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Web 3.0 & McClatchy (Part 5)

Posted on Friday, Oct 5th

Conclusion McClatchy is in the business of publishing newspapers, which is in turmoil due to the falling advertising and circulation revenues, and McClatchy is a victim of that trend. Falling real estate, auto, jobs and personal advertisements have resulted in the sharp fall in vertical classified revenues. McClatchy is trying to recover. The key reasons

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IPTV, Next-Gen Television: The Box

Posted on Thursday, Oct 4th

By Mitch Berman, Guest Author Previous Posts: * IPTV: Next-Gen Television? * IPTV, Next-Gen Television: The Operators It’s the Chinese Wall, the troll under the bridge, the fallen tree blocking the road. It’s been the anathema of consumer-delivered payTV services around the world. It’s… the Set Top Box! We already have TV boxes from cable

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Web 3.0 & Gannett (Part 4)

Posted on Thursday, Sep 27th

Acquisition Targets Gannett doesn’t have much of a presence in the Online Personals or Dating space. It could look at acquiring a site as a large portion of the newspaper personals have shifted from print to the Internet and Gannett should preserve its share of the pie. Gannett could consider acquiring sites like, OkCupid, Engage,

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Enterprise 3.0 Framework: Recap

Posted on Monday, Sep 10th

I wrote a framework piece defining next generation Enterprise software, and wrote a number of derivative pieces on the subject about specific companies. Just like we added to the Web 3.0 framework last week, this week we need to add to the Enterprise 3.0 framework as well. But first, here’s the recap. Definition: Enterprise 3.0

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Business Objects Looks Great

Posted on Friday, Sep 7th

Business Objects (NASDAQ: BOBJ), a French company that provides business intelligence (BI) to enterprises, is riding high on superlative second quarter performance announced on July 25. All its 3 major revenue lines – licensed software (Q2/07 revenue $149 million, up 21% year-over-year), maintenance ($152 million, +23% y-o-y) and global services ($62 million, +29% y-o-y) –

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Web 3.0 and Verticalization

Posted on Thursday, Sep 6th

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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Eric Benhamou & the Turnaround of 3Com (Part 18)

Posted on Thursday, Sep 6th

To conclude an extremely interesting interview, here is a final, reflective segment with Eric. We will continue the story of Palm separately, later in September, once Palm’s shareholder vote for the Elevation Partners deal is completed. SM: You have watched what happened since then. What lost 3Com the position you were in at the end

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Eric Benhamou & the Turnaround of 3Com (Part 13)

Posted on Saturday, Sep 1st

3Com challenged Cisco with a Boundary Router strategy that threatened Cisco’s core router franchise. SM: So what prevented you from finally catching Cisco and passing them? EB: In 1997, there was one major shock for 3Com. More and more enterprise networks had to extend into carrier networks. Enterprises could not build all of these large

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