Web 3.0 & Google (Part 3)

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Google sites. This is, in fact, an interesting analysis, since Google’s horizontal approach is pretty much against the grain of the vertical nature of my Web 3.0 framework.

Web 3.0 & Google (Part 2)

Vertical Strategy Google has adamantly maintained that a magically simple, clean User Interface is part of its key to world domination. This year, however, we have started seeing a clear trend towards verticalization of the web. In fact, my entire Web 3.0 thesis is based on verticalization, and Vertical Search, in particular, is a key

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Good Technology Stock Blogs

As you know, I cover pretty much the entire spectrum of Technology Stocks. Here are some others who do a good job on the topic, and I read some of their work to stay on top of the market, myself. I must say, however, that it is becoming increasingly challenging to read everything that one

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Web 3.0 & Google (Part 1)

Introduction Google is the world’s largest search engine and online advertising network. Founded in 1998 by Stanford Ph.D. students Larry Page and Sergey Brin, Google today is a top web property in all major global markets. It is the largest American company (by market capitalization over $217 billion) that is not part of the Dow

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Atheros and the u-Nav gambit

By Vijay Nagarajan, Guest Author I have, so far, refrained from expressing my opinions about my company, Atheros Communications (ATHR). But yesterday, we announced that we will acquire u-Nav Microelectronics for $54 million that includes $15.4 million in cash and 1.28 million shares of Atheros common stock. This news has forced me out of my

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Blue Nile Needs to Up-Sell

Back in May I rated Blue Nile (NILE), the leading online retailer of diamonds and fine jewelry, very well in terms of Web 3.0. Blue Nile takes the approach of providing in-depth educational content and vertical search tools that aim to make consumers feel in control of the jewelry shopping process. Many males will admit

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eBay vs Amazon: My Take

So, I asked you to think about whether eBay or Amazon is a better company. I pointed out that Amazon’s stock is performing a lot better than eBay’s this year. One of you rightly pointed out that Amazon’s margins are a problem. Indeed, as I discussed at length in the series we just completed, Amazon

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Web 3.0 & Amazon (Part 5)

Conclusion We have reviewed Amazon’s strategy in the upcoming Web 3.0 world over the last few days. Amazon has been focusing on enhancing its technology, introducing new categories of products and services (recently introduced, Amazon MP3 and Grocery), increasing depth of selection in each category, opening new markets (UK, Germany, Japan), offering better shopping tools

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