Web 3.0 = (4C+P+VS) = YahooBAY

On September 8th, 2005, I wrote a piece called YahooBay, not SkypeBay, as eBAY prepared to buy Skype. Since then, eBAY has stabilized, their core auction business is doing better, although Skype still remains a relatively unmonetized asset. I hope this changes relatively soon, since I am a shareholder, but I still maintain, it is

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Serial Entrepreneur: HP Michelet (Part 8)

Coming from a strong finance background, here we see how HP and his partners make decisions from both the perspective of the investor and the entrepreneur. This makes for a very interesting study.

Is Cadence Growing at the Expense of Magma?

I have written extensively about the structural dysfuctions of the EDA industry in Future of EDA, Future of EDA: Addendum. The only two growth areas in the EDA market are Design for Manufacturability / Yield (DFM / DFY) and the pre-synthesis part of the flow that includes system-level design, hardware-software codesign, and prototyping. It turns

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Serial Entrepreneur: HP Michelet (Part 7)

We continue to explore the foundations of HP’s involvement in ERI. The company came close to going out of business many times in the last 13 years. Somehow, however, the guys who were writing the checks – including HP himself, kept writing those checks!

Serial Entrepreneur: HP Michelet (Part 6)

Over the last five parts, I interviewed HP to extract the full significance of his innovation. After all, Reverse Osmosis and Osmotic Power are not exactly my own core competency areas, so I needed him to walk us through the market landscape, the ROI factors, and the general business eco-system dynamics. As I did that,

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Tiffany vs. Blue Nile

Both Tiffany (TIF) and Blue Nile (NILE) sell diamonds. Tiffany, however, is a high end brick and mortar retailer, against Blue Nile’s scrappy online play. Let’s look at how their stocks have done, ever since Blue Nile became public in the spring of 2004: The graphs show a dramatic similarity, raising the question: Does Online

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Ah, Plant Trees And Get Tax Concessions!

By Satish Dey, Guest Author You may be thinking that it must be a joke. I, too, accepted the news appearing in Economic Times with a pinch of salt. It says the government or more precisely the ministry of Environment and Forests is contemplating to offer tax concessions as incentive for afforestation.

Chiat Day: Bravo!

Seldom does an Ad campaign make you really sit up and watch. TBWA \ Chiat \ Day has consistently produced campaigns on behalf of Apple, that make us do just that. I just saw the latest MAC versus PC Security ad on TV. It’s just brilliant!