Online Travel and Orbitz, Expedia, Priceline

I wondered earlier if Priceline (PCLN) would reach its all-time dot.com high of $104/share ever again. The company not only reached the target but exceeded it, and is currently trading at $120/share. Priceline recently posted earnings for Q3 totaling $104.4 million versus $48.8 million in the same period a year ago. Excluding one-time items, Q3

Read Full Article »

Web 3.0 & MSN (Part 4)

Acquisition Strategy Microsoft acquired Medstory and aQuantive this year. Actually both were very good acquisitions. Online Health is a large segment with 31% of the total U.S. Internet users or 55.3 million U.S. Internet audience visiting health information sites each month during the first quarter of 2007. Buying aQuantive was a shrewd move. With the

Read Full Article »

eBay vs. Amazon: Which is a Better Company?

Holiday shopping is on everyone’s mind. All e-commerce players stand to gain. Here are 4 charts that compare eBay and Amazon’s performance. I would like you to take a look at them and provide your comments on which one is a better company, and why.

Web 3.0 & MSN (Part 3)

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the MSN sites. We have not gone into the details of all the properties, but you can review the Web 3.0 section of this site for detailed discussions on some of the vertical categories. Context MSN Astrology provides horoscopes and

Read Full Article »

Web 3.0 & MSN (Part 2)

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

Read Full Article »

Web 3.0 & MSN (Part 1)

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

Read Full Article »

Turning Around LeapFrog: CEO Jeff Katz (Part 10)

SM: Do you work with foundations? JK: We do. We do not have what I call a structured program with any one foundation. What we have done in the past, in fact annually we do something with one or more foundations. SM: Given the strength is in the reading area, and Bill Gates is spending

Read Full Article »

Web 3.0 & eBay (Part 5)

Conclusion We have had a look at eBay’s business and verticals and discussed them from a Web 3.0 perspective over the last few days. eBay has been experiencing a slow down in its growth rate. Skype is struggling and the Company is working on better monetizing Skype. PayPal on the other hand has been doing

Read Full Article »