Hero banner

categories

HOT TOPICS

strategy consultant

ST Microelectronics: Financials

Posted on Friday, May 23rd

By Vijay Nagarajan, Guest Author In the introduction to this series, I reviewed the company’s history and businesses. Let us now review the company’s financials from a more holistic perspective.

Deal Radar 2008: Comcast Buys Plaxo

Posted on Thursday, May 15th

Just as I said Comcast has not been doing anything to beef up its internet portfolio, they announced the acquisition of Plaxo for an estimated $150 Million.

TiE’s E-Bazaar

Posted on Thursday, May 8th

TiEcon 2008 is coming up, and one of the programs they offer for entrepreneurs looking for funding is EBazaar.

Microsoft’s Shopping List

Posted on Monday, May 5th

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?

Qualcomm: Valuation Revisited

Posted on Sunday, May 4th

By Vijay Nagarajan, Guest Author It has been around six months since I wrote my Qualcomm valuation series. I had at that time valued the company at $44.60. Following the company’s fiscal second quarter 2008 earnings conference call I reviewed its mobile opportunities, strategy and also its product strategy for convergence and mobile computing in

Read Full Article »

Catching Up on Readings: Bootstrap Yourself!

Posted on Saturday, Apr 26th

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:

Apple’s Dramatic Risks and Ambitions

Posted on Thursday, Apr 24th

News from Apple is often big news. Apple released its second quarter results yesterday. Revenue was $7.51 billion, down 22% q-o-q and up 42% y-o-y driven by strong demand for Macs and the ever-popular iPhone. Net income was $1.05 billion, or $1.16 per diluted share, up 36% y-o-y. International sales, which were 44% of the

Read Full Article »

Deal Radar 2008: TutorVista

Posted on Tuesday, Apr 22nd

Located in Bangalore, India, TutorVista provides scheduled and on-demand tutoring to students all over the world. In an attempt to penetrate the $2.5 billion-a-year private tutoring market in the US, Krishnan Ganesh founded TutorVista in 2005, which has grown to include over 100,000 registered users, although the actual number of students tutored by the company

Read Full Article »