Blog » Archive for January, 2008

Deal Radar 2008: Figleaves and Specialty e-Tail

Uncategorized | January 29th, 2008 | 1 Comment

(I want to preamble this piece by saying that when you read it, please don’t be surprised if Google AdSense starts pushing lingerie ads to you. It is not a very smart algorithm!)
Figleaves.com is the world’s largest online retailer of branded intimate apparel. It includes Aubade to La Perla to Zimmermann. Users can shop by [...]

Sunpower Seems Unreasonably Slaughtered

Uncategorized | January 29th, 2008 | 1 Comment

Sunpower’s (SPWR) Q4 stock performance has been scary as the company’s stock reached heights of $160/share in intraday trading and then plummeted on general market madness and company outlook to $73/share recently. It is worth looking at the company to see what has been going on.

Forbes Column 08: How To Dig Out Yahoo’s Treasures

Uncategorized | January 29th, 2008 | No Comments

More on the same topic. My Forbes column How To Dig Out Yahoo’s Treasures provides commentary on Yahoo’s earnings later today.

Deal Radar 2008: Zappos Wants to be Amazon When it Grows Up

Uncategorized | January 28th, 2008 | 6 Comments

You have heard me talk about the verticalization of the web. Here’s a good example of a brand built on that premise.
Zappos.com is the #1 online footwear retailer. Apart from retailing around 1,100 well known brands of shoes, boots, sandals, and athletic footwear, it also retails accessories including socks, wallets, belts, designer handbags, and diaper [...]

2007 M&A Overview

Uncategorized | January 28th, 2008 | No Comments

A nice list: M&A: Web and Internet Companies Acquired in 2007.

Juniper Continues to Grow Confidently

Uncategorized | January 28th, 2008 | 5 Comments

Juniper is probably my favorite company in the networking equipment segment.
Yesterday, Juniper (NASDAQ: JNPR) reported its results for Q4 and fiscal 2007 that ended December 31, 2007. Q4 revenue was $809.2 million, up 36% y-o-y and 10% sequentially. GAAP net income was $122.9 million or $0.22 per share on a diluted basis, up 73% y-o-y [...]

House of Cards

Uncategorized | January 27th, 2008 | 3 Comments

CBS has an excellent segment on the sub-prime housing crisis in the US that is driving us into a recession: House of Cards.
Citibank departing CEO Chuck Prince walked out with $29 Million and Merill Lynch CEO Stan O’Neal walked out with $160 Million after losing billions for their respective companies.
Capitalism gone awry, indeed!

Deal Radar 2008: eHarmony Replacing Yenta

Uncategorized | January 27th, 2008 | No Comments

eHarmony is an online dating/matchmaking site that uses its patented Compatibility Matching System™ to match singles.
In November 2004, eHarmony raised $110 million in a Series B round of financing from Sequoia Capital, Technology Crossover Ventures and Tuputele Ventures. It had earlier raised $3 million in Series A from Sarofim Fayez and Co.