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Deal Radar 2008: Kosmix+Adify – Potential Google Challenger

Posted on Monday, Feb 11th

Kosmix is a vertical portal startup. Founded in 2006 by Anand Rajaraman and Venky Harinarayan, founders of Junglee, this site aims at creating a ‘Home page for every topic’. Featured Kosmix sites are RightHealth, RightAutos and RightTrips focusing on health, autos and travel verticals. They have also been working on other verticals like politics, finance,

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This Week’s Highlights

Posted on Saturday, Feb 9th

In case you have missed them, here are the must-read pieces from this week: * Is Google Scared? * Facebook Woes Coming? * Qualcomm and Nokia Both Show Headroom * The Microsoft-Yahoo! Battle Plan (Forbes) * Vertical Travel Ad Network CEO Cree Lawson (Interview) * Microsoft, Masterful Maneuverings * Cadence Crashes. Now What? * Interdigital:

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Microsoft, Masterful Maneuverings

Posted on Wednesday, Feb 6th

Microsoft has been on the roll, lately. First it froze Facebook, and now it has made an unstoppable bid for Yahoo! while the latter is struggling to regain its stride. To finance this high value Yahoo! deal, Microsoft is expected to borrow money for the first time in its history. And recession worries and subprime

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Forbes Column 08: The Microsoft-Yahoo! Battle Plan

Posted on Tuesday, Feb 5th

As you know, I am of the opinion the deal will go through, despite all the scrambling. News is gradually flowing in that Yahoo! doesn’t really have other options in the works. News Corp has declined. AT&T and Comcast are not interested. Google is not an option. Private Equity is also not an option anymore.

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Deal Radar 2008: Facebook Woes Coming?

Posted on Tuesday, Feb 5th

Facebook is the most popular social networking site providing an interactive space that helps members communicate with “friends”. The site features like ‘Wall’ and ‘Poke’ have created a vernacular amongst the youth population. It was started in February 2004, by Harvard student Mark Zuckerberg. “Are we Facebook friends?” has now become a social phenomenon! Angel

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Is Google Scared?

Posted on Monday, Feb 4th

Why this charade, if not? In a “Pot calling the kettle black” statement, Eric Schmidt whimpered that Microsoft’s Yahoo bid is anti-competitive. My poor little Google, let me rock you and soothe you … Here’s an excerpt from last week’s analysis on Google’s earnings: “Revenue on Google’s site stood at $3.12 billion, up 58% y-o-y.

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Deal Radar 2008: Digg – Packaging news

Posted on Monday, Feb 4th

Digg is a social news book marking site containing user generated content. Ranging from science and technology to politics and entertainment, it covers a diverse spectrum of news posted and rated by users. The site was started in 2004 by Kevin Rose and Jay Adelson. This site received its funding from two investors – Greylock

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Google’s Mortalization

Posted on Friday, Feb 1st

Those who make a habit of existing in the clouds eventually have to descend. Perhaps, Google is experiencing a slight doze of “mortalization”. Google investors have lost more than 18% of their money over the past month due to concerns about the crumbling US macroeconomic condition. After yesterday’s 4Q07 results which were highly overestimated by

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