The Microsoft–Yahoo! Deal
Wed, Jul 29, 2009
Last week I wrote Yahoo! Going Nowhere, “So far, I have seen absolutely NOTHING from Carol Bartz on a compelling strategy.”
Chipmakers Gain Market Share Despite Losses
Wed, Jul 29, 2009
As per iSuppli, even as the wireless chip market tanked in 2008, chipmakers Qualcomm (NASDAQ:QCOM) and ST-Ericsson turned in strong performances and gained market share. Broadcom (NASDAQ:BRCM) also increased its share marginally while Texas Instruments lost market share. Let’s take a look at their recent performances.
Deal Radar 2009: Skyline Solar
Wed, Jul 29, 2009
Skyline Solar Inc. manufactures High Gain Solar (HGS) arrays which use silicon cells, durable reflector materials and single axis tracking into a single system. Skyline HGS claims to deliver ten times more energy per gram of silicon than traditional flat panel systems in sunny locations. Systems are built primarily out of commodity materials, which improves financial payback and [...]
Driving Solar Growth Through Financing: SolarCity CEO Lyndon Rive (Part 7)
Tue, Jul 28, 2009
SM: What is your plan, at this point, for the continued evolution of SolarCity? LR: To continue educating the way we have been doing, and to innovate in expansion areas so that we can bring clean power to more homeowners in more locations. We want to bring as much clean solar power to as many [...]
Smartphones Pulling AT&T and Verizon
Tue, Jul 28, 2009
In its second quarter results, AT&T (NYSE:T) reported that it activated 2.4 million iPhones in the quarter and its total number of iPhone customers is 9 million. It is not just AT&T that has benefited from the iPhone, even Verizon (NYSE:VZ) has benefited from the spurt in smartphones created to challenge the iPhone and the [...]
Driving Solar Growth Through Financing: SolarCity CEO Lyndon Rive (Part 6)
SM: Is there a bottleneck for the scaling of solar power adoption in the US or the world? LR: In the US there absolutely is. The biggest is financing. Back in 2008 you could establish one $300 million fund and get multiple projects done through that. Those days have come and gone.
Amazon: After Zappos, Who Else?
Mon, Jul 27, 2009
Amazon (NASDAQ:AMZN) put the right foot forward when it acquired Zappos last week for $928 million, clearly indicating their belief in the need for a verticalized offering with better margins. It was a move I had been championing for quite a while. Though their recent quarterly results were somewhat disappointing, I still believe Amazon has [...]
Deal Radar 2009: HSA Global
Mon, Jul 27, 2009
HSAGlobal provides a SaaS platform for the long-term condition management and chronic care management segments of healthcare internationally. The web-based software addresses the requirements of providers and clients in the home and community care, long-term and aged care, mental health care, chronic care and corporate wellness segments of the health sector.
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