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Google’s AdSense Revenues Vulnerable

Posted on Friday, Jul 27th

How much is AdSense’s share in Google’s business? To find an answer we scanned Google’s balance sheet and cash-flow statement for the past year including those of the last quarter (Q2-06/2007). Predictably, there is no indication of AdSense’s figures. Analysts however maintain that the figure hovers between 37%-44%. A somewhat clearer picture emerges in the

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I Would Not Sell Sify

Posted on Tuesday, Jul 24th

On the face of it, there is a strong similarity between Rediff (REDF) and Sify (SIFY). Both have portal sites that offer a wide gamut of online services. But in Sify’s case the portal is just a small piece in a big jigsaw puzzle that together makes up the company’s operations. In order to understand

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Taking on Business Intelligence: Lucidera CEO Ken Rudin (Part 6)

Posted on Sunday, Jul 22nd

SM: What are your top target segments? KR: We are finding a lot of success with Sales Operations managers, VP of Sales and also the CFO or Director of Finance at small and medium size companies. Those with a slightly distributed workforce and who don’t want the hassle of managing the cost associated with traditional

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Taking on Business Intelligence: Lucidera CEO Ken Rudin (Part 4)

Posted on Friday, Jul 20th

SM: What was the market landscape like when you founded the company? KR: When we founded the company in 2005, the BI market was pretty stagnant. Not much innovation had happened in that market in the prior 10 years. It was basically a lot of vendors selling expensive solutions that were difficult and time consuming

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Naukri, India’s Internet Star

Posted on Thursday, Jul 19th

On July 12 last week, Info Edge (India) Ltd announced the launch of ‘Asknaukri.com’, which purports to be the first website of its kind in India. With this Naukri.com completes the circle around the concept of online career needs in India. (BOM: NAUKRI) For the uninitiated, ‘Naukri’ in Hindi means job, and Naukri.com is the

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Is Salesforce.com Hitting a Ceiling?

Posted on Wednesday, Jul 18th

Recently, Salesforce.com (Nasdaq: CRM), a hot company by any standard, lost a key executive to another company that is dramatically less hot or even interesting. Rene Bonvanie, whom Salesforce.com had recently hired to head up its super-critical AppExchange program, left for Serena Software. Chances are, you have not heard of Serena Software, while you have

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Taking on Business Intelligence: Lucidera CEO Ken Rudin (Part 2)

Posted on Wednesday, Jul 18th

SM: So your professional career began at Oracle. KR: Yes. I left Oracle to get a business degree at Stanford University. When I graduated in 1994, I started a consulting company called Emergent that focused on designing and building Business Intelligence solutions for large companies. We were acquired by Keane (a public systems integration company)

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Stocks Surfing Software’s Next Wave

Posted on Tuesday, Jul 17th

My debut column on Jim Cramer’s RealMoney launched yesterday: :: If you like to invest in technology, it pays to understand the trends and the market dynamics. And one of the more compelling trends in the software industry is the evolution from licensed software to on-demand software, otherwise known as Software-as-a-Service (SaaS). It’s hosted software

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