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.

Newspaper Stocks: NYTimes, Gannett, McClatchy

US newspaper stocks have been facing the brunt of worsening economic conditions and the attack from digital media. The main source of their revenues – vertical classifieds – have steadily been moving online. Their response should be to invest in and acquire online verticals, which has happened to some extent. Not enough, though. The latest

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Deal Radar 2008: Telanetix

Telanetix is a communications service provider which offers telepresence and VoIP services to businesses. The company was founded by Thomas A. Szabo, Rob Arnold, and Bob Alford in 2001 and is headquartered in Bellevue, Washington. The trio had previously worked together on digital distribution provider Digital on Demand and multimedia solution provider RedDotNet (both of

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Still Bullish On Salesforce.com

Despite crossing the $1 billion annual revenue milestone, Salesforce.com’s shares plunged amidst concerns about its “slow growth” and lower-than-expected deferred revenue and guidance.

Deal Radar 2008: Ning

Ning is a social publishing platform that allows users to create their own social websites and social networks. It was founded in 2004 by Marc Andreessen and Gina Bianchini as a stealth startup called 24 Hour Laundry. The Palo Alto, California-based company changed its name to Ning, which means peace in Chinese, in October 2005.

Deal Radar 2008: ID Analytics

ID Analytics is the leader in on-demand identity intelligence. The company’s original focus was identity fraud and identity risk management solutions, but it has now evolved to cover visibility into individual identities.