SM: Travel is a “context” that has great relevance for your business. JH: We think about that opportunity a lot. What is nice about our business is our customers engage with us frequently throughout the year. We drive our business in a couple of ways. First, you have your typical holidays.
In my last post on Palm, Inc. (Nasdaq:PALM), I had said that 2008 would be a breakthrough year for Palm’s turnaround, as Jon Rubinstein works through a new product cycle to resuscitate the company.
So, here’s a question … if Mark Zuckerberg came to you with a powerpoint explaining his vision for Facebook, would you have funded his seed round?
[This discussion is getting really interesting ... please chime in, folks ...] I am trying to figure out the seriousness of something that I see is going on in Silicon Valley and elsewhere. I need your help to understand the phenomenon, and would appreciate if you engage in this thread and offer your perspective. VCs [...]
Even though I have been a prolific writer on Yahoo!’s strategy, you have not heard me say much recently about Microsoft’s bid to acquire Yahoo! after the initial analysis, since I have believed that the deal will happen, no matter what. [Microsoft's Masterful Maneuverings and Yahoo!'s Turnaround Strategy summarizes my position]. Well, Kara Swisher says [...]
SM: What are your margins on the photo book business? JH: We do not disclose margins specifically. What we report to Wall Street are prints which are all prints from wallet size to the 20×30 pictures, and personalized products and services, and that’s how cards, calendars and photo books are counted. What we have said [...]
I did an interview earlier with LeapFrog’s CEO Jeff Katz where he talked about his strategy on trying to turn around LeapFrog, a leading educational gaming products manufacturer. Recently LeapFrog (NYSE: LF) announced their Q4 results. Their numbers still haven’t turned profitable, but they seem to be on track with the turnaround.
Chip stocks have all been beaten up. We’ve looked at several money-making opportunities in the carnage. Broadcom looks even more like a Bargain at under $17. Qualcomm still shows headroom at $38.27. Interdigital is a funny company that could make you beaucoup money. So what about Marvell?
