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Eric Benhamou: The Saga Of Palm (Part 3)

Posted on Friday, Sep 14th

After a year of relative stability, Palm faced the market crash concurrently with a failed product launch. The combination of stock market problems and operational failure created a bad situation which was compounded by a lack of innovation in product development. SM: Did the stock price sustain for a bit? The market started going bonkers

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Eric Benhamou: The Saga Of Palm (Part 1)

Posted on Wednesday, Sep 12th

In this second interview series with Eric Benhamou, we discuss his involvement with Palm. If you haven’t already, do read the first interview series for context [here]. As you know, Palm is in the midst of a great deal of change at the moment. However, it is an important company that established the PDA category,

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QualComm: Legal Battles Galore

Posted on Sunday, Sep 9th

By Vijay Nagarajan, Guest Author The wireless industry witnessed a revolution named iPhone this summer. It has also been in the news constantly for another reason: The QualComm-BroadCom legal battle. Over the next few posts, I wish to discuss this story as it unfolds and provide some insights on its impact on QualComm (QCOM). A

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The Carriers

Posted on Saturday, Sep 1st

All the carriers are scrambling to figure out their convergence device strategies, especially after the iPhone was launched. * iPhone and AT&T: How Goes? * iPhone’s Carrier Competitors: Verizon * iPhone’s Carrier Competitors: Sprint * iPhone’s Carrier Competitors: T-Mobile

iPhone’s Competitors: Synthesis

Posted on Friday, Aug 17th

Last week, we reviewed iPhone’s competitors. I would bet on the convergence device movement as a whole, and it would be safe to assume that the overall market growth will offer growth opportunity to all the players. I would bet on RIM for the short term, and Samsung for the long term. Palm and Motorola

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Enterprise 3.0 Event: Nuggets

Posted on Thursday, Aug 16th

Here are some of the nuggets from the MIT Enterprise 3.0 event last night: * If you are an entrepreneur looking for opportunities to focus on, there are white spaces in the portfolios of larger players like Microsoft, Google and Cisco, especially in the area of Prosumer productivity and collaboration. Probably more built-to-flip models. *

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InfoSpace’s Slide Down

Posted on Monday, Aug 13th

It all began exactly 12 years back in August 1995 when Netscape Communications came out with an IPO. With no profit in its book to show, Netscape nevertheless sold stocks worth $2.2 billion. Thus commenced the Dotcom era. InfoSpace founder Navin Jain, who then worked for MSN, soon left to start his own company in

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iPhone’s Component Ecosystem: Synthesis

Posted on Tuesday, Jul 31st

Over the last few weeks, we have reviewed the iPhone’s Component Vendors. Here is a recap of the articles: iPhone’s Inside Beneficiaries provides an overview of the various players. We covered Samsung, one of the top component providers, who also has the manufacturing and design capabilities to become the iPhone’s major competitor in the future.

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