Deal Radar 2008: PlayFirst Plays Casual Games Well

PlayFirst is a leading publisher of casual computer games. Based out of San Francisco, it is focused on creating shared casual game experiences around “lasting original brands” with emphasis on “rich story and character”. Few of the more popular PlayFirst titles include the Diner Dash series, Wedding Dash, Chocolatier and Dream Chronicles. My interview with

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Accenture Should Roll-Up Indian Services Companies

Is Accenture (ACN) still in the body-shop business model? Yep. Why ruin a good thing when it’s working, some would ask. And India continues to be a strong leverage point for Accenture’s outsourcing activities, with a new consulting center opened in the last quarter. This was also reflected in the 40% increase in staff being

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Trend Radar 2008: Verticalization Everywhere

If you are a regular reader of this blog, you know, I am a huge believer in verticalization of the web. In fact, my entire Web 3.0 thesis is based on this idea. In 2007, we saw the beginnings of verticalization. In 2008, I expect this trend to become rampant in all aspects of the

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Time Warner’s Restructuring

Time Warner’s (NYSE: TWX) shares have gone nowhere during the past five years and shareholders have been crying for radical action. The Company has appointed Jeff Bewkes as the new CEO. He is expected to turnaround the entertainment conglomerate by taking some tough decisions. Here’s what I think Time Warner should do.

Deal Radar 2008: LinkedIn Should Roll-Up Jobs

LinkedIn is a professional business networking site founded by Reid Hoffman in 2003. It allows members to showcase their profiles and caters to the age 25-65 professionals demographic. It generates revenues via subscriptions and advertising. Recruiters use the site to tap talent, and is LinkedIn’s primary revenue generating segment. In 2003, LinkedIn secured $4.7 million

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Deal Radar 2008: Trulia Can Consolidate Real Estate

It is raining cats and dogs. Electricity was out this morning and we just got it back. I am very behind in everything, including my writing. But here we go … Yesterday, we discussed the Kayak-Sidestep roll-up deal, and its implications on Google. Trulia is a real estate vertical search engine that could be a

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Is Google Invincible?

Google is powerful. Of course. But is it invincible? According to Hitwise, Google accounted for 64.49% of all U.S. Searches in the four weeks ending October 27, 2007. According to RimmKaufman, Google controls 79% of the pay-per-click ad market. Google derives 99% of its revenue from advertising.

Deal Radar 2008: Kayak Consolidates Travel

As we have discussed, Online Travel is a large category, and active in entrepreneurship. Web 1.0 produced giant companies (Expedia, Travelocity, Orbitz, Priceline), and in Web 2.0 we have a couple of vertical search engines that are pulling ahead. Kayak, the world’s largest travel search engine, receives more than 6 million unique visitors per month.

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