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Blog » Archive for October, 2007

QualComm: The Nokia War

Posted on Friday, Oct 12th 2007

By Vijay Nagarajan, Guest Author Over the past few articles, I have taken a look at QualComm’s potential revenue flow over the next few years if it got its way. Before I proceed to look at the effect of the lawsuits and the industry consolidation on the company’s revenues and long term interests, I wish

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Web 3.0 & NYT (Part 5)

Posted on Friday, Oct 12th 2007

Conclusion NYT is working on organizing its online business on the basis of key verticals, which will allow it to extend its popular classifieds sections like auto, jobs, real estate, travel, and entertainment, increase user engagement and aid in monetization of the sites. The partnership with Monster to build its online recruitment product offering is

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TeleWebSales: A Methodology Discussion with Anneke Seley (Part 9)

Posted on Friday, Oct 12th 2007

SM: Closing deals on the phone … there are people who don’t know anything about selling by phone, and would probably tell you that you cannot close deals on the phone. That isn’t true. But there is probably a threshold of how big of a deal can be closed on the phone. AS: I’m loath

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Verisign Needs to Acquire

Posted on Thursday, Oct 11th 2007

Verisign (VRSN) provides services for the security of business activity over networks and the Internet. The company consistently relies on its core existing programs of domain registry and SSL certificates to produce results. Is it enough to continue to increase shareholder value? The company has two divisions: the Internet Services Group (ISG) and the Communications

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Web 3.0 & NYT (Part 4)

Posted on Thursday, Oct 11th 2007

Acquisition Targets NYT has been making small investments and acquisitions in the online space for the past few years, tipping its toes into the online waters. The Company’s biggest acquisition in this space has been About.com in March 2005, which has been paying off handsomely. The Company has partnered with Monster which now powers the

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Venky Harinarayan on Kosmix and Vertical Search (Part 4, final)

Posted on Thursday, Oct 11th 2007

SM: How did you finance the different phases of the company? VH: Our company is funded by VCs, Accel and Lightspeed, and private individuals such as Jeff Bezos of Amazon.com and Bill Miller of Legg Mason. SM: What financing stage are you at right now? VH: We feel like we are fully funded, so we

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TeleWebSales: A Methodology Discussion with Anneke Seley (Part 8)

Posted on Thursday, Oct 11th 2007

SM: Can you talk about suspect to prospect qualification? I know you are a world expert on this! AS: Somebody who is a suspect, and you do not know whether they are qualified, you don’t know what questions to ask. In other words, don’t spend a lot of time asking a lot of questions that

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Taking Stock

Posted on Wednesday, Oct 10th 2007

Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale

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