Blog » Archive for January, 2008

Deal Radar 2008: Figleaves and Specialty e-Tail

Tue, Jan 29, 2008

(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 [...]

Sunpower Seems Unreasonably Slaughtered

Tue, Jan 29, 2008

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

Tue, Jan 29, 2008

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

Mon, Jan 28, 2008

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 [...]

2007 M&A Overview

Mon, Jan 28, 2008

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

Juniper Continues to Grow Confidently

Mon, Jan 28, 2008

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% [...]

House of Cards

Sun, Jan 27, 2008

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

Sun, Jan 27, 2008

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.