FA Notes Monday November 29, 2010
MSFT – Microsoft has sold 2.5 million Kinects since launch 25 days ago. They are on pace to reach their goal of 5 million sold this holiday. Link
John Kinnucan writes “Why I Chose Not to Wear a Wire” Link
LVLT NFLX CMCSA – Level 3 put out a press release saying Comcast has extracted extra fees for movie streams (obviously Netflix) from them. Link
MSFT – Microsoft has held talks with TV networks to offer programming to its Xbox Live subscribers in addition to ESPN. Link
comScore says online sales on Black Friday grew 9% y/y. Amazon led retailers with 25% y/y growth in unique visitors. Target +9%. Best Buy +1%. Walmart -1%. Link
Morgan Stanley’s Mary Meeker is taking a job at Kleiner Perkins. Link
The National Retail Federation says the average shopper spend 6.4% this Black Friday weekend. Link
Online Black Friday sales were up 15.9% y/y according to Coremetrics. Link
According to ShopperTrak Black Friday retail sales were only up 0.3% y/y. Link
John Carmack, maker of Doom and Quake, says digital distribution of games will be the future. Link