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eBay vs. Amazon: Which is a Better Company?

Posted on Thursday, Dec 6th

Holiday shopping is on everyone’s mind. All e-commerce players stand to gain. Here are 4 charts that compare eBay and Amazon’s performance. I would like you to take a look at them and provide your comments on which one is a better company, and why.

Web 3.0 & MSN (Part 3)

Posted on Wednesday, Dec 5th

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the MSN sites. We have not gone into the details of all the properties, but you can review the Web 3.0 section of this site for detailed discussions on some of the vertical categories. Context MSN Astrology provides horoscopes and

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Web 3.0 & MSN (Part 2)

Posted on Tuesday, Dec 4th

Vertical Strategy MSN (an abbreviation of Microsoft Network) is a collection of Internet services provided by Microsoft. MSN provides a range of Internet services and it services have changed significantly since its release. We will take a look at the Company’s various online businesses below, with a special emphasis on its verticals. Horizontal Search MSN

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Marvell: Intel Deal Intelligent?

Posted on Tuesday, Dec 4th

By Vijay Nagarajan, Guest Author Marvell (MRVL) is a Santa Clara based semiconductor company with a wide footprint ranging from storage, communications and consumer products. It was started in 1995 by Sehat Sutardja, his wife Weili Dai and his brother Pantas Sutardja. iPhone fans will know this company as the provider of its Wi-Fi capabilities.

Web 3.0 & MSN (Part 1)

Posted on Monday, Dec 3rd

Introduction MSN is the all in one Internet portal of Microsoft. The Company has divided its core business into three divisions – Platform products and services division, Business division and Entertainment and Devices Division. The online services group comes under the first division. Microsoft, through MSN, has significant presence in the online business and owns

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Murdoch’s Next: Monster?

Posted on Friday, Nov 30th

I covered Monster (MNST) previously last July touching on how the company was expanding both vertically in the domestic front and on the international front. My main point then was whether Monster could expand enough internationally to get out of its sole reliance on the U.S. market and place hedge footprints in relevant geographies. Q3

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Web 3.0 & eBay (Part 5)

Posted on Friday, Nov 30th

Conclusion We have had a look at eBay’s business and verticals and discussed them from a Web 3.0 perspective over the last few days. eBay has been experiencing a slow down in its growth rate. Skype is struggling and the Company is working on better monetizing Skype. PayPal on the other hand has been doing

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Yahoo Must Acquire Shutterfly

Posted on Thursday, Nov 29th

I have covered Shutterfly (Nasdaq: SFLY) a few times here already. I have had my eye on the company for a while, and have pegged it as an acquisition target for Yahoo, especially. Last week, amidst market doldrums, I managed to pick up a chunk of SFLY at a good price, and have already seen

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