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Blog » Archive for March, 2007

The Path to Entrepreneurship

Posted on Friday, Mar 9th 2007

I went to Stanford on Wednesday to give a lecture to a class of 60 students at the Department of Management Science and Engineering. The course was “Creativity and Innovation”, taught by Professor. Riitta Katila, who invited me to speak about Entrepreneurship. It was interesting for me to observe what’s top-of-mind for a cross-section of

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Turn Around Series: Jerry Rawls, Finisar (Part 1)

Posted on Thursday, Mar 8th 2007

I recently had the opportunity to talk with Jerry Rawls, the CEO and co-founder of Finisar, about his experiences during the past two decades. While technology companies are accustomed to volatile market places and constant change, Jerry guided Finisar through arguably the most volatile market environment in history. In this interview he takes us through

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Microsoft’s Growth Strategy Revisited

Posted on Thursday, Mar 8th 2007

On April 10, 2005, almost immediately after I started this blog, I had written a piece called Microsoft’s Two Should-Be Acquisition Candidates, from the point of view of addressing the growth trends in the SME markets. The two candidates were: Autodesk (ADSK) and PayChex (PAYX). I have to pay close attention to Microsoft, since my

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Semel’s Compensation: Addendum

Posted on Thursday, Mar 8th 2007

I got this email below from Outcast PR in response to the piece I wrote yesterday. Looks like Yahoo’s PR agency has been chartered to find all the articles on Semel’s pay, and “address” them. :: Hi Sramana, I was hoping you could make a correction to your piece in Seeking Alpha on Terry Semel’s

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The Case for IPTV in India (Part 2)

Posted on Thursday, Mar 8th 2007

By Dharma Kuthanur, Guest Author [Part 1] Broadband prices are steadily declining and already very much within the reach of the middle-class. Today, basic broadband services start as low as $5-6 per month; these often include a cap on total download volume and unlimited use packages are priced at much higher levels ($20 & up).

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Concept Arbitrage: Navteq

Posted on Thursday, Mar 8th 2007

As I wrote the Navteq piece, it struck me that the entire address data and mapping services category is a great one for India, and ripe for a Concept Arbitrage. A personal anecdote. Every time I visit India, and I go to visit relatives in North Calcutta, I wonder how on earth would I navigate

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What Is The Basis of CEO Pay?

Posted on Wednesday, Mar 7th 2007

WSJ reports on Yahoo’s CEO compensation: :: Terry Semel, the chief executive of Yahoo Inc., received a 2006 bonus of $25.7 million in stock, representing 80% of the maximum he was eligible to receive even as the firm’s share price fell by more than a third during the year. Yahoo struggled in the year as

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The Case for IPTV in India (Part 1)

Posted on Wednesday, Mar 7th 2007

by Dharma Kuthanur, Guest Author If you look at different elements of the quadruple play (wireline, wireless, broadband and cable TV), the Indian urban consumer has abundant choices for wireline, wireless and broadband services. In fact, in most areas, there is vibrant competition with 3-4 different service providers vying for the consumer – more choice

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