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
roll-up
Microsoft, The Sleeping Giant
In 2008, I hope Microsoft wakes up. With Google and Apple going gangbusters, Microsoft has threats coming at it from every direction. As we discussed earlier, Microsoft earned revenues of $13.76 billion for the quarter ended September 30, 2007, a 27% increase over the same period of the prior year. Operating income, net income and
Web 3.0 & MSN (Part 4)
Acquisition Strategy Microsoft acquired Medstory and aQuantive this year. Actually both were very good acquisitions. Online Health is a large segment with 31% of the total U.S. Internet users or 55.3 million U.S. Internet audience visiting health information sites each month during the first quarter of 2007. Buying aQuantive was a shrewd move. With the
Web 3.0 & NYT (Part 5)
Conclusion NYT is working on organizing its online business on the basis of key verticals, which will allow it to extend its popular classifieds sections like auto, jobs, real estate, travel, and entertainment, increase user engagement and aid in monetization of the sites. The partnership with Monster to build its online recruitment product offering is
Taking Stock
Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale
European Software Consolidation
SAP (Nasdaq: SAP) made an uncharacteristic move yesterday by announcing that it is acquiring French company Business Objects (Nasdaq: BOBJ) for $6.78 Billion. The $59 a share price being offered is a 20% premium over Friday’s closing price for the Business Intelligence market leader. I had said in an earlier column, that SAP’s strategy would
Web 3.0 & McClatchy (Part 5)
Conclusion McClatchy is in the business of publishing newspapers, which is in turmoil due to the falling advertising and circulation revenues, and McClatchy is a victim of that trend. Falling real estate, auto, jobs and personal advertisements have resulted in the sharp fall in vertical classified revenues. McClatchy is trying to recover. The key reasons
Web 3.0 & McClatchy (Part 4)
Acquisition Targets McClatchy’s strongest asset is CareerBuilder. Though CareerBuilder is the number one job site in the US it lacks community features and McClatchy along with its partners could consider acquiring professional networkin sites like LinkedIn, Xing, etc., which have very good community features to enhance CareerBuilder. Sequoia Capital, Greylock, the European Founders Fund, and
Web 3.0 & Gannett (Part 1)
Introduction Gannett (GCI) publishes 85 daily newspapers, nearly 1,000 non-daily publications and 23 television stations in the US. In the UK, Gannett publishes 17 daily newspapers and around 300 non-daily publications. Gannett’s popular newspaper USA TODAY with a circulation of 7.3 million is the US’s largest-selling newspaper. USA WEEKEND is a weekly newspaper with a
