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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
tech-lbo
Should Netflix own proprietary content?
Tiffany does. HBO does. Jewelry designer Paloma Picasso designs exclusive pieces for Tiffany. It gives consumers a reason to come to Tiffany and only to Tiffany to buy designer jewelry by Paloma Picasso, Elsa Peretti and others. Roger McNamee writes: “If you are a content owner, proliferating distribution offers lots of opportunity for incremental profits.
Mentor Graphics: Target for SilverLake?
Mentor Graphics is No. 3 in the Electronics Design Automation (EDA) market, after Cadence and Synopsys. The EDA market itself is not that large, roughly $4 Billion, declining rapidly to $3.5 Bilion due to its tough price-wars. Such a market cannot support 3 major players, and Mentor ought to be a classic acquisition target for
Heritage Hotels: Roll-up opportunity for a Private Equity firm?
Spain developed the Paradors concept very effectively, by converting old forts, palaces, and monasteries into beautiful “experience hotels”. India has done only the beginnings of this, but has a very long way to go yet. Here is a business concept for KKR or Carlyle for India: The real estate market is booming. Old, beautiful architecture
Saba, Aussi!
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,
E.piphany should change its Business Model to survive
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,
SiP versus Structured ASICs
Semiconductors and Electronics have invaded every aspect of our lives in fairly extensive ways. During the last quarter of the twentieth century, this segment received enormous attention, venture investment, and duly provided some amazing vision, thought leadership, and innovation. Now, in the first decade of the 21st Century, the industry is showing signs of hitting
