Blog » Archive for March, 2008

Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 10)

Sat, Mar 29, 2008

SM: Zazzle and CafePress are not going after personal memories or families. JH: Not in the same sense. It is personal publishing. They use different backend technology, being heat transfer method versus digital print technology. From a ecommerce standpoint, there area lot of similarities. We advertise online, run a ecommerce company, own our manufacturing and [...]

Forbes Column 08: The Next Indo-China War

Fri, Mar 28, 2008

Here’s my new Forbes Column: The Next Indo-China War. I look forward to your comments and perspective on the issues discussed in it.

Texas Instruments: Mobile Market Strategy

Fri, Mar 28, 2008

By Vijay Nagarajan, Guest Author I mentioned in the last segment of this series that I was not happy with TI’s wireless and mobile market strategy. Let me try to explain why.

Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 9)

Fri, Mar 28, 2008

SM: What do you think of SmugMug? It is very popular. JH: It is popular for us because we are in the valley. When you look at the grand scheme of things, they are still a relatively small company with about $10M in revenue. I think what they have done well is they said in [...]

Oracle’s Next Frontier

Thu, Mar 27, 2008

In my last post on Oracle (Nasdaq: ORCL), we observed that Oracle is wary of getting into SaaS due to the high cost of sales and long lead time to profitability. However, with increasing momentum in the SaaS market, it is striving to keep its on-demand solution competitive. It recently upgraded its Siebel CRM On [...]

Texas Instruments: Wireless Woes

Thu, Mar 27, 2008

By Vijay Nagarajan, Guest Author In the last two parts of this series, I looked at TI’s position in the analog and DSP markets. We also concluded that the OMAP was central to TI’s wireless strategy. I am afraid that TI has put all its eggs in this one basket, and has perhaps miscalculated the [...]

Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 8)

Thu, Mar 27, 2008

SM: Why didn’t Flickr elect to work with you? JH: At the time we were competing with Yahoo Photos, and Flickr chose a small company who is producing product as their outsource manufacturer. That small company has signed up a number of sites who in the early days thought they were competing with Shutterfly. They [...]

Viacom Making the Right Moves

Wed, Mar 26, 2008

Viacom Inc (VIA) announced their Q4 results last month end. If there were any fears of economic slowdown having hit the media industry, Viacom’s results surely wiped them out. Compared to the previous year, Q4 revenues of $4.25 billion recorded an impressive 19% increase and beat market expectations of $4 billion. The increase was visible [...]