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Akamai will be Essential for Hotspot Prevention

Posted on Monday, Dec 17th

I had earlier written on Akamai as an Online Video beneficiary and the impact of Level 3’s price cuts on Akamai. You can also read my interview with its founder to see why I think guys like Howard Lindzon are rushing too soon in shorting Akamai. On October 24, 2007, Akamai Technologies, Inc. (NASDAQ: AKAM)

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Atheros and the u-Nav gambit

Posted on Monday, Dec 17th

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

Posted on Friday, Dec 14th

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

Posted on Friday, Dec 14th

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)

Posted on Friday, Dec 14th

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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Standing by WebMD

Posted on Thursday, Dec 13th

WebMD Health Corp. (WBMD) is a familiar home to anyone who has ever searched the Internet for a cure to bad food, a sprained ankle, the difference between a pulled muscle and torn hamstring, or between schizophrenia and schizoaffective disorder. I covered their business concept at length in an earlier comparison article on health websites

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Web 3.0 & Amazon (Part 4)

Posted on Thursday, Dec 13th

Acquisition Targets Amazon has been slow to acquire companies. Amazon acquired dpreview.com, a London-based digital photography review site in May 2007. Amazon needs to use acquisitions to enter businesses that have a higher profitability dynamic in their business models. For example, Amazon could consider acquiring on-demand, customized product creation company CafePress. CafePress.com is a growing

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Web 3.0 & Amazon (Part 3)

Posted on Wednesday, Dec 12th

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Amazon sites. Context Amazon’s primary Context is shopping. Whether it is for books, music, toys, or clothes, you come to Amazon to shop. Content Amazon has really good content about its merchandise. In fact, the Amazon catalog is a

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