LISTSERV mailing list manager LISTSERV 16.5

Help for DLF-ANNOUNCE Archives


DLF-ANNOUNCE Archives

DLF-ANNOUNCE Archives


DLF-ANNOUNCE@LISTS.CLIR.ORG


View:

Message:

[

First

|

Previous

|

Next

|

Last

]

By Topic:

[

First

|

Previous

|

Next

|

Last

]

By Author:

[

First

|

Previous

|

Next

|

Last

]

Font:

Monospaced Font

LISTSERV Archives

LISTSERV Archives

DLF-ANNOUNCE Home

DLF-ANNOUNCE Home

DLF-ANNOUNCE  September 2003

DLF-ANNOUNCE September 2003

Subject:

Outsell's e-briefs, September 26, 2003

From:

David Seaman <[log in to unmask]>

Reply-To:

[log in to unmask]

Date:

Mon, 29 Sep 2003 11:30:50 -0400

Content-Type:

text/plain

Parts/Attachments:

Parts/Attachments

text/plain (180 lines)



==========================================
Outsell's e-briefs September 26, 2003
A Weekly Analysis of Events and Issues
Affecting the Information Content Industry
==========================================

IN THE NEWS
-----------

Speculation on Thomson/Wolters Kluwer

At an investor conference in New York, Thomson CEO Richard Harrington
said that Europe will be the target for much of Thomson's growth and
acquisitions in coming years. He noted particularly that Thomson has
ridden the waves of service industry growth and an expanding class of
knowledge workers in North America, and that those same trends are
taking root in Europe. Analysts at Delta Lloyd Securities seized on
that news to bump up their recommendation on Wolters Kluwer stock, on
the belief that Harrington's announcement signals an increased
likelihood that Thomson will make a bid for Wolters Kluwer. Wolters
Kluwer's share price is down more than 30 percent since a year ago after
a weak first half, while Thomson's is up 20 percent, making potential
acquisition funding more favorable for Thomson. Over 50 percent of
Wolters Kluwer's revenues are from Europe vs. only 18 percent for
Thomson, so an acquisition would achieve the goal of expanding Thomson's
European presence. However, the regulatory issues around such an
acquisition would be huge. There would likely be an uproar in the
buying community and strong attempts to block any such transaction as
anti-competitive.

The Outsell 100(sm) Bottom 10: Nowhere You Want to Be

Auditors for Comtex News Network have declared that recurring operating
losses and deficient working capital raise substantial doubt about its
ability to continue as a going concern. Comtex has been drastically
implementing cost reductions and plans to continue reducing operating
expenses by implementing a lower-cost technology infrastructure and
reducing its workforce, but it has shown little inclination to change
its basic business. In recent quarters, Comtex has been hanging out in
the Bottom 10 of the Outsell 100, our index of Information Content (IC)
Industry performance. Just as the overall industry's five consecutive
quarters of growth make it a leading indicator for general economic
growth, the Outsell 100 Bottom 10 list has become the place not to be.
Four of its repeat members are so wrung out that they face takeover
and/or stock exchange de-listing (Penton, IRI, and RWD Technologies are
the others). On the other extreme, new data shows that the Outsell 100
Top 10 is clearly the winners' circle. This selection of 10 companies
provides benchmarks and models for the industry, having grown 32 percent
over same quarter 2002 and boasting a 33 percent operating margin.

Paid Consumer Content Spending on the Rise - Or Is It?

The Online Publishers Association, an industry association made up of
the new media units of traditional media companies, released its most
recent data on consumer spending for online content. The OPA's data
shows that spending grew $748 million for the first half of the year, a
23 percent increase over the same period last year. A number of
commentators have questioned the scope of what the OPA calls "content";
the $743 million includes spending categories such as greeting cards,
streaming audio and video, games, and an astounding $214.3 million in
the personals/dating category. We wonder why pornography was left out -
that would give the OPA some really BIG numbers. The point is that
defining content is a slippery business. The nature of the Internet
makes the boundary between content and services blurry indeed. If the
point of the study was to show that people are spending buckets of money
online, it succeeds. If it was supposed to show a link between that
spending and the success of the traditional media companies that are
behind the OPA, the link is more tenuous.

