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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 10)

Posted on Wednesday, Aug 29th

Here Anant discusses his final area of innovation in Tilera, which is the piece which really supports their go-to-market strategy and allows companies to become early adopters of multicore processors. SM: What is the final innovation? AA: The fifth and final innovation is in software. The third “P” is programmability. There, we have done some

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Eric Benhamou & the Turnaround of 3Com (Part 7)

Posted on Sunday, Aug 26th

Eric takes over as CEO of 3Com, and as a first item of business, makes some hardline choices. SM: What catalyzed the CEO change at 3Com? EB: The board realized something needed to be done. In 1989, my two partners at Bridge, Bill Caraco and Judy Estren, left out of frustration. They realized this was

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Eric Benhamou & the Turnaround of 3Com (Part 6)

Posted on Saturday, Aug 25th

After the merger with 3Com, the company faced some significant internal challenges. There were two opposing business strategies, and clearly only one could be followed. This set the stage for Eric, not yet 35 years old, to become the CEO. SM: Was the 3Com merger when Metcalfe was running it? EB: Bill Krause, Metcalfe was

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Concur’s SME Opportunity

Posted on Tuesday, Aug 21st

I have just published an interview with Steve Singh, Concur’s CEO. In it, I trace the Concur (Nasdaq: CNQR) story in a great deal of detail that is well worth understanding, to see why this company has a strong growth opportunity ahead. As I said earlier, the SaaS and Extended Enterprise trend alignment are good

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Concur CEO Steve Singh (Part 13)

Posted on Saturday, Aug 18th

With a solid strategy executed to date, and a pending acquisition of Gelco, it is time to explore the next step in this evolution. One obvious goal would be expansion of the customer base. Here I get more interested in strategic alliances and their potential benefits in accelerating this process. SM: What is your next

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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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Concur CEO Steve Singh (Part 3)

Posted on Wednesday, Aug 8th

SM: What are your pricing guidelines now? SS: We actually don’t share that publicly, but it is not too different than payroll processing costs. The core point is if you look at the paper model, and you go to companies and ask them how much it costs to process an expense report via paper, it

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More on the LOCM Patent Situation

Posted on Friday, Aug 3rd

Here’s a must-read analysis of the patent by Marty Himmelstein, formerly from Vicinity. Marty also wrote to me privately: “Hi Sramana – I read your post on local.com today. As I tried to make the case in my post, the Local.com patent is fatally flawed. First, the copious prior art makes the patent irrelevant. I

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