Web 3.0 & Google (Part 4)

Acquisition Strategy Google has made several acquisitions this year. The key acquisitions were Adscape, Trendalyzer, Marratech, FeedBurner, PeakStream, GrandCentral, Postini and Jaiku. Google is yet to complete its $3.1 billion acquisition of DoubleClick Inc., a global leader in digital marketing technology and services. Google’s acquisition strategy is different from most other companies. Google has mostly

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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.

Seagate and Online Video

On October 16, Seagate Technology (NYSE: STX) reported its financial results for Q1 fiscal 2008. Earlier post on the company, part of the Online Video Beneficiaries series, is available here. For the quarter ended September 28, 2007, revenue was $3.3 billion, up 18% y-o-y and 20.5% q-o-q. GAAP net income was $355 million and diluted

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SaaS Companies Growing Nicely

I had earlier covered Omniture, Concur, Right Now, Taleo, and Citrix as part of the Enterprise 3.0 series. Let us now look at how they have fared since then. On October 30, Omniture, Inc. (NASDAQ: OMTR) (previous coverage here) reported its financial results for Q3 2007. Revenue was $37.4 million, up 78% y-o-y and 12%

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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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Apple Has Too Much Cash

Apple has too much cash, says Fortune. $15 Billion to be specific. So what should Apple buy? Oh, I like the Netflix idea, but perhaps it’s time for some radical thinking. Why not buy Dell, and take the idea of vertical integration to the extreme? Think about all the enterprise customer relationships, the PC market

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