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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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VMWare’s IPO: Wait?

Posted on Wednesday, Aug 15th

It has been a strange summer of uncertainties elsewhere in the market, but certainly, VMWare’s hot IPO has not felt any of the pressure. In fact, it has made a slow August exciting with one of Tech’s most important events this year. Eric Savitz at Barrons reports: “EMC (EMC) today generated a massive return on

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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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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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Financial Media Comparison Chart

Posted on Thursday, Aug 2nd

I did some digging into the various business and financial media sites last night, and here are some stats. Alexa Ranks: (Yahoo! Finance and MSN Money are not included in this list, because I cannot find Alexa ranks for them.) * CNNMoney.com: 76 * Forbes.com 483 * Marketwatch.com 1,032 * WSJ.com: 1,043 * Businessweek.com 1,310

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It’s About Place (Part 5)

Posted on Monday, Jul 30th

by Cal McElroy, Guest Author I have been following with fascination (and taking many calls from research analysts), regarding the public market buzz around Local.com (NASDAQ: LOCM). This firestorm was triggered by John Gilliam’s recent blog on SeekingAlpha. While I personally think John’s assessment of this patent is overzealous (he did disclose he was long

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Google’s AdSense Revenues Vulnerable

Posted on Friday, Jul 27th

How much is AdSense’s share in Google’s business? To find an answer we scanned Google’s balance sheet and cash-flow statement for the past year including those of the last quarter (Q2-06/2007). Predictably, there is no indication of AdSense’s figures. Analysts however maintain that the figure hovers between 37%-44%. A somewhat clearer picture emerges in the

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Did Digg Just Dump FM?

Posted on Thursday, Jul 26th

Digg has announced a deal with Microsoft. In a big win, Microsoft will manage their ad inventory as exclusive provider of banner, display and paid search advertising, replacing Federated Media and Google. FM will continue to provide other types of advertising on Digg, including integrated campaigns and sponsorships. What are we seeing here? Is FM

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