Not Bullish on eBay

I said earlier upon Meg Whitman’s departure that eBay has a bounce back opportunity ahead. As their new CEO, John Donahoe, announced Q1 results today, they exceeded market expectations on all counts. Q1 revenues of $2.19 billion and EPS of $0.42 were higher than analysts’ views of $2.08 billion revenue with $0.39 EPS.

Next Phase in High Tech Individualism

By Michael Kanazawa, Guest Author Dell just announced a massive change in direction that may leave a mark as meaningful as when Ford shifted the market from individual coach-builders to mass production. It’s not exactly the same situation, but it is a shift in manufacturing and business model that makes a huge statement about social

Read Full Article »

Marvell: “A product cycle company”

By Vijay Nagarajan, Guest Author As part of our coverage of the mobile chip vendor space, we looked at Qualcomm, InterDigital, Broadcom and Texas Instruments in great detail. We now move on to another interesting and aggressive fabless semiconductor company – Marvell Technology group. Earlier coverage on Marvell can be found here, here and here.

Private Equity on Steroids (Part 1)

By Dominique Trempont, Guest Author For the last couple of years, we saw an unprecedented wave of private equity deals. Even though the current debt crisis is drying up some of Private Equity’s easy cash source, there are opportunities for savvy investors in the midst of the current chaos.

Stanford’s Seed Fund

While we’ve been on the topic of seed funding, Techcrunch is reporting the launch of a new seed fund at Stanford.

TI+InterDigital = 3G Consolidation?

By Vijay Nagarajan, Guest Author In the previous article, I discussed what an acquisition of InterDigital can do to TI. What then will happen to the cellular industry and the 3G value chain?

TI Should Acquire Interdigital

By Vijay Nagarajan, Guest Author In my recently completed series on Texas Instruments, I pointed out that TI was not in a great position as far as 3G is concerned. I subsequently also suggested that the company ally with InterDigital to prevent further damage. Let us take this a step further and examine what it

Read Full Article »

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?