Comcast Pursues Roll-Up Strategy
Wed, Aug 27, 2008
Comcast (CMCSA) has been managing to beat the economic downturn. Its quarterly performance and the rising stock price are indicative of the company’s execution strength.
Building Indian Mobile Banking: mChek CEO Sanjay Swamy (Part 5)
Tue, Aug 26, 2008
SM: Are other telecom operators adopting this model? What is the business model of your relationship with the telecoms? SS: mChek’s vision is to be a global consumer payments brand. The business model is inherently transaction-based, where we receive a percentage of the transaction. Over a period of time other telecom operators will be launching the product, [...]
Top 12 Consumer Internet Stocks
Tue, Aug 26, 2008
My thesis on Web 3.0 is based on the verticalization of the web around specific Contexts. Here is a top 12 list of Consumer Internet stocks, some of which, to varying degrees, understand how to create a business around a vertical context.
Deal Radar 2008: Dimdim
Tue, Aug 26, 2008
Dimdim is a web-based conferencing service. Unlike other online conference platforms, Dimdim does not require users to download any client – a big win over the competing offerings from WebEx, Adobe, and GoToMeeting.
Building Indian Mobile Banking: mChek CEO Sanjay Swamy (Part 4)
Mon, Aug 25, 2008
SM: When you joined, was it a commercially viable solution? SS: There was a big gap between the concept and a commercially ready solution. We had investments and a team and had to take the idea and build it into a large-scale enterprise system. That took 18 months.
Newspaper Stocks: NYTimes, Gannett, McClatchy
Mon, Aug 25, 2008
US newspaper stocks have been facing the brunt of worsening economic conditions and the attack from digital media. The main source of their revenues – vertical classifieds – have steadily been moving online. Their response should be to invest in and acquire online verticals, which has happened to some extent. Not enough, though. The latest [...]
Deal Radar 2008: Telanetix
Telanetix is a communications service provider which offers telepresence and VoIP services to businesses. The company was founded by Thomas A. Szabo, Rob Arnold, and Bob Alford in 2001 and is headquartered in Bellevue, Washington. The trio had previously worked together on digital distribution provider Digital on Demand and multimedia solution provider RedDotNet (both of [...]
Building Indian Mobile Banking: mChek CEO Sanjay Swamy (Part 3)
Sun, Aug 24, 2008
SM: When did you finally move back to India, and when did you decide to do mChek full time? SS: We moved back in 2003. Initially, I came to the conclusion that the business was not viable at that point, largely due to Indian regulatory issues. I ended up starting up the Indian operations for Ketera [...]
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