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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
private equity
3Com Is Now REALLY Going After Cisco
I just got off the phone with Eric Benhamou, with whom, as you know, I have been discussing 3Com and Palm recently. I said earlier, that 3Com is trying to take on Cisco with its Chinese JV H3C in my Online Video Beneficiaries series, and that Cisco is a fat company that deserves to be
The VC-Entrepreneur Compensation Disbalance
We started discussing the leadership development problem in my previous post referring to Prof. Khurana’s new book about Business Schools losing sight of their mission of grooming leaders capable of building and running sustainable enterprises by following the money trail. So, what’s happening in the Venture Capital / Private Equity world? The compensation disbalance here
Rakesh Khurana’s Business School Mission Critique
I read an interesting piece in the WSJ this week called Business Schools Forgetting Missions. :: Business-school professors are masters at critiquing everyone else’s work. They pick apart Microsoft Corp.’s strategy; they rebuke Enron-era companies for ethics breakdowns. They are so busy gazing outward that it’s unthinkable for them to rip into their own institutions.
Serene Serena Wants to Kick up a Storm
I had breakfast with Rene Bonvanie earlier this week, who confirmed my hypothesis that for a high level executive, Salesforce.com is no longer a great financial opportunity. But the reason he really wanted to meet with me is to tell me why Serena is anything but boring. Serena Software offers Application LifeCycle Management (ALM) products,
Facebook’s Monetization Strategy (Part 3)
I’ll give you one more vertical, and then stop. You can figure out the rest yourselves. Travel is a great vertical for Facebook, and in fact, creating contextual services like Group Travel could be very cool. According to the latest data published by eMarketer, online travel sales zoomed to over $78.8 billion in 2006 in
Is Salesforce.com Hitting a Ceiling?
Recently, Salesforce.com (Nasdaq: CRM), a hot company by any standard, lost a key executive to another company that is dramatically less hot or even interesting. Rene Bonvanie, whom Salesforce.com had recently hired to head up its super-critical AppExchange program, left for Serena Software. Chances are, you have not heard of Serena Software, while you have
Can Move Move Up?
National Association of Realtors (NAR), whose over 1 million members are Realtors, is a century-old powerful trade association of real estate agents and brokers in US. Besides owning the word ‘Realtor’ as a registered trademark, the NAR has sufficient clout among the decision makers, which stems from its being the US’ third largest donor to
Who Should Buy Yahoo? For now, Nobody!
While I suggested 2 years back, that Yahoo and eBay should merge, at the moment, it appears that Yahoo has created a bigger mess than what eBay (or anyone else for that matter) ought to try to clean up on their shareholders’ clock. eBay, on the other hand, for the moment, looks like it has
