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Web 3.0 & MSN (Part 2)

Posted on Tuesday, Dec 4th

Vertical Strategy MSN (an abbreviation of Microsoft Network) is a collection of Internet services provided by Microsoft. MSN provides a range of Internet services and it services have changed significantly since its release. We will take a look at the Company’s various online businesses below, with a special emphasis on its verticals. Horizontal Search MSN

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Web 3.0 & MSN (Part 1)

Posted on Monday, Dec 3rd

Introduction MSN is the all in one Internet portal of Microsoft. The Company has divided its core business into three divisions – Platform products and services division, Business division and Entertainment and Devices Division. The online services group comes under the first division. Microsoft, through MSN, has significant presence in the online business and owns

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Yahoo Must Acquire Shutterfly

Posted on Thursday, Nov 29th

I have covered Shutterfly (Nasdaq: SFLY) a few times here already. I have had my eye on the company for a while, and have pegged it as an acquisition target for Yahoo, especially. Last week, amidst market doldrums, I managed to pick up a chunk of SFLY at a good price, and have already seen

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Turning Around LeapFrog: CEO Jeff Katz (Part 7)

Posted on Wednesday, Nov 28th

SM: Even the kids are very connected these days. JK: I was fond of saying that for whatever reasons the memo of the Internet did not make it to the company in 1999. They had that failed effort and the management team was disenchanted. We had to get our products connected so that notion of

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Turning Around LeapFrog: CEO Jeff Katz (Part 4)

Posted on Sunday, Nov 25th

SM: While you were doing Orbitz, did you already join the board of LeapFrog? JK: No, I joined the board in April of 2005. SM: How did they find you? JK: Leapfrog had been in the process of restructuring its board of directors, moving from insider directors to independent directors. They were looking for somebody

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Pioneering Video Conferencing: Polycom CEO Bob Hagerty (Part 4)

Posted on Saturday, Nov 24th

SM: What were some of the major milestones in building the company from $37 Million to $682 Million a year? BH: Founding the company, what Brian and Jeff did was important. They had a great creative design. That is not the exact design we introduced, but close. You would know if you saw the original

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Web 3.0 & Yahoo! (Part 5)

Posted on Friday, Nov 23rd

Conclusion Yahoo! Inc. is a leading Internet brand and one of the most trafficked Internet destinations worldwide with 460 million worldwide unique visitors. About 88% of total revenues for the fiscal year 2006 came from marketing services. The largest segment of it comes from search advertising. Of late, Yahoo’s financial performance has been mediocre compared

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Web 3.0 & Viacom (Part 4)

Posted on Thursday, Oct 18th

Acquisition Targets In the past one year, Viacom has acquired Quizilla, Harmonix Music Systems, Atom Entertainment, Xfire, and Y2M: Youth Media & Marketing Networks. These acquisitions are strategic and fit well into the Company’s overall theme of youth focused entertainment. Viacom, through its Nick brand, is popular among the kids. Presumably, the Company would acquire

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