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Blog » Archive for July, 2007

In The Shadows Of Iraq: Qubad Talabani (Part 5)

Posted on Wednesday, Jul 4th 2007

Continuing on the same theme, I now delve more into the entrepreneurial / venture capital opportunities. This region is actively looking for external investments, and simply because of the vast natural resources there, they are very likely to receive investments in the energy industry. I have also noticed over time that entrepreneurial spirit exists is

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Narayan Murthy’s Speech at NYU (Part 1)

Posted on Wednesday, Jul 4th 2007

[N R Narayan Murthy, chief mentor and chairman of the board, Infosys Technologies, delivered a pre-commencement lecture at the New York University ( Stern School of Business) on May 9. It is a scintillating speech, Murthy speaks about the lessons he learnt from his life and career.] Dean Cooley, faculty, staff, distinguished guests, and, most

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The Middle Kingdom’s Middle Class

Posted on Tuesday, Jul 3rd 2007

From McKinsey Quarterly: A social revolution will soon transform China, and multinationals that do business there can’t afford to ignore it. So far, they have mostly focused on the country’s tiny minority of urban-affluent consumers. But as more Chinese migrate to the cities for higher-paying work, they are steadily climbing the income ladder. By 2011,

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Citrix’s Collaboration Business Offers Strategic Options

Posted on Tuesday, Jul 3rd 2007

I wrote about Citrix being an acquisition target for Oracle recently on the grounds of their on-demand collaboration product suite. Since then, I did a bit of digging on the numbers for the Citrix Online business. Whereas Citrix (NASDAQ: CTXS) is primarily an enterprise software company with: * $1.134B revenue 2006 * 60 million users

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Cracking the Online Video Monetization Nut: Adap.tv CEO Amir Ashkenazi (Part 10)

Posted on Tuesday, Jul 3rd 2007

We conclude our conversation with a brief discussion about Google, and any potential impact it may have on Adapt.tv, including competing for talent. SM: Which companies are out there that you find interesting, who have good approaches, besides yourselves? AA: We obviously think the approach should be viewer friendly, effective monetization. I think it is

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Web 3.0 & Group Travel: Groople CEO Mike Stacy (Part 3)

Posted on Tuesday, Jul 3rd 2007

SM: How big is the market? How do you calculate TAM? MS: In 2007 the groups and meetings market is forecasted to be $170 B. The travel portion, $92B. (Source: Phocus Wright) SM: What are your top target segments? MS: Small to Medium size companies (we also get business from Fortune 500 companies), Sports Teams,

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In The Shadows Of Iraq: Qubad Talabani (Part 4)

Posted on Tuesday, Jul 3rd 2007

Countries such as Iraq, which have not been involved in a capitalistic economic circumstance, are going to experience growing pains as they attempt economic development. Among the most important requirements will be access to capital, and likely in case like this, access to microfinance. My first question about the banking capabilities in the area reveal

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iPhone’s Inside Beneficiaries

Posted on Monday, Jul 2nd 2007

The first few attempts at understanding the guts of the iPhone have started emerging. Here are 2 pieces that take a crack at the topic from EETimes and TechOnline. Key points on the iPhone’s components are below:

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