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Web 3.0 & News Corp (Part 2)

Posted on Tuesday, Sep 11th

Vertical Strategy News Corp. is present in some of the most promising and rapidly growing verticals in the online arena. The Company delivers a platform of integrated sites spanning social networking, entertainment, lifestyle, games, sports and information. With its recent acquisition of Dow Jones, it will also be present in the key vertical of Business

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Web 3.0 & News Corp (Part 1)

Posted on Monday, Sep 10th

Introduction News Corporation is a $28.66 billion diversified media and entertainment company. The Company operates in eight business segments: Filmed Entertainment, Television, Cable Network Programming, Direct Broadcast Satellite Television, Magazines and Inserts, Newspapers, Book Publishing and Interactive Media primarily in the United States, Continental Europe, the United Kingdom, Australia, Asia and the Pacific Basin. News

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Cognos’ Enterprise 3.0 Strategy Missing

Posted on Monday, Sep 10th

The view from the top is getting clearer. The Business Intelligence companies that are relatively big and have strong appetite to digest acquisitions are either filling gaps in their product lines or expanding market share. COGN makes Business Intelligence and Performance Management software and has over 23,000 clients worldwide. Cognos’ (NASDAQ: COGN) latest buy, Applix

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Enterprise 3.0 Framework: Recap

Posted on Monday, Sep 10th

I wrote a framework piece defining next generation Enterprise software, and wrote a number of derivative pieces on the subject about specific companies. Just like we added to the Web 3.0 framework last week, this week we need to add to the Enterprise 3.0 framework as well. But first, here’s the recap. Definition: Enterprise 3.0

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Web 3.0 & Online Movies (Part 5)

Posted on Saturday, Sep 8th

M&A and VC Activity In April 2007, Comcast acquired online movie ticket destination Fandango for $200 million. Fandango is a fast growing site with about 5 million unique monthly visitors. Founded in 2000 by seven of the top 10 largest U.S. theater chains, Fandango services movie ticketing for more than 15, 000 screens. Recently, Blockbuster

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Business Objects Looks Great

Posted on Friday, Sep 7th

Business Objects (NASDAQ: BOBJ), a French company that provides business intelligence (BI) to enterprises, is riding high on superlative second quarter performance announced on July 25. All its 3 major revenue lines – licensed software (Q2/07 revenue $149 million, up 21% year-over-year), maintenance ($152 million, +23% y-o-y) and global services ($62 million, +29% y-o-y) –

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Web 3.0 and Verticalization

Posted on Thursday, Sep 6th

I have worked with the Web 3.0 framework for months now, and taken a crack at defining how the web is likely to evolve in the future. So here’s a recap of the thesis so far. I will be adding a dimension to this framework shortly, so it is a good time to stop and

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Eric Benhamou & the Turnaround of 3Com (Part 18)

Posted on Thursday, Sep 6th

To conclude an extremely interesting interview, here is a final, reflective segment with Eric. We will continue the story of Palm separately, later in September, once Palm’s shareholder vote for the Elevation Partners deal is completed. SM: You have watched what happened since then. What lost 3Com the position you were in at the end

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