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Blog » Archive for November, 2007

Gumby Is My Main Man

Posted on Thursday, Nov 8th 2007

by Richard Laermer, Guest Author Ah yes, it was a long, long time ago. In the 1950s and 60s, the green Gumby and his pal Pokey were TV fixtures as they joyfully lived the adventures kids dreamt of: going to the moon, jumping in and out of books’ fanciful tales, hanging out with people from

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Web 3.0 & Walt Disney (Part 3)

Posted on Wednesday, Nov 7th 2007

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Walt Disney sites. We have not gone into the details of all the properties, but you can review the Web 3.0 section of this site for detailed discussions on some of the vertical categories. Context We all know that

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Cognizant’s Growth Will Come From Europe

Posted on Wednesday, Nov 7th 2007

Cognizant’s (CTSH) 45,500 employees provide global IT and business process outsourcing services, including in financial services (up 49% YoY), healthcare (up 62% YoY), and retail/manufacturing/logistics (48% YoY). With a 62% YoY growth, the question is will Cognizant maintain its speed into Q4, especially with the current market jitters? Q2 revenue posted at $516.5 million, up

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QualComm: Epilogue

Posted on Wednesday, Nov 7th 2007

By Vijay Nagarajan, Guest Author “The technology we are enabling continues to have a growing and positive impact on people’s lives around the world.” – QualComm 2006 Annual Report This vision, which I share with the San Diego giant, has been its differentiator, the path to its engineering leadership. In this series so far, I

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Making SMEs Run Smoothly: René Lacerte’s Cashview (Part 10)

Posted on Wednesday, Nov 7th 2007

SM: I think you are being very smart with your hiring. Executives cost money, unless they are founding executives and are willing to work for equity. RL: They cost money, that’s for sure. When I look at all of the businesses my family has started, everyone else has had the money in their back pocket

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Incubators in India?

Posted on Tuesday, Nov 6th 2007

I wrote a piece back in February called India Needs More Incubator Funds. I’d like to hear from investors and entrepreneurs who have a perspective on the topic, since I am working on some follow-on research on incubators for India. Please write to me here. Before you write to me, however, I would appreciate if

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Web 3.0 & Walt Disney (Part 2)

Posted on Tuesday, Nov 6th 2007

Vertical Strategy Walt Disney operates various Internet properties that cater to a large cross-section of the society. It’s popular sites are Disney.com, FamilyFun.com, Movies.com, ESPN, etc. We will take a look at the Company’s various online verticals below. Disney operates a host of sites in the entertainment space that caters to both the young and

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QualComm: More on Valuation

Posted on Tuesday, Nov 6th 2007

By Vijay Nagarajan, Guest Author As I mentioned in my last article, QCOM has been pro-actively chasing more silicon with diversification efforts and aggressive development. There are a some key attributes to note – All the extra growth comes from its semiconductor business. Though at lower margins, it is a no litigation, no risk income.

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