Obama’s Economic Policy

Here are some comments from Forbes readers on my last column. My response is below. Please feel free to chime in.

More SaaS: Concur, Taleo, RightNow

Concur, the expense management software maker, released its earnings for the second quarter of 2008. Subscription revenue growth was the main driving force behind their robust earnings. The company posted net income of $4.5 million or $0.09 a share, compared with $1.8 million or $0.04 a share in the corresponding quarter last year. Total revenue is

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Forbes Column 08: Kill The Business Trip

As much as I love to travel for pleasure, adventure and discovery, I profoundly hate business travel. Especially gratuitous travel that requires a long trip for just one meeting … here’s my new column, Kill the Business Trip.

Infineon: Industrial and Automotive business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s financials and the negative impact Qimonda has had on it. While it is facing difficulties offloading its Qimonda stake, the German chipmaker has done well in its two business segments. Let us take a quick look at the Industrial and Automotive business in this part.

Book Business

The Economist echoes what I wrote in Forbes recently: The book business is going to change in favor of authors. “Publishing has only two indispensable participants: authors and readers. As with music, any technology that brings these two groups closer makes the whole industry more efficient—but hurts those who benefit from the distance between them.”

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ST Microelectronics: Valuation

By Vijay Nagarajan, Guest Author I value ST Microelectronics at just under $15 per share. This is about 30% more than its current value. Its strengths include its broad portfolio, its position in the strengthening European block and its resultant wireless business outlook. The operating constraints caused by STM’s geopolitical ties are growth deterrents. Its

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Vision India 2020: Preface

This is a new series in which I invite readers to take a journey with me into the future through the minds of multiple entrepreneurs, who by addressing the opportunities I see today, will perhaps shape the future of India. But in this series, we will close our eyes, and exist in this future, and

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Vertical Ad Networks: Evolution

Another big funding round in the vertical ad network world: FM raises between $40 and $50M from Oak Investment Partners. Valuation: $200 Million; 2007 Revenue: $25 Million; 2008 Revenue Forecast: $60 Million. Not bad!