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Online Video Beneficiaries: Polycom

Posted on Wednesday, Sep 5th 2007

Driven by globalization, telecommuting, and offshoring, an enterprise is no longer limited to one building or one geography. With this ever increasing distance between people working in an enterprise, there is a growing stress on applications that facilitate collaboration. Applications like video conferencing are critical today for meetings with offshore employees or even employees on the move. In this post, I will analyze Polycom’s standing as an online video beneficiary.

Related posts of interest can be found here and here. Note, enterprise video conferencing is not the only trend driving the online video market momentum. The advent of YouTube and its compatriots have set in motion a rollicking online entertainment industry that has also been a major contributor to the phenomenon. >>>

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Eric Benhamou & the Turnaround of 3Com (Part 17)

Posted on Wednesday, Sep 5th 2007

SM: Whom did you sell the high end product line to? EB: We sold it to Extreme. We put Extreme in business.

It was a bad decision because the analysis was wrong. It was taken in an overheated period, by an over impatient board who were comparing ourselves with companies whose growth rate was inflated and artificial. We were comparing ourselves to companies who, on paper, were selling lots of products but in reality the products were just going into warehouses.

It was 2000, the peak of the bubble, and we were holding ourselves to a yardstick which we were not using to measure others. >>>

Offshoring Secrets: Why Small Tech Companies Should Offshore

Posted on Wednesday, Sep 5th 2007

By Utkarsh Rai, Guest Author, Author of “Offshoring Secrets

I came across this article in Business week July 2007 “Why Small Tech Companies Aren’t Outsourcing”. There are multiple reasons mentioned in the article which are portrayed as hindrances for small tech companies to outsource. I do not agree with the article and here are my responses against each of the points mentioned in it.

  1. Communications/Customer needs: In this global village and internet era, proximity with the customer does not necessarily play a significant role. The customers themselves are unwilling to spend significant amount of time and resources for interaction and therefore the interaction is limited to milestone meetings only. Having a couple of good employees define the customer requirements should be more than sufficient and would not necessitate a full team to be hired at the customer/onsite location.
  2. >>>

Video FAQs

Making Sense of Unstructured Information

Posted on Tuesday, Sep 4th 2007

By David Hatch, Guest Author

Unstructured information is considered by many to represent over 80% of an organization’s data, and yet it remains largely untouched by conventional BI approaches such as query and reporting tools. This includes text analytics and federated search of customer service notes, call center dialog, web pages, web logs, word documents, emails, customer surveys and feedback, field service notes and other data not contained in a structured database or application table.

Organizations today capture volumes of unstructured data – words in the form of customer comments, survey or claim forms, service records, technician notes, e-mail messages, public records, and a variety of other documents. Corporate strategy is all about collecting information from many different sources, evaluating the probabilities of potential outcomes and then making intelligent decisions concerning the direction of the business. Yet many organizations have remained, for the most part, indifferent to their unstructured data sources that often reflect the true voice and sentiment of their customers, suppliers, and employees. In the past, little was done to use this data to better understand the business insight it contained because it fell outside of the well-established structured data filters. >>>

Web 3.0 & Online Movies (Part 1)

Posted on Tuesday, Sep 4th 2007


Watching movies, reading reviews and downloading movies on the Internet are fast becoming a craze in the US and other developed countries. The recent years have seen a consistent surge in downloading movies and buying of DVDs over the Internet. According to NPD there has been a 39% increase in subscription rentals of TV content and a 255% increase in TV-title digital video downloads between August 2005 and August 2006.

The $8 billion DVD rental business is also moving online, and approximately 20% of the DVD rental spending has already moved online. NPD also reveals that people who purchased TV titles on DVD were twice as likely as the average consumer to also download digital video content. For the year to date ending in August 2006, iTunes was the most popular paid video download site with 67% of video downloads. MovieFlix followed with 19% and CinemaNow was third with 9%. >>>

Eric Benhamou & the Turnaround of 3Com (Part 16)

Posted on Tuesday, Sep 4th 2007

With Palm successfully launched, and the merger with USR stabilized, Eric was now at the end of his tenure as CEO of 3Com. Here is details his final decisions, and reflects back on some mistakes.

SM: In our next series, I would love to examine Palm. Finishing up with the 3Com story, however, the USR merger stabilized by the 1999 time frame, correct? EB: It was in 1999 when we regained stride at the company.

SM: You were the CEO for how long after that? EB: Until the end of 2000.

SM: What prompted you to step aside as CEO – your commitment to the 10 year time frame? EB: Yes, I had completed my 10 years as CEO. I wanted to make sure I would turn over to my successor a company which would have gotten the valuation of Palm we wanted.

However, there was one other decision I made at the time, which I now regret. >>>

iPhone/iPod Beneficiary: Sandisk

Posted on Tuesday, Sep 4th 2007

In this post, I will look at SanDisk with respect to the iPhone. SanDisk does not have any component in the iPhone, but is a beneficiary all the same because of the effect iPhone is having on the NAND flash memory market. For the record, Apple’s NAND Flash provider is Samsung for both the iPod and the iPhone.

Founded in 1988,SanDisk (NASDAQ:SNDK) has grown to be one of the world’s largest supplier of flash memory data storage products with revenues of $3.3 billion in 2006. Based in Milpitas, California, the company has more than 2,000 employees worldwide. SanDisk manufactures and sells retail and OEM flash memory cards, Cruzer® USB flash drives, and embedded solutions. Its products are used in digital cameras, multi-function mobile phones, USB flash drives, MP3 music players, and other digital consumer devices. SanDisk also licenses its technology to companies. It has more than 600 issued U.S. patents, and more than 300 foreign patents. >>>

The Next Big Innovation in Microprocessors: Anant Agarwal (Part 15)

Posted on Monday, Sep 3rd 2007

SM: What you are proposing sounds very disruptive. AA: It is completely disruptive; we can displace, depending on the market, FPGAs, DSPs, processors, ASICS. Right now initial markets are really in networking, but the fundamental technology is revolutionary. It will be the way all multicore systems are built in the future. >>>