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
salesforce.com
Web 3.0 & NYT (Part 4)
Acquisition Targets NYT has been making small investments and acquisitions in the online space for the past few years, tipping its toes into the online waters. The Company’s biggest acquisition in this space has been About.com in March 2005, which has been paying off handsomely. The Company has partnered with Monster which now powers the
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
Web 3.0 & NYT (Part 3)
Web 3.0 Framework discussion Context Some NYT sites have very good contextual nuances. If you want to know how much calories you are taking in when you are having your favorite chocolate ice-cream or how much calories you have burned by jogging for 15 minutes in the morning or if you are looking for some
Web 3.0 & NYT (Part 2)
Vertical Strategy The New York Times Company is operating in a number of key verticals (Jobs, Business & Finance, Health, Shopping, Real Estate, Autos, Technology / Gadgets, Travel, Entertainment, and Lifestyle) through its sites NYTimes.com, Boston.com, About.com, etc. We will take a look at the Company’s various online verticals in this segment. Vertical Search Consumersearch.com
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
Sunpower: Good Planning on PolySilicon
SunPower is the technology leader in solar derived energy products for both residential and commercial applications. The company offers solar cells, solar panels, and inverter equipment. These high-efficiency solar cells and panels generate up to 50 percent more power per unit area than conventional solar technologies, making SunPower the technical leader in its industry. We
Web 3.0 & NYT (Part 1)
Introduction The New York Times Company is a leading media company that publishes popular newspapers The New York Times, The International Herald Tribune, The Boston Globe and 15 other daily newspapers. NYT owns approximately 30 websites, including NYTimes.com, Boston.com and About.com. The Company’s revenues for 2006 were $3.3 billion. The Company has sold off its
Level 3’s Impact on Akamai?
I wrote about Akamai earlier this week, and thought it would be a good idea to add this short post about Level 3’s price cuts. The Level 3 announcement that they would be offering CDN services at the same rate as normal bandwidth has thrown a lot of confusion in the market. Mostly, it is
