Catching Up on Readings: Hydro Alchemy

Since the last catching up list on April 26, you may have accumulated more backlog. What’s with the Yahoo-Microsoft frenzy? Here’s a quick cache of the articles since then that you may want to make sure you read:

Microsoft’s Shopping List

Let Yahoo deal with its mess, Microsoft should go cold turkey on them for a year now, and let Jerry Yang get fired for failing to create shareholder value. A far more interesting question looms on the Microsoft side. What is Microsoft’s Internet strategy going forward?

Still Bullish on Shutterfly

Shutterfly (SFLY), the online photo company, recently declared first quarter results. Their revenue for the quarter of $34.3 million missed the market’s views of $34.8 million, even though it was 29% higher over previous year Q1 revenues. Their GAAP net loss at $0.15 per share met market expectations and was higher than GAAP net loss

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Catching Up on Readings: Bootstrap Yourself!

Amidst the ocean of content that is coming at you, readers, I am sure you find yourselves overwhelmed. Here’s a recap of some articles from this site which you may have missed, but may be worth your time:

Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 12)

SM: The TAM is huge. JH: It’s a $150B TAM worldwide, and $50B in the US. SM: I am not worried about the growth opportunity at all. JH: The key for me and the management team is, and I think for any small business in any space, is how do you focus?

Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 11)

SM: Pretty much your customer base of 2.4M customers stick around. Do you see much churn? JH: I have been here three years, so 12 quarters; 75-77% of our revenue in each of those quarters is from repeat customers. That is a really good testament to the loyalty of our customers. I get asked a

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Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 10)

SM: Zazzle and CafePress are not going after personal memories or families. JH: Not in the same sense. It is personal publishing. They use different backend technology, being heat transfer method versus digital print technology. From a ecommerce standpoint, there area lot of similarities. We advertise online, run a ecommerce company, own our manufacturing and

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Shutterfly’s Strategy: A Conversation with CEO Jeff Housenbold (Part 9)

SM: What do you think of SmugMug? It is very popular. JH: It is popular for us because we are in the valley. When you look at the grand scheme of things, they are still a relatively small company with about $10M in revenue. I think what they have done well is they said in

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