Blog » Archive for May, 2008

Deal Radar 2008: Daptiv

Thu, May 29, 2008

Daptiv is one of the leading on-demand collaborative business software that allows companies of all sizes to transform their mid-office business transactions. Daptiv provides solutions which simplify employees’ daily association and communication while dramatically reducing the difficulty of managing multiple teams, projects and tasks.

Bringing Banking To The Cell Phone Masses : Obopay CEO Carol Realini (Part 6)

Wed, May 28, 2008

SM: Do you maintain relationships with multiple banks or a single bank? CR: We have relationships with multiple banks which is similar to how PayPal uses two banks. They use Chase and Wells Fargo. Historically companies buy wholesale services from different providers and, depending on their capabilities, buyers can be selective where they go for [...]

Can ST Become Fabless?

Wed, May 28, 2008

Yesterday, Vijay Nagarajan completed his in-depth of analysis of ST Microelectronics . I will review his analysis as well as STM’s recent financials in this post.

Deal Radar 2008: Bill.com

Wed, May 28, 2008

Bill.com is targeted towards small and medium sized businesses, their accountants and bookkeepers, to help them send, receive, route, pay and store bills. The company recently changed its name from CashView.

Bringing Banking To The Cell Phone Masses : Obopay CEO Carol Realini (Part 5)

Tue, May 27, 2008

SM: Can you deposit into the cell phone account? CR: You can’t do that and nobody has asked us for that. Behind the scenes the money is always in a bank. When I send you money you as the user have to make a decision. Do you want to keep the money on the phone [...]

ST Microelectronics: Valuation

Tue, May 27, 2008

By Vijay Nagarajan, Guest Author I value ST Microelectronics at just under $15 per share. This is about 30% more than its current value. Its strengths include its broad portfolio, its position in the strengthening European block and its resultant wireless business outlook. The operating constraints caused by STM’s geopolitical ties are growth deterrents. Its [...]

Deal Radar 2008: PayCycle

Tue, May 27, 2008

PayCycle provides online payroll services for small businesses and for the accounting professionals who serve them. Their mission is to make paper-based payroll obsolete. Using a unique Do-It-With-You model, they guide users through the entire payroll procedure online – from paychecks to W-2s. The company has highly experienced professionals who have previously developed products like [...]

Doerr and his White Male Nerds

Tue, May 27, 2008

I saw this line in the San Francisco Chronicle recently: John Doerr likes to invest in “white male nerds who’ve dropped out of Harvard or Stanford, and they have absolutely no social life.” Sad.