscription fees for users who already have online access.  (Time Warner has clearly decided to pursue an informal “comments welcome” period before the plan is voted on, perhaps so the Board doesn’t approve it and then get laughed out of town). …

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