PC Games – Where We’ve Been, Where We’re Going

By Gabe Zichermann, Guest Author Most of the innovation in today’s game industry can be traced directly to key advances brought first to the PC, not to mention the millions of players that got their (awkward) start with Leisure Suit Larry on the Apple II. As the most open and edge-technology driven sector of the

Read Full Article »

Pioneering Video Conferencing: Polycom CEO Bob Hagerty (Part 9)

SM: Yes, i remember, even in the 2001 timeframe the Polycom equipment was not that great. The pictures were horrible often. BH: If you run it on IP, it runs pretty darn good. However, 90% of the installations were on ISDN at that time. The technology shift to IP changes it all. Plus, we have

Read Full Article »

Eric Benhamou: The Saga Of Palm (Part 11)

SM: So services as a key strategic initiative you think is still in beta! EB: Well, this was a core opportunity. In the Spring of 2005, at an annual strategy board meeting, it was decided that a key goal for the company would be in the subscription area. We had not been able to execute

Read Full Article »

iPhone As Primary Computer

I have been talking a lot about the laptop replacement device. Here’s a great article on the subject: Three Weeks With The iPhone As My Primary Computer by Mitch Wagner at Information Week. Seems like the email client is a problem …

Taking Stock

Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale

Read Full Article »

Eric Benhamou: The Saga Of Palm (Part 10)

SM: The big opportunity that I felt Palm missed out on was on the software side. There was a huge opportunity for enterprise integration. RIM was very good with the email, but that was it. They didn’t push it any further. Palm had good implementation of the Windows OS, and they could have gone in

Read Full Article »

Nvidia Riding the Graphics Boom

Nvidia’s (NASDAQ: NVDA) recent 3:2 stock-split on 9/10 must have helped, but the stock’s rally, this week, has more to do with Nvidia’s robust showing in the Q2/07 results. Net earning of $172.73 million ($0.43 a share) on a revenue of $935.3 million is almost double that of $86.7 million ($0.22 a share) in Q2/06

Read Full Article »

Eric Benhamou: The Saga Of Palm (Part 9)

SM: You were losing market position at this point. Did you ever consider selling to Apple? EB: There might have been an opportunity to do that before the iTune/iPod product division was too far along, but I do not think this became a real opportunity in the timeframe that would have interested us. Had we

Read Full Article »