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Blog » Archive for December, 2007

Good Technology Stock Blogs

Posted on Tuesday, Dec 18th 2007

As you know, I cover pretty much the entire spectrum of Technology Stocks. Here are some others who do a good job on the topic, and I read some of their work to stay on top of the market, myself. I must say, however, that it is becoming increasingly challenging to read everything that one

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Web 3.0 & Google (Part 1)

Posted on Monday, Dec 17th 2007

Introduction Google is the world’s largest search engine and online advertising network. Founded in 1998 by Stanford Ph.D. students Larry Page and Sergey Brin, Google today is a top web property in all major global markets. It is the largest American company (by market capitalization over $217 billion) that is not part of the Dow

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Atheros and the u-Nav gambit

Posted on Monday, Dec 17th 2007

By Vijay Nagarajan, Guest Author I have, so far, refrained from expressing my opinions about my company, Atheros Communications (ATHR). But yesterday, we announced that we will acquire u-Nav Microelectronics for $54 million that includes $15.4 million in cash and 1.28 million shares of Atheros common stock. This news has forced me out of my

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Are We Risk Averse?

Posted on Sunday, Dec 16th 2007

Michael Arrington’s blog is normally a News venue. It doesn’t carry a lot of thoughtful analysis. However, he wrote an article recently called The Twice Shy Entrepreneur which is thought provoking. His core question is, are the entrepreneurs who were around before the dotcom crash risk averse compared to those that came after the crash?

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Enterprise Software & Sex Appeal

Posted on Sunday, Dec 16th 2007

Nick Carr, Robert Scoble, Michael Krigsman squabble over whether Enterprise Software should be designed to be sexy, cool and fun. Shouldn’t everything be designed that way? No wonder Enterprise Software has poor adoption despite millions of dollars spent!

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Mercado Libre: Epilogue

Posted on Sunday, Dec 16th 2007

I spent a lot of time locked up in a room with the Mercado Libre team recently, and came away with the following observations: * It is a very strong brand. Random “normal” people I asked about the company were familiar not only with the brand, but also knew what they did. * The competitive

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eCommerce Spending

Posted on Saturday, Dec 15th 2007

Comscore reports that eCommerce Spending is going gangbusters this year. eCommerce spending for the first 39 days of the holiday shopping season is up 18% from the same period last year, to $18.79 billion. And by the way, this is by mostly shopping on company time!

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eBay of Latin America: Mercado Libre CEO Marcos Galperin (Part 8)

Posted on Saturday, Dec 15th 2007

SM: How does the entrepreneur network in Latin America work? Are there many entrepreneurs in Latin America now? MG: Yes, there is a foundation called Endeavor Foundation. They select entrepreneurs in their region and then supports them. This foundation was founded by Linda Rosenburg and Peter Kelner, two Harvard graduates. They got the big private

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