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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
strategy consultant
McClatchy: Focusing on Online and Local
The McClatchy Company is the third largest newspaper company in the United States. The Company publishes 31 daily newspapers and approximately 50 non-dailies across 29 locations in the United States. The prominent newspapers from the Company include the Miami Herald, the Kansas City Star, the Charlotte Observer and the Sacramento Bee. McClatchy also owns some
DJ: Acquiring Online Businesses
Dow Jones & Company Inc. is a leading media Company engaged in providing global business and financial news across various media platforms that include newspapers, magazines, online content, radio and television. The Company aims to become the number one provider of high quality, easy accessible relevant business content. The Company has three operating segments Consumer
Cisco’s War Cry Against Microsoft
Last week’s acquisition of Webex by Networking giant Cisco is a clear war cry against Microsoft. What battlefield will this war be fought on? My take is, Collaboration will become the battlefield for these two titans’ epic battle. I have already written about this last week. Now, I want to add to the theme by
NYT: Print to Digital
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. The Company also owns nine network-affiliated television stations and two New York radio stations. NYT owns approximately 35 Web sites, including NYTimes.com, Boston.com and About.com.
Microsoft’s Growth Strategy Revisited
On April 10, 2005, almost immediately after I started this blog, I had written a piece called Microsoft’s Two Should-Be Acquisition Candidates, from the point of view of addressing the growth trends in the SME markets. The two candidates were: Autodesk (ADSK) and PayChex (PAYX). I have to pay close attention to Microsoft, since my
Indian Incubator Fund: Specs (Part 2)
We dicussed the “Problem” in the last part. In this one, let’s discuss the “Entrepreneur”. Again, I’ll tell you a story from my own experience. My advisor at MIT, Prof. Anant Agarwal, was (is) also an entrepreneur. So, when I walked into his office one day in 1994, and declared that I wanted to finish
Oracle Acquires Hyperion
Continuing his acquisition binge, Ellison acquires Hyperion (HYSL) for $3.3 Billion. This also continues the consolidation of the Enterprise Software space, which is now only left with SAP as the major other player. WSJ Coverage here. There are, however, a number of mid and small sized companies: Opentext (OTEX; Content Management; Market Cap $1.08 Billion),
Web 3.0 = (4C+P+VS) = YahooBAY
On September 8th, 2005, I wrote a piece called YahooBay, not SkypeBay, as eBAY prepared to buy Skype. Since then, eBAY has stabilized, their core auction business is doing better, although Skype still remains a relatively unmonetized asset. I hope this changes relatively soon, since I am a shareholder, but I still maintain, it is
