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Leapfrog’s Turnaround Strategy May Yield Success in ’08

Posted on Thursday, Nov 22nd

LeapFrog Enterprises (LF) was last left off in this blog with the March 2007 analysis of a possible turnaround strategy. Unfortunately, if you compare the stock charts then and now, they are eerily similar. To understand what is going on over at its Emeryville headquarters, I sat down with CEO Jeff Katz (great guy) last

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Web 3.0 & Yahoo! (Part 4)

Posted on Thursday, Nov 22nd

Acquisition Strategy Yahoo! has made several acquisitions this year, primarily in display advertising. The key acquisitions were MyBlogLog, Right Media, BuzzTracker, Rivals.com, Zimbra and BlueLithium. Of these, RightMedia and Blue Lithium are good moves to consolidate its Ad Networks position, but Zimbra, in my opinion, is not a good acquisition. I feel Yahoo! can improve

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Web 3.0 & Yahoo! (Part 3)

Posted on Wednesday, Nov 21st

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Yahoo! 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. However, here are some examples of

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Samsung’s Convergence Device Prospects Remain Strong

Posted on Wednesday, Nov 21st

I recently covered Samsung, a major vendor of iPhone’s components which also has the manufacturing and design capabilities to become the iPhone’s major competitor in the future. This post will take a look at the company since its earnings release on 12 October. For the third quarter ending Sept. 30, 2007, Samsung reported revenues of

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Web 3.0 & Yahoo! (Part 2)

Posted on Tuesday, Nov 20th

Vertical Strategy Yahoo! is the most popular portal in the world and is present in almost all the important verticals. We will take a look at the Company’s various online verticals below. Finance Yahoo! Finance provides financial information, tools and advice on personal financial management. The site is among the top five finance sites. The

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Interdigital: A strategic shift

Posted on Tuesday, Nov 20th

By Vijay Nagarajan, Guest Author In my introduction to Interdigital (IDCC), I had talked about the company’s past. As we saw, despite a visionary beginning, IDCC is yet to find its place in the wireless world. Instead, it has taken an exclusive IP licensing route making money off lawsuits so far. A key reason for

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Convergence Device: Nokia Aligns with ST, Motorola with Infineon

Posted on Tuesday, Nov 20th

Following my posts on Texas Instruments, STMicro, ARM, Infineon in the iPhone and the Future series as well as the iPhone’s Component Ecosystem series, here is an update on the companies. Texas Instruments Incorporated (NYSE: TXN) reported revenues of $3.66 billion for the third-quarter 2007 on 22 October, up 7% sequentially and down 3% y-