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Blog » Archive for January, 2008

Trend Radar 2008: Offshoring

Posted on Friday, Jan 11th 2008

Did you know, China now offshores manufacturing to Vietnam? If Pakistan behaved itself, may be India would start offshoring some call-centers over! In 2008, outsourcing, offshoring and globalization are likely to continue as major trends. Rising wages in the most popular offshore centers (especially Bangalore), are eroding the cost advantage that drove this business to

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Time Warner’s Restructuring

Posted on Thursday, Jan 10th 2008

Time Warner’s (NYSE: TWX) shares have gone nowhere during the past five years and shareholders have been crying for radical action. The Company has appointed Jeff Bewkes as the new CEO. He is expected to turnaround the entertainment conglomerate by taking some tough decisions. Here’s what I think Time Warner should do.

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Deal Radar 2008: Zillow

Posted on Thursday, Jan 10th 2008

Rich Barton and Lloyd Frink, founders of Expedia, launched Zillow, a real estimate site in Feb 2005. Zillow is known for providing free home valuations called Zestimates, which are somewhat accurate. Zillow also provides house specs, graphing, mapping, and analysis tools. Zillow launched Smart Search along with enhanced Neighborhood Pages that makes it easier for

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Trend Radar 2008: SaaS Impact on IT Infrastructure

Posted on Wednesday, Jan 9th 2008

As we go into the era of broader SaaS adoption inside the Enterprise, the CIO’s office has some new headaches coming, although overall, a simplification of the IT infrastructure is on course. Imagine. You are the CIO of a Fortune 500 company. Your organization has deployed Salesforce.com for CRM, Concur for Travel, Webex for Collaboration,

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Trend Radar 2008: SaaS in SME

Posted on Tuesday, Jan 8th 2008

We discussed the rise of On-Demand Software-as-a-Service (SaaS) in the enterprise as a 2008 trend. However, SaaS will rise in the Small-Medium Enterprise (SME) markets as well.

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Deal Radar 2008: LinkedIn Should Roll-Up Jobs

Posted on Tuesday, Jan 8th 2008

LinkedIn is a professional business networking site founded by Reid Hoffman in 2003. It allows members to showcase their profiles and caters to the age 25-65 professionals demographic. It generates revenues via subscriptions and advertising. Recruiters use the site to tap talent, and is LinkedIn’s primary revenue generating segment. In 2003, LinkedIn secured $4.7 million

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Time to Buy Comcast?

Posted on Monday, Jan 7th 2008

2007 has been a terrible year for Comcast (Nasdaq: CMCSA), the stock having lost over 35% value. Is it time to buy or does it have more downside? For one thing, Comcast is not going away. It dominates the US multi-channel television market, serving more than 21 million customers with an HFC network that passes

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Trend Radar 2008: SaaS in the Enterprise

Posted on Monday, Jan 7th 2008

A Gartner report from August 2007 predicted that SaaS adoption in the Enterprise will be rising at a 22% CAGR through 2011. Worldwide total software revenue for software as a service (SaaS) within the enterprise software markets is projected to surpass $5.1 billion in 2007, a 21 percent increase from 2006 revenue ($4.2 billion), according

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