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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Murdoch’s Next: Monster?

I covered Monster (MNST) previously last July touching on how the company was expanding both vertically in the domestic front and on the international front. My main point then was whether Monster could expand enough internationally to get out of its sole reliance on the U.S. market and place hedge footprints in relevant geographies. Q3

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Web 3.0 & eBay (Part 5)

Conclusion We have had a look at eBay’s business and verticals and discussed them from a Web 3.0 perspective over the last few days. eBay has been experiencing a slow down in its growth rate. Skype is struggling and the Company is working on better monetizing Skype. PayPal on the other hand has been doing

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Yahoo Must Acquire Shutterfly

I have covered Shutterfly (Nasdaq: SFLY) a few times here already. I have had my eye on the company for a while, and have pegged it as an acquisition target for Yahoo, especially. Last week, amidst market doldrums, I managed to pick up a chunk of SFLY at a good price, and have already seen

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