categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
mobile
Concept Arbitrage: Navteq
As I wrote the Navteq piece, it struck me that the entire address data and mapping services category is a great one for India, and ripe for a Concept Arbitrage. A personal anecdote. Every time I visit India, and I go to visit relatives in North Calcutta, I wonder how on earth would I navigate
Concept Arbitrage: Web 3.0 & Enterprise 3.0
Last summer, I wrote a Concept Arbitrage series focusing on the Indian market. The market has moved, and Consumer Internet and Mobile Value Added Services, which were turning hot then, are much too hot now. Valuations are very high. Much too high. At this rate, I dread to think how long it would take to
Dell’s Turnaround Formula
Last night, we were at a HBS event honoring Charles Schwab for the magnificent turnaround that he has instituted since his return as the CEO of the company he had founded thirty years back. Today’s news proclaims the return of Michael Dell to the CEO spot at Dell, replacing Kevin Rollins. Interesting development, although, my
Verizon versus Apple
Verizon had apparently passed on the opportunity to be the exclusive partner for Apple’s iPhone. This post from Macuser nails the issue: :: In case you’ve missed the impact of this whole fiasco: I’m a Verizon customer. And my contract is in effect for another year. C’mon guys: I would have totally traded up to
Nokia in India
Market Share of the handset market: 79% 4 Major Segments: Live – New Users Connect – More evolved users who look for more functionality, features and connectivity. Accordingly, phones in this segment would have GPRS, camera and music capabilities. Achieve – Enterprise users who need to have business functionalities in their phones. Explore – High
Ode to India
India’s development: how far have we come, how much further to go?
P-A-L-M to the boonies?
Wall Street Journal reports that the two Palms are showing signs of wanting to getting back together. “PalmOne Inc. said it is acquiring full rights to the “Palm” brand name and will change its name to Palm Inc. later this year. Milpitas, Calif.-based PalmOne also said Tuesday that it has renewed its license of the
