Jordan Rohan, of Clearmeadow Partners, on what he "likes" as upcoming media/tech plays, after saying the companies that are going to change the landscape in next 5-10 years don't exist today. At the Digital Publishing and Advertising Conference in NY.
* Widget-ized contextual content and advertising ("two-in-a-box"). “Advertising and content need to go hand in hand.” Not syndicate content into somone else’s page. Don’t have to people bring back to your homepage to serve them content or sell an ad. Eliminates the problem some of the portals are going through now. “If NYT could figure out a way to sell ads against [their widget] they’ve got me looking at their ads for ever and ever.” (Later, NYT product manager Mike Foley directly contradicts this, saying "we’re in distributingg content in any way possible and GETTING THEM BACK TO THE SITE and getting them engaged.")
* Super local lead-generation platforms.
* Innovative iPhone apps. The $200 iPhone “will be selling on eBay for $300.” iPhone at $199 is “going to change everything.” The graduation gift of ’09, or Xmas gift of ’08.
* High-margin e-commerce companies with buying power. Company sells $6M of hammocks, with 50% margins. .. have buying power, because aggregate so much demand. ...
* Successful resellers of carbon emission credits for consumers.
* Commercial applications for Twitter: I am a business looking for something. ... it’s going to change some sector of the economy... some company is going to figure it out.