eBay vs. Amazon: Which is a Better Company?

Holiday shopping is on everyone’s mind. All e-commerce players stand to gain. Here are 4 charts that compare eBay and Amazon’s performance. I would like you to take a look at them and provide your comments on which one is a better company, and why.

Web 3.0 & MSN (Part 3)

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the MSN sites. We have not gone into the details of all the properties, but you can review the Web 3.0 section of this site for detailed discussions on some of the vertical categories. Context MSN Astrology provides horoscopes and

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Will Mark Hurd Write a Book?

On November 19, Hewlett Packard Co (NYSE:HPQ) posted its Q4 earnings that beat all estimates. Revenue went up 15% y-o-y and 11.4% q-o-q to $28.3 billion. GAAP operating profit was $2.6 billion and GAAP diluted EPS was $0.81, up from $0.6 in Q4 2006. For full fiscal 2007, net revenue was $104.3 billion (up 14%),

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Web 3.0 & MSN (Part 2)

Vertical Strategy MSN (an abbreviation of Microsoft Network) is a collection of Internet services provided by Microsoft. MSN provides a range of Internet services and it services have changed significantly since its release. We will take a look at the Company’s various online businesses below, with a special emphasis on its verticals. Horizontal Search MSN

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Dell’s Turnaround: Not Bad

On November 29, Dell (Nasdaq: DELL) reported results for its third quarter of fiscal year 2008 ending 2 November, 2007. Earlier posts are available here and here. Revenue was $15.6 billion, up 9% y-o-y. Operating income increased 13% to $829 million and EPS was $0.34 (up 26% y-o-y) driven by strength in mobility, solid demand

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Marvell: Intel Deal Intelligent?

By Vijay Nagarajan, Guest Author Marvell (MRVL) is a Santa Clara based semiconductor company with a wide footprint ranging from storage, communications and consumer products. It was started in 1995 by Sehat Sutardja, his wife Weili Dai and his brother Pantas Sutardja. iPhone fans will know this company as the provider of its Wi-Fi capabilities.

Web 3.0 & MSN (Part 1)

Introduction MSN is the all in one Internet portal of Microsoft. The Company has divided its core business into three divisions – Platform products and services division, Business division and Entertainment and Devices Division. The online services group comes under the first division. Microsoft, through MSN, has significant presence in the online business and owns

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IBM’s Portfolio Rebalancing

I recently wrote about IBM just before its earnings were released. Here’s an update. International Business Machines Corporation (NYSE: IBM) released their earnings for Q3 on October 16. Total revenues were $24.1 billion, up 6.6% y-o-y. Diluted earnings were $1.68 per share, up 16% y-o-y. Segment-wise, Global Business Services had revenues of $4.6 billion, a

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