LexisNexis Beefs Up Company Dossier

There's a small arms race going on among the company information
products of the big aggregators. A few weeks ago, Dialog beefed up its
Company Profiles product with new content from its sister company Gale,
and new search interfaces. Now LexisNexis is enhancing the content in
its Company Dossier service. A significant addition is the robust
collection of legal and public records data that is finally being tied
in to company records. The overall interface has been upgraded and
comments from Outsell clients are positive. We're seeing heightened
competition for business applications among the big aggregators Dialog,
LexisNexis, and Factiva. At the same time, however, Web-only players
such as Hoover's, EDGAROnline, and scores of free sites still provide
great information for free or low cost. The challenge for the
higher-end players is staking out the specific user applications where
their more robust content is needed.


INFORMATION BY THE NUMBERS
--------------------------

Instant Messaging: Quicksand or Life Vest?

A recent study by Blue Coat Systems highlighted some of the other
challenges presented by Instant Messaging (IM) in the workplace.
Thirty-two percent of the Brits and 15 percent of the Yanks who
responded to the study said they spend a half hour or more per day using
IM. Most revealing were the uses to which the technology is put: 78
percent have used it to gossip, 64 percent have used it to lodge their
opinions about senior management, and 52 percent have found it a good
medium for complaining about customers. Sexual advances, sharing music
files, and pretending to be someone else were also popular IM
applications. With all this foolishness going on over their networks,
should companies be cracking down on IM? We've had a small internal
debate of our own on the topic. Some see e-mail, IM, and other
technologies as huge workplace time-wasters. As one Outsell colleague
put it, why do we keep adopting technologies that seem to make
communications faster and easier, but not better? On the other hand, IM
has been adopted as a workplace tool, like it or not, and since time
immemorial, employees have found ways to do personal stuff on the job.
Certainly the telephone was originally seen as a huge potential
time-waster. What's really going on today is that technology has
enabled, and many companies encourage, 24/7 participation in their work,
so the separation of work and private life has almost disappeared for
many. Using IM for personal business is inevitable. The productivity
issue is not so much around the personal business aspect, but the way
these technologies encourage urgent, busy, reactive behaviors.
Meanwhile, as with any new communication medium, there is a pot of gold
for the company that can figure out how to mine those millions of IM
messages and turn them into actionable knowledge management
depositories.



============================================================
We want to hear your feedback, and we want to publish your
comments on the events we cover in e-briefs (anonymously
if you prefer). Send comments, news, insights to:
David Curle
Editor, e-briefs
Outsell, Inc.
mail to:[log in to unmask]
============================================================
Redistribution:
Outsell's e-briefs is a subscription service.
Individual subscribers may not redistribute to other persons
without permission.
Company subscribers have the right to distribute content
freely within their companies/agencies/institutions, but
not to persons outside their companies/agencies/institutions
without permission.
Subscriptions:
Visit our Web site at http://www.outsellinc.com to order
subscriptions to e-briefs.
Rates are as follows:
$495 for an individual subscription. Single reader with
no redistribution rights.
$2495 for a company subscription. Includes the right
to redistribute to any number of readers within your
company/institution. e-briefs is delivered on Fridays,
48 issues per year.
============================================================
Outsell is the only research and advisory firm that focuses
exclusively on the Information Content Industry. As an
independent adviser, we emphasize close relationships with
our clients and deliver high-quality, fact-based research,
analysis, and advice about every aspect of content strategy,
deployment, and use to a wide range of vendors, buyers,
and users of information.
Founded in 1994, Outsell helps world-class content vendors,
Global 2000 companies, government agencies, and leading
educational institutions increase their understanding of
users and end-markets, assess content quality and
effectiveness, benchmark operations, hire and retain
executives, and develop more successful internal and
commercial content products and services.
============================================================
Outsell, Inc.'s information, analysis, opinion, and reports
(the "Information") are based on qualitative and/or
quantitative research methods and its staff's extensive
professional expertise in the industry. Outsell, Inc. has
used its best efforts and judgment in the compilation and
presentation of the Information and believes the Information
is accurate as of the date furnished, but the industry and
the Information are subject to rapid change. Except as
aforesaid, Outsell, Inc. makes no other representations or
warranties, express or implied, concerning or relating to
the Information. Copyright 2003 Outsell, Inc.
============================================================

