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Blog » Archive for September, 2007

Nvidia Riding the Graphics Boom

Posted on Thursday, Sep 20th 2007

Nvidia’s (NASDAQ: NVDA) recent 3:2 stock-split on 9/10 must have helped, but the stock’s rally, this week, has more to do with Nvidia’s robust showing in the Q2/07 results. Net earning of $172.73 million ($0.43 a share) on a revenue of $935.3 million is almost double that of $86.7 million ($0.22 a share) in Q2/06

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Eric Benhamou: The Saga Of Palm (Part 9)

Posted on Thursday, Sep 20th 2007

SM: You were losing market position at this point. Did you ever consider selling to Apple? EB: There might have been an opportunity to do that before the iTune/iPod product division was too far along, but I do not think this became a real opportunity in the timeframe that would have interested us. Had we

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Innovation in Sales Prospecting: InsideView CEO Umberto Milletti (Part 4)

Posted on Thursday, Sep 20th 2007

SM: How big is the market? How do you calculate TAM? What is your business model? UM: One way to calculate TAM is by the money available to spend today on sales intelligence. This includes licenses to database information, such as Hoover’s. There’s about $5-10 billion spent today on this in the US market alone.

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Web 3.0 & IAC (Part 3)

Posted on Wednesday, Sep 19th 2007

Web 3.0 Framework discussion Context IAC has done a very good job on the context front. Whether, it is Match.com, RealEstate.com, CollegeHumor.com, Ticketmaster.com or Shoebuy.com, the Company has got the context bang on. Chemistry.com for example has the patent-pending Chemistry Profile™ personality assessment! If you are looking to give the perfect gift to your boy-friend

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AMD Needs a Multi-Core Killer App

Posted on Wednesday, Sep 19th 2007

After it released its first dual core Opteron for servers on April 21, 2005 followed by the Athlon 64 X2 for desktops a month later, Intel released its first dual core, the Pentium Extreme Edition. Around the same time, AMD splashed full-page ads in newspapers calling upon the bigger rival to join a duel to

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Eric Benhamou: The Saga Of Palm (Part 8)

Posted on Wednesday, Sep 19th 2007

SM: What is Ed Colligan’s area of expertise? EB: He contributed a lot in the marketing front of the company. That was his main contribution. Ed was a first time CEO. The board felt he could preserve the innovation skills that had characterized the success of the early Palm days as well as Handspring, while

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Innovation in Sales Prospecting: InsideView CEO Umberto Milletti (Part 3)

Posted on Wednesday, Sep 19th 2007

One of the things I did when I designed the Intarka product was that I went and interviewed tons of really good sales people to understand the various kinds of tactics they use to prospect. To this day, this experience has always helped me in my various business development activities, and has today become second

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Web 3.0 & IAC (Part 2)

Posted on Tuesday, Sep 18th 2007

Vertical Strategy IAC is present in some of the most promising verticals like Dating & Matchmaking, and Real Estate among others. The Company is looking at expanding its verticals both through organic and M&A means. We will discuss the Company’s offerings in the different verticals in the following paragraphs. Dating & Matchmaking Match.com is the

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