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Infosys In Light of Recession Fears

Posted on Monday, Jan 14th

The general feeling of the West has been that the rise of the rupee would slow down the immense growth of business being funneled into India. The reality is that growth continues to boom in India, barely slowed by currency exchange rates. The short term looks alright for Infosys (Nasdaq: INFY). Infosys’ Q3 revenues posted

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Interdigital: Qualcomm Can Acquire

Posted on Sunday, Jan 13th

By Vijay Nagarajan, Guest Author Will Qualcomm acquire Interdigital? This was the question I raised in my last article. I will try to take a quick look at the feasibility of such an event in this part of my series. Interdigital has a market cap of about $1 billion today. The stock closed on Thursday,

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Interdigital: A Qualcomm Acquisition Target?

Posted on Saturday, Jan 12th

By Vijay Nagarajan, Guest Author The genesis of my question is perhaps the synergies that I found hard to ignore between the two companies – The complementary intellectual property (IP) portfolios: The two companies are often in the news due to their legal wranglings. Interdigital recently won a English High Court ruling against Nokia that

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Deal Radar 2008: TheFind

Posted on Friday, Jan 11th

We profiled Siva Kumar, CEO of TheFind.com, a discovery shopping search engine last year. This is yet another vertical search engine optimized for visual merchandising oriented lifestyle products. In July 2007, TheFind raised $15 million in a third round of funding from Bain Capital Ventures, Ignition, Lightspeed and Redpoint. It had previously raised $11 million

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Deal Radar 2008: Zillow

Posted on Thursday, Jan 10th

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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Deal Radar 2008: LinkedIn Should Roll-Up Jobs

Posted on Tuesday, Jan 8th

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

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

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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