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Qualcomm: Valuation Revisited

Posted on Sunday, May 4th

By Vijay Nagarajan, Guest Author It has been around six months since I wrote my Qualcomm valuation series. I had at that time valued the company at $44.60. Following the company’s fiscal second quarter 2008 earnings conference call I reviewed its mobile opportunities, strategy and also its product strategy for convergence and mobile computing in

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Marvell: Ethernet business

Posted on Friday, Apr 18th

By Vijay Nagarajan, Guest Author In the previous articles in this series, we looked at Marvell’s product strategy, briefly reviewed the fiscal 2008 financials before dissecting the storage business area. Let us now take a look at Marvell’s position in its Ethernet semiconductor business.

Turning Around LeapFrog: CEO Jeff Katz (Part 7)

Posted on Wednesday, Nov 28th

SM: Even the kids are very connected these days. JK: I was fond of saying that for whatever reasons the memo of the Internet did not make it to the company in 1999. They had that failed effort and the management team was disenchanted. We had to get our products connected so that notion of

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A Discussion Mark Zuckerberg Never Had

Posted on Saturday, Nov 24th

By Gadi Shamia, Guest Author I actually didn’t plan to write about Facebook any more. In my recent post I claimed that Facebook is not solving any real problem. My readers were kind enough to prove me wrong … Jason thought we were just too old, and Jose thought that the problem Facebook is solving

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RaaS—Reading as a Service and the New Amazon Kindle

Posted on Wednesday, Nov 21st

By Gadi Shamia, Guest Author “There is a new SaaS, Something as a Service every month.” This is how I mused a month ago when writing The next SaaS post. Newsweek has the story about the new Amazon reader, Kindle. The device (that looks anything but kindling) will be sold for $399, and will act

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Venky Harinarayan on Kosmix and Vertical Search (Part 4, final)

Posted on Thursday, Oct 11th

SM: How did you finance the different phases of the company? VH: Our company is funded by VCs, Accel and Lightspeed, and private individuals such as Jeff Bezos of Amazon.com and Bill Miller of Legg Mason. SM: What financing stage are you at right now? VH: We feel like we are fully funded, so we

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Re-engineering the Book Business: Blurb CEO, Eileen Gittins (Part 5)

Posted on Friday, Jul 20th

SM: How did you penetrate the market and get early traction? EG: Word of mouth driven by a great and viral product and turbo charged with amazing PR. SM: What stage are you at now? Revenue? Profitability? Traffic? Titles? Any other metrics you track? EG: Blurb expects turnover between $5-10MM in 2007, its first full

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