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ZipRealty – Challenging Times, But

Posted on Friday, Jan 18th

We have discussed the online real estate industry and Zip Realty in 2007. Here we will take a look at Zip Realty’s recent situation, it performance and its options.

Forbes Column 08: A Recession-Proof Corner of the Tech Sector

Posted on Friday, Jan 18th

Check it out here.

Today’s Two Big Acquisitions

Posted on Wednesday, Jan 16th

Sun is buying open source database maker MySQL for $1 Billion. More than 100 million copies of MySQL’s database software have been downloaded and 50,000 copies are downloaded daily. MySQL had raised $39 million from Benchmark, Index, IVP, Intel, and SAP, and was in IPO discussions. It’s good to see that MySQL has found a

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Viacom – Discovering its Mojo

Posted on Wednesday, Jan 16th

We did a lengthy review of Viacom’s (NYSE: VIA-B) vertical strategy in the Fall. Meanwhile, revenues were up 24% in 3Q07 to $3.27 billion. Adjusted net earnings grew 20% to $437 million and diluted EPS were $0.65, a 27% increase over 3Q06. The solid performance was due to the DreamWorks-Paramount blockbuster Transformers. Earlier this month,

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Accenture Should Roll-Up Indian Services Companies

Posted on Tuesday, Jan 15th

Is Accenture (ACN) still in the body-shop business model? Yep. Why ruin a good thing when it’s working, some would ask. And India continues to be a strong leverage point for Accenture’s outsourcing activities, with a new consulting center opened in the last quarter. This was also reflected in the 40% increase in staff being

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Infosys In Light of Recession Fears

Posted on Monday, Jan 14th

The general feeling of the West has been that the rise of the rupee would slow down the immense growth of business being funneled into India. The reality is that growth continues to boom in India, barely slowed by currency exchange rates. The short term looks alright for Infosys (Nasdaq: INFY). Infosys’ Q3 revenues posted

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Time Warner’s Restructuring

Posted on Thursday, Jan 10th

Time Warner’s (NYSE: TWX) shares have gone nowhere during the past five years and shareholders have been crying for radical action. The Company has appointed Jeff Bewkes as the new CEO. He is expected to turnaround the entertainment conglomerate by taking some tough decisions. Here’s what I think Time Warner should do.

Time to Buy Comcast?

Posted on Monday, Jan 7th

2007 has been a terrible year for Comcast (Nasdaq: CMCSA), the stock having lost over 35% value. Is it time to buy or does it have more downside? For one thing, Comcast is not going away. It dominates the US multi-channel television market, serving more than 21 million customers with an HFC network that passes

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