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Mossberg’s iPhone Review: UI

Posted on Tuesday, Jun 26th

Walt Mossberg of WSJ and a handful of other journalists have started publishing their iPhone reviews. :: The iPhone’s most controversial feature, the omission of a physical keyboard in favor of a virtual keyboard on the screen, turned out in our tests to be a nonissue, despite our deep initial skepticism. After five days of

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“Protect Your Dilution” – Justin Floyd

Posted on Thursday, Jun 21st

The phone rang this morning, just as I put the last piece of peach in my mouth. It was a scheduled call with Justin Floyd, Founder of SmartFundit. Rene Bonvanie mentioned the company during our recent interview. What followed was a hilarious conversation that started with a very “British” guy, introducing himself, and my saying,

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Panel on Enterprise 3.0 & Collaboration

Posted on Sunday, Jun 17th

On June 25th, I am moderating a panel discussion on the future of Enterprise 3.0 Collaboration. If you are in the Bay Area, and interested in the topic, do consider attending. You can register here. And if you are one my readers, please do come up and introduce yourself.

Salesforce.com’s Incubator: René Bonvanie (Part 11)

Posted on Saturday, Jun 16th

To conclude the interview, I bring up the topic of branding. It seems obvious that Salesforce is moving beyond what it’s name suggests it offers clients. At this point, their brand is vastly less ambitious than the company. SM: My final question is regarding AppExchange. Salesforce seems to be moving beyond CRM. RB: We are

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Palm: Stop Missing Obvious Opportunities

Posted on Tuesday, Jun 12th

I spent a chunk of my professional career working on turnarounds. Thus, I always find it interesting to look at companies which are in turnaround situations. Palm, obviously, is. What’s incredible to me is how Palm keeps missing opportunities to provide real value to its customers. Take the example of 2 services that have become

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IBM’s India Strategy

Posted on Thursday, Apr 19th

Last week’s Economist had an article called Hungry Tiger, Dancing Elephant. It traces IBM’s globalization efforts, and especially analyzes their India strategy. :: (IBM CEO) Mr Palmisano announced that IBM would invest a further $6 billion in India over the coming three years, up from $2 billion in the previous three. That sum does not

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Saba, Aussi!

Posted on Wednesday, Apr 6th

Meaning, Saba as well. The blue-print for Epiphany and that for Saba are quite similar. The space is different, and hence the nuances are different. Saba is about a $35M company, with a $75M market cap and a leader in the Corporate e-learning space. Enterprise Learning Management Software (LMS) is used to create e-learning solutions,

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E.piphany should change its Business Model to survive

Posted on Wednesday, Apr 6th

What does an erstwhile star company, with a stock price now stagnating between $3-$6 and a ~$250M market cap do next? Revenues have fallen from $125M in 2001 to the $80M 2004 sales number. Maintenance and Professional Services account for more than two-third of the company’s sales. If you look around in the CRM space,

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