categories
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
Marvell Still Has Operational Challenges
On August 28, chipmaker Marvell Technology Group Ltd. (NASDAQ: MRVL), reported strong Q2 results that beat estimates. However, its weak revenue forecast disappointed the market and led to a fall in the share price. Marvell’s chips are used in the 3G iPhone as well as the BlackBerry. Marvell is also on my list of Top
Dell Targets India
Dell and rival HP continue to jockey over market share. As per market intelligence firm IDC, Dell increased its market share from 15.5% last quarter to 16.4% versus HP’s 18.9%. It has grown 21.4% y-o-y compared with the industry growth rate of 15.3%. But this growth has apparently come at the cost of profit: yesterday
Deal Radar 2008: Veodia
Video production was traditionally cumbersome. Veodia plans to change that, by offering its clients the ability to stream high quality video via an SaaS platform. Its service allows companies to broadcast live, on-demand videos without making significant investments in manpower and technology.
Intuit Poised
On August 21, Intuit (Nasdaq: INTU) reported fiscal year 2008 and fourth quarter earnings that beat Street estimates. Q4 revenue grew 11% to $478 million, beating the Street estimate of $470 million.
Deal Radar 2008: ON24
ON24, the global leader in webcasting and virtual events solutions, is headquartered in San Francisco, California. It was co-founded by Sharat Sharan in 1998 as Newsource, a distribution center for Internet-based video press releases. In 1999, it changed its name to ON24 and its focus to that of a financial multimedia company. Following the dot
Comcast Pursues Roll-Up Strategy
Comcast (CMCSA) has been managing to beat the economic downturn. Its quarterly performance and the rising stock price are indicative of the company’s execution strength.
Top 12 Consumer Internet Stocks
My thesis on Web 3.0 is based on the verticalization of the web around specific Contexts. Here is a top 12 list of Consumer Internet stocks, some of which, to varying degrees, understand how to create a business around a vertical context.
Deal Radar 2008: Dimdim
Dimdim is a web-based conferencing service. Unlike other online conference platforms, Dimdim does not require users to download any client – a big win over the competing offerings from WebEx, Adobe, and GoToMeeting.