Yahoo Must Acquire Shutterfly

I have covered Shutterfly (Nasdaq: SFLY) a few times here already. I have had my eye on the company for a while, and have pegged it as an acquisition target for Yahoo, especially. Last week, amidst market doldrums, I managed to pick up a chunk of SFLY at a good price, and have already seen

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Web 3.0 and Verticalization

I have worked with the Web 3.0 framework for months now, and taken a crack at defining how the web is likely to evolve in the future. So here’s a recap of the thesis so far. I will be adding a dimension to this framework shortly, so it is a good time to stop and

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Facebook’s Monetization Strategy (Part 2)

I would, personally, like to see them dominate not only Online Jobs, but also Online Photo Sharing. News Corp recently bought Photobucket as one of MySpace’s Monetization efforts. Photo sharing is one of the top segments and in the US the top 10 photo sharing sites draws around 50 million visitors each month. I have

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Shutterfly: Acquisition Target?

Jim Clark launched Shutterfly on December 13, 1999. On the same day Clark’s partner from Netscape, Jim Barksdale, launched Ofoto. Shutterfly is headquartered at Redwood Shores, California and offers storing, sharing, enhancing and printing of photos, as well as photo merchandise. Shutterfly has over 900 million photographs in its archive and was awarded the Field

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News Corp’s Vertical Posturing

News Corp has just acquired Photobucket in a strategic move to monetize its MySpace asset. My prior writings leading up to this acquisition are below: * News Corp : Bewildered Pioneer * Monetize the MySpace Parasites * Web 3.0 and Photobucket * Web 3.0 & Photo Sharing : Overview * Web 3.0 & Photosharing :

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Web 3.0 & Photo Sharing: Synthesis

Photo sharing is one of the top segments online and the top 10 photo sharing sites in the US draws as many as 50 million users every month. According to Hitwise, 4.9% of all Internet traffic went to the top 20 social networking sites like YouTube, MySpace, Photobucket, Flickr and Facebook, making photo sharing one

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Web 3.0 and Shutterfly

We have already discussed an overview of the photo sharing industry and looked closely at the leaders: Flickr, Photobucket and Kodak Gallery. Here we will take a look at Shutterfly’s offering from a Web 3.0 perspective.

Shutterfly Should NOT Go Public

Shutterfly’s impending precarious IPO.