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
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%
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
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
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
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
Akamai will be Essential for Hotspot Prevention
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)
Atheros and the u-Nav gambit
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
Blue Nile Needs to Up-Sell
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