Top of Message | Previous Page | Permalink

Advanced Options


Options

Log In

Log In

Get Password

Get Password


Search Archives

Search Archives


Subscribe or Unsubscribe

Subscribe or Unsubscribe


Archives

November 2019
October 2019
September 2019
August 2019
July 2019
June 2019
May 2019
April 2019
March 2019
February 2019
January 2019
December 2018
November 2018
October 2018
September 2018
August 2018
July 2018
June 2018
May 2018
April 2018
March 2018
February 2018
January 2018
December 2017
November 2017
October 2017
September 2017
August 2017
July 2017
June 2017
May 2017
April 2017
March 2017
February 2017
January 2017
December 2016
November 2016
October 2016
September 2016
August 2016
July 2016
June 2016
May 2016
April 2016
March 2016
February 2016
January 2016
December 2015
November 2015
October 2015
September 2015
August 2015
July 2015
June 2015
May 2015
April 2015
March 2015
February 2015
January 2015
December 2014
November 2014
October 2014
September 2014
August 2014
July 2014
June 2014
May 2014
April 2014
March 2014
February 2014
January 2014
December 2013
November 2013
October 2013
September 2013
August 2013
July 2013
June 2013
May 2013
April 2013
March 2013
February 2013
January 2013
December 2012
November 2012
October 2012
September 2012
August 2012
July 2012
June 2012
May 2012
April 2012
March 2012
February 2012
January 2012
December 2011
November 2011
October 2011
September 2011
August 2011
July 2011
June 2011
May 2011
April 2011
March 2011
February 2011
January 2011
December 2010
November 2010
October 2010
September 2010
August 2010
July 2010
June 2010
May 2010
April 2010
March 2010
February 2010
January 2010
December 2009
November 2009
October 2009
September 2009
August 2009
July 2009
June 2009
May 2009
April 2009
March 2009
February 2009
January 2009
December 2008
November 2008
October 2008
September 2008
August 2008
July 2008
June 2008
May 2008
April 2008
March 2008
February 2008
January 2008
December 2007
November 2007
October 2007
September 2007
August 2007
July 2007
June 2007
May 2007
April 2007
March 2007
February 2007
January 2007
December 2006
November 2006
October 2006
September 2006
August 2006
July 2006
June 2006
May 2006
April 2006
March 2006
February 2006
January 2006
December 2005
November 2005
October 2005
September 2005
August 2005
July 2005
June 2005
May 2005
April 2005
March 2005
February 2005
January 2005
December 2004
November 2004
October 2004
September 2004
August 2004
July 2004
June 2004
May 2004
April 2004
March 2004
February 2004
January 2004
December 2003
November 2003
October 2003
September 2003
August 2003
July 2003
June 2003
May 2003
April 2003
March 2003
February 2003
January 2003
October 2002
August 2002
July 2002
May 2002
April 2002
March 2002
February 2002
January 2002
December 2001
November 2001
September 2001
August 2001
July 2001
June 2001
May 2001
April 2001
March 2001
February 2001
January 2001
December 2000
November 2000
October 2000
September 2000
August 2000
July 2000
June 2000
May 2000
April 2000

ATOM RSS1 RSS2



LISTS.CLIR.ORG

CataList Email List Search Powered by the LISTSERV Email List Manager