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Facebook’s Monetization Strategy (Part 1)

Posted on Wednesday, Jul 25th

I have, so far, refrained from joining the hype machine around Facebook. However, things are plain out-of-control right now, with rumors about them turning down $6 Billion acquisition offer from Microsoft, and more recently, that $10 Billion is what they think they’re worth. All this, on an annualized revenue of how much? $150 Million, right?

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I Would Not Sell Sify

Posted on Tuesday, Jul 24th

On the face of it, there is a strong similarity between Rediff (REDF) and Sify (SIFY). Both have portal sites that offer a wide gamut of online services. But in Sify’s case the portal is just a small piece in a big jigsaw puzzle that together makes up the company’s operations. In order to understand

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Happily Bootstrapping: Zoho CEO Sridhar Vembu (Part 4)

Posted on Friday, Jul 13th

AdventNet provides a safety zone from which to launch Zoho, which is why I was looking to gain an understanding of the revenue and cash position of the company. While competition will be stiff from Google and Microsoft, as well as other CRM and group meeting companies, Zoho seems to have a unique philosophy of

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Venture Capital for MicroFinance: Chris Brookfield (Part 1)

Posted on Thursday, Jun 21st

Chris Brookfield is the Investment Director at Unitus Investment Management Company. He has been a venture capital and private equity investor his entire professional career. In 2004 he co-founded Open Water Investors. Chris has also been an Associate at Redleaf Venture Management, a Silicon Valley seed stage venture investor, and is familiar with pure play

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Rolling up an Online Ad Agency Powerhouse: AKQA CEO Tom Bedecarre (Part 7)

Posted on Monday, Jun 18th

With the recent trend of private equity deals and acquisitions of advertising firms, the industry is truly on fire. This is the perfect opportunity for Tom to either take his company public or sell for a substantial amount. SM: Have you had offers already for an acquisition? TB: No. SM: In the future, in terms

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Web 3.0 and Jobs: Overview

Posted on Thursday, Jun 7th

Jobs is one of the top online segments in the US with $5.9 billion online advertising revenues, which constitutes around 25% of Internet ad revenues in the US. The online job market has been steadily taking away market share from newspaper classifieds. In this series, we will evaluate the online jobs category against the Web

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Online Video Ads: Acquisition Targets?

Posted on Friday, Jun 1st

Online Advertising has been getting lots of attention, evidenced by Google’s Doubleclick acquisition, Microsoft’s aQuantive acquisition, and Yahoo’s RightMedia acquisition. My earlier post discusses additional potential roll-ups in the world of online advertising agencies. Online video advertising, a relatively newer concept in Internet marketing, is fast becoming an important opportunity, evidenced in a study indicating

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Microsoft’s Online Strategy

Posted on Thursday, May 31st

Microsoft has been scrambling in many markets. Particularly, it has been scrambling in the Internet segment, with Google dominating the online advertising space, and MSN lagging versus Yahoo as a portal. I have said before, that the big money in new media is going to be in the verticals. Microsoft actually has a very good

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