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Posted on Friday, Jan 20th

Cisco and Apple should strike a “convergence” partnership.

Mobile TV Module from Philips

Posted on Monday, Dec 12th

Philips makes a bet on Mobile TV as a consumer trend …

Decomcratizing Broadcast Audio

Posted on Thursday, Dec 1st

Podcasting kit pointer …

Video iPod: Early Validation

Posted on Monday, Oct 31st

iTunes sold 1 Million+ videos since it added video capabilities on Oct. 12, allowing customers to purchase music videos, short films and episodes of certain television shows for viewing on their iPod or computer, for $1.99 each. Popular downloads include music videos from Michael Jackson, Fatboy Slim and Kanye West, as well as episodes of

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Idiot-proof it, Cisco!

Posted on Thursday, Oct 20th

Cisco’s Linksys strategy is flawed …

Move Product Marketeers to India

Posted on Thursday, Oct 20th

Cisco’s $1.1 Billion investment in India: Analysis

Semi IP Growth & Commoditization

Posted on Saturday, Sep 3rd

These nouveau techs are still fairly unsophisticated and don’t exactly need rocket speed processors or humongous memory cores, neither do they need DSPs. Nonetheless, they drive volumes, and the royalties will continue to add up, quite likely, for the old generation products from MIPS and Virage. Welcome to the age of commoditization!

That Dog In Your Portfolio

Posted on Friday, Sep 2nd

The Strategy has not worked. Some $20 Million in venture money has already been burnt in the trial and error process over the last 3 years. A few rounds of hiring and firing of CEOs and executives have already taken place. But the company has still not hit its stride. In the carnage of the last 5 years, the above has been the story in every VC’s life. Here are a few simple questions that I suggest you ask, and have someone facilitate gathering the answers. The answers will tell you whether the Dog can become a Tiger!