Good Networking and Telecom Blogs
Here’s a quick survey of blogs in the networking and telecom domains that we like. Do you have some to add?
Good Web 2.0 / Web 3.0 Blogs
Sat, Jan 26, 2008
Okay, so let’s do a quick survey on what we read to keep on top of Web 2.0 / Web 3.0. Here are some from my feed reader. Do share what you like.
What Does India’s Middle Class Want?
Sat, Jan 26, 2008
McKinsey says, they want a more comfortable life, and to be able to spend more on discretionary stuff.
John Donahoe’s Early Thoughts
Fri, Jan 25, 2008
We are all trying to second guess what John Donahoe wants to do with eBay. NY Times’ Saul Hansell says that he plans to focus on better Search. Not a bad starting point. I hope this won’t be one of Jerry Yang’s “we want MyYahoo to be the starting point of your lives” vision without [...]
Deal Radar 2008: Amie Street and the Twenty First Century Renaissance
Fri, Jan 25, 2008
AmieStreet.com is an online music destination that allows (a) musicians to release, (b) music fans to discover, and (c) listeners decide the price they would like to pay for new and independent music over the Internet. The site has excellent music. In August 2007, Amie Street raised an undisclosed amount of Series A round of [...]
Will Netflix Survive iTunes Movies?
Fri, Jan 25, 2008
Amidst weak economic conditions, Netflix reported a solid 4Q07 beating the street’s expectations. Revenues in 4Q07 was $302.4 million, up 9% y-o-y. Gross Profit margin was 33.8% compared to 38.9% a year ago. Net profit increased to $15.8 million, up 6% driven mainly by a 9% q-o-q decline in Subscriber Acquisition Cost (SAC) to $34.60, [...]
Polycom Surprises Wall Street
Thu, Jan 24, 2008
Yesterday, Polycom, Inc. (NASDAQ: PLCM) reported its results for Q4 and fiscal 2007 that ended Dec. 31. Earlier coverage on the company is available here and here. My in-depth interview with CEO Bob Hagerty is here. For Q4, net revenues were $263.3 million, up 41% y-o-y and 9.7% q-o-q. GAAP net income was $22.8 million, [...]
What is John Donahoe’s Gameplan with eBay?
Thu, Jan 24, 2008
The big news this week is eBay’s CEO change. Meg Whitman retires, John Donahoe will be taking her place. There is wide-spread skepticism about John Donahoe’s choice as the successor to Meg Whitman. We just completed a comprehensive analysis of eBay’s business and a comparative analysis of eBay vs. Amazon.
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