We have, over the past year, presented detailed valuation theses for various mobile chipset vendors namely Qualcomm, Texas Instruments, Broadcom, InterDigital, Marvell and STMicroelectronics. This matrix will not be complete without Infineon – the German Chipmaker. >>>
Digital River, Inc. (DRIV), provider of outsourced e-commerce solutions to various companies in the software and high-tech products, consumer electronics, computer and video games, announced Q1 results last month crossing $100 million for the quarter for the first time ever. >>>
Here’s my new Forbes column, How To Heat Up Solar, addresses what it would take to get solar energy to account for a meaningful portion of the global energy needs.
SM: A lot of rep firms have a reputation for having very high commissions, often upwards of 60%. Are your rep firms requiring commissions that high?
RY: No, they are not. It is a volume and scale business. Compared to what it would cost us to build and hold our own sales force, as a percentage of revenue, I think we get close to those levels. That is especially true as we scale bigger. It becomes competitive. It is as good as what the next rep firm is willing to offer. >>>
I have been promising many of you that I will do this post based on where things are currently on the internet. So here it is. >>>
The WSJ is reporting that Microsoft no longer wants to acquire Yahoo!. Shares of Yahoo lost 10%, or $2.63, to $23.52 as of 4 p.m Eastern. It will go down much further. Jerry Yang will be fired soon. The executive exodus will march on, and Kara Swisher is making a career out of reporting on them. >>>
BitTorrent—founded by Bram Cohen and Ashwin Navin in September 2004—is one of the players in the peer-to-peer content delivery industry. Headquartered in San Francisco, the company invented the BitTorrent protocol and runs a peer assisted content delivery system based on the protocol. >>>
United Online, Inc. (UNTD) is a provider of connectivity and online media services and is now famous for its withdrawn Classmates.com IPO. Its primary Content & Media segment services include social networking site Classmates.com which it acquired for $131.4 million in November 2004 and online loyalty marketing service MyPoints. Their Communications segment includes Internet access and email services through NetZero and Juno. >>>