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Web 3.0 & Yahoo! (Part 4)

Posted on Thursday, Nov 22nd

Acquisition Strategy Yahoo! has made several acquisitions this year, primarily in display advertising. The key acquisitions were MyBlogLog, Right Media, BuzzTracker, Rivals.com, Zimbra and BlueLithium. Of these, RightMedia and Blue Lithium are good moves to consolidate its Ad Networks position, but Zimbra, in my opinion, is not a good acquisition. I feel Yahoo! can improve

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Web 3.0 & Yahoo! (Part 3)

Posted on Wednesday, Nov 21st

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Yahoo! sites. We have not gone into the details of all the properties, but you can review the Web 3.0 section of this site for detailed discussions on some of the vertical categories. However, here are some examples of

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Web 3.0 & Yahoo! (Part 2)

Posted on Tuesday, Nov 20th

Vertical Strategy Yahoo! is the most popular portal in the world and is present in almost all the important verticals. We will take a look at the Company’s various online verticals below. Finance Yahoo! Finance provides financial information, tools and advice on personal financial management. The site is among the top five finance sites. The

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Interdigital: A strategic shift

Posted on Tuesday, Nov 20th

By Vijay Nagarajan, Guest Author In my introduction to Interdigital (IDCC), I had talked about the company’s past. As we saw, despite a visionary beginning, IDCC is yet to find its place in the wireless world. Instead, it has taken an exclusive IP licensing route making money off lawsuits so far. A key reason for

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Web 3.0 & Yahoo! (Part 1)

Posted on Monday, Nov 19th

Introduction Founded in 1994 by Stanford Ph.D. students David Filo and Jerry Yang, Yahoo! began as a hobby and has evolved into a leading global brand that has changed the way people communicate with each other, conduct transactions and access, share, and create information. Today, Yahoo! Inc. has become the world’s largest global online network

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Interdigital: Visionary Beginning, Rocky Past

Posted on Monday, Nov 19th

By Vijay Nagarajan, Guest Author Interdigital Communications Corporation (IDCC) is a King of Prussia, Pa based mid-cap company that thrives primarily on income from its intellectual property (IP) portfolio spanning 2G and 3G wireless technologies. Before I present my outlook on the company, let me throw in some historic perspective. International Mobile Machines Corporation (IMM),

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Openwave Going Nowhere Fast

Posted on Friday, Nov 16th

Openwave Systems Inc. (OPWV) describes itself as one of the world’s leading innovators of software applications and infrastructure designed to enable revenue-generating, personalized services, including merchandising and advertising, which converge the mobile and broadband experience across devices. The company announced Q1 earnings ending September 30, 2007. Total revenue was $63.0 million, lower than YoY where

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Tessera’s Growth Should Continue

Posted on Thursday, Nov 15th

Tessera Technologies, Inc. (TSRA) was last reviewed here in February 2007, where I covered the basic strategy of the company in rolling up important technology modules essential in the miniaturization trends in consumer electronics. On November 1, 2007, Tessera announced earnings for Q3 ending September 30, 2007. Versus previous Q2 guidance of total revenue approximately

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