InvestorGeeks

Some thoughts on emerging markets

by Frank

Below is an excerpt from a conversation that Chris and I had last night. It concerns emerging markets, and some thoughts on how best to enter them. I’ve just posted the conversation as is, not even bothering to modify for typos and mispellings. In a few weeks, I’ll post more thoroughly on this topic, as it interests me, and deserves my full measure of attention. Also, this is just an aside, and not a substitute/cop-out for my weekly article, that will follow sometime tomorrow.

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Media Convergence: Confused Yet?

by Jason

On Tuesday, Chris tried to explain the “media convergence” that is becoming more of a reality everyday, a daunting task to say the least. Chris described the scenario made possible now by Apple’s video iPod: downloading a television show through your computer at work (over lunch) to watch on your TV at home (over dinner).

Two things have become clear to me:

1. Downloading television content on-demand to watch wherever/whenever you want is awesome.
2. Consumers should be prepared to be confused.

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