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Web 3.0 & Gannett (Part 4)

Posted on Thursday, Sep 27th

Acquisition Targets Gannett doesn’t have much of a presence in the Online Personals or Dating space. It could look at acquiring a site as a large portion of the newspaper personals have shifted from print to the Internet and Gannett should preserve its share of the pie. Gannett could consider acquiring sites like, OkCupid, Engage,

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Enterprise 3.0 Framework: Recap

Posted on Monday, Sep 10th

I wrote a framework piece defining next generation Enterprise software, and wrote a number of derivative pieces on the subject about specific companies. Just like we added to the Web 3.0 framework last week, this week we need to add to the Enterprise 3.0 framework as well. But first, here’s the recap. Definition: Enterprise 3.0

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Business Objects Looks Great

Posted on Friday, Sep 7th

Business Objects (NASDAQ: BOBJ), a French company that provides business intelligence (BI) to enterprises, is riding high on superlative second quarter performance announced on July 25. All its 3 major revenue lines – licensed software (Q2/07 revenue $149 million, up 21% year-over-year), maintenance ($152 million, +23% y-o-y) and global services ($62 million, +29% y-o-y) –

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Web 3.0 and Verticalization

Posted on Thursday, Sep 6th

I have worked with the Web 3.0 framework for months now, and taken a crack at defining how the web is likely to evolve in the future. So here’s a recap of the thesis so far. I will be adding a dimension to this framework shortly, so it is a good time to stop and

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Eric Benhamou & the Turnaround of 3Com (Part 18)

Posted on Thursday, Sep 6th

To conclude an extremely interesting interview, here is a final, reflective segment with Eric. We will continue the story of Palm separately, later in September, once Palm’s shareholder vote for the Elevation Partners deal is completed. SM: You have watched what happened since then. What lost 3Com the position you were in at the end

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Eric Benhamou & the Turnaround of 3Com (Part 13)

Posted on Saturday, Sep 1st

3Com challenged Cisco with a Boundary Router strategy that threatened Cisco’s core router franchise. SM: So what prevented you from finally catching Cisco and passing them? EB: In 1997, there was one major shock for 3Com. More and more enterprise networks had to extend into carrier networks. Enterprises could not build all of these large

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Eric Benhamou & the Turnaround of 3Com (Part 12)

Posted on Friday, Aug 31st

SM: Is this when you began to close the gap on Cisco? EB: There was one play that we used which enabled us to close in on Cisco, and we called it Boundary Routing. Cisco was driven to more complex solutions than us. They positioned routing as something of a magic art, very complicated and

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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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