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Microsoft Inching Closer to Yahoo! Deal

Posted on Tuesday, Mar 25th

Even though I have been a prolific writer on Yahoo!’s strategy, you have not heard me say much recently about Microsoft’s bid to acquire Yahoo! after the initial analysis, since I have believed that the deal will happen, no matter what. [Microsoft’s Masterful Maneuverings and Yahoo!’s Turnaround Strategy summarizes my position]. Well, Kara Swisher says

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Deal Radar 2008: Adify’s Market Taking Time to Develop

Posted on Monday, Mar 10th

Adify is a vertical advertising platform co-founded by Russ Fradin with former Flycast co-founders, Larry Braitman and Richard Thompson. I interviewed Adify’s CEO, Russ Fradin in 2007.

Broadcom: Wireless LAN

Posted on Monday, Feb 25th

By Vijay Nagarajan, Guest Author In the last article, I talked about Broadcom’s Bluetooth business and its co-dependent relationship with Wireless Local Area Network (WLAN). In this article, I will take a deeper look at the WLAN market and Broadcom’s position in it.

Forbes Column 08: The Next VMWare

Posted on Tuesday, Feb 19th

Here’s my Forbes piece, The Next VMWare. Related readings:

Media Industry Worth Watching in 2008

Posted on Friday, Feb 15th

2007 was a not a pleasant year for the Media Industry. Most of the Media stocks including IAC, Walt Disney, News Corp. and Time Warner have undergone correction between 10% to 40%. Except Walt Disney, all other stocks are trading close to at their 52-week lows. Most of the companies have reported below the Street’s

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Forbes Column 08: What Microsoft Should Do While Yahoo! Dithers

Posted on Tuesday, Feb 12th

What do you think Microsoft should do while waiting for the Yahoo! Board to fumble? My thoughts are here: What Microsoft Should Do While Yahoo! Dithers.

This Week’s Highlights

Posted on Saturday, Feb 9th

In case you have missed them, here are the must-read pieces from this week: * Is Google Scared? * Facebook Woes Coming? * Qualcomm and Nokia Both Show Headroom * The Microsoft-Yahoo! Battle Plan (Forbes) * Vertical Travel Ad Network CEO Cree Lawson (Interview) * Microsoft, Masterful Maneuverings * Cadence Crashes. Now What? * Interdigital:

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Microsoft, Masterful Maneuverings

Posted on Wednesday, Feb 6th

Microsoft has been on the roll, lately. First it froze Facebook, and now it has made an unstoppable bid for Yahoo! while the latter is struggling to regain its stride. To finance this high value Yahoo! deal, Microsoft is expected to borrow money for the first time in its history. And recession worries and subprime

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