SAP in India

We’ve had a lot of discussion on this forum about why there are no Technology Product Companies in India, and why such companies are needed. Let’s take a look at a company that is selling lots of technology products in India, and intends to sell even more: SAP. Recently, the Economic Times reported about SAP’s

Read Full Article »

Featured Videos

Geni: Addictive, Yes, BUT $100 Million Valuation?

George Zachary just invested $10 Million in Geni at a $100 Million valuation. Geni has already received a lot of coverage, so instead of reiterating its basics, let me just point you to a few: Venturebeat, NextNet, Techcrunch . It’s certainly not first to market. Acc. to Venturebeat, “Geni is the latest in a long

Read Full Article »

Navteq: Bright Future if Managed Well

Navteq is an interesting company that “provides digital map information, and related software and services for use in various navigation, mapping, and geographic-related applications, including products and services that provide maps, driving directions, turn-by-turn route guidance, fleet management and tracking, and geographic information systems. The company offers these products and services to end users by

Read Full Article »

Should Dell Acquire Palm?

I wrote two pieces recently discussing potential turnaround strategies for both Dell and Palm. :: The world is moving to a place where the laptop needs to become much more than just a laptop. An integrated mobile device is in the cards, that is the combo PC-Phone-Music Box. May be, even Camera. Dell needs to

Read Full Article »

Cisco’s Slim Down Program

On a few occasions, recently, the topic of Cisco’s inevitable lay-offs in Silicon Valley came up. It is true, that Cisco is a FAT company, with a very large (and expensive) workforce in the valley. However, the big new market opportunities in front of Cisco are all in the emerging, developing markets, and there, the

Read Full Article »

Rearden Commerce: Contextual Services

I have written a few framework articles recently, defining Web 3.0 and Enterprise 3.0. I also wrote a piece towards the end of 2005, called What is this Sea Change? In this article, I am going to start coverage on a very interesting company called Rearden Commerce, which touches upon many of the concepts we’ve

Read Full Article »

Indian Incubator Fund: Specs (Part 2)

We dicussed the “Problem” in the last part. In this one, let’s discuss the “Entrepreneur”. Again, I’ll tell you a story from my own experience. My advisor at MIT, Prof. Anant Agarwal, was (is) also an entrepreneur. So, when I walked into his office one day in 1994, and declared that I wanted to finish

Read Full Article »

USA Today’s Step Forward

I wrote Newspapers, Roll Up! last week. Today, USA Today, one of Gannett’s (GCI) top holdings, announced a massive overhaul. From Steve Rubel’s piece: “The notable additions include: reader comments on every story, the ability to create a profile page that can be shared with others, citizen journalist photos, story tagging and digg-like recommendation buttons.”

Read Full Article »