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Israel – Deal(s) of the Month (August 2007)

Posted on Thursday, Aug 30th

By Danny Cohen, Guest Author After taking some time off (and as such, skipping the July report), I am taking another shot at reviewing important deals that happened in the Israeli market. Like in Europe and the US, Israel slows down during the summer time. However, a few important deals were announced. A few deals

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Eric Benhamou & the Turnaround of 3Com (Part 11)

Posted on Thursday, Aug 30th

SM: Did the market understand your positioning as an integrated networking solution? EB: I think they did. Of course we were coming from behind in routers, and we were behind SynOptics in hubs, and we were behind others in single categories. We started to strengthen our position in all our segments, and this helped because

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Eric Benhamou & the Turnaround of 3Com (Part 10)

Posted on Wednesday, Aug 29th

3Com started growing revenues again in 1992 on the strengths of new products. The company grew about 15 fold in a decade, in terms of revenues, and became profitable again. SM: That was a golden age in networking! EB: Yes, and shareholder value went from the million range to billion range. It was fun, because

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 9)

Posted on Tuesday, Aug 28th

I am curious how Anant addresses the intellectual property strategy for Tilera. In the back of my mind is the story of Tessera, a company that has had fundamental innovations in chip scale packaging, and today every single manufacturer of miniaturized consumer devices violate their patent, and pay them royalties. Some of the innovations that

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Eric Benhamou & the Turnaround of 3Com (Part 9)

Posted on Tuesday, Aug 28th

SM: One question about your managing the board during that difficult period. What did you learn from that process, and how did the board react positively, negatively, especially looking back today? EB: It was very gutsy on the part of the board to ask me to take the lead on this company. I had never

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 8)

Posted on Monday, Aug 27th

SM: The market you are pursuing is embedded processors, so you do not really have demand for the fatter operating systems, such as Windows Vista. AA: Right, that is not where we are, but if for some reason that became important to a customer it would be done. Each processor core is full featured, so

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Eric Benhamou & the Turnaround of 3Com (Part 8)

Posted on Monday, Aug 27th

SM: In general, was the workforce at 3Com more aligned with your vision than to Krause’s? EB: It was a split workforce. We had some computer experts, and we had some networking experts. What I ended up doing was to choose one – we could not do both. We built upon our roots at Bridge,

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 7)

Posted on Sunday, Aug 26th

SM: This is a radical redesign, and it seems it should be advantageous in other areas as well, right? AA: True. The other beauty of the mesh is that not only does it solve the performance problem, it also really addresses the power problem. A bus is a big centralized structure, and any big centralized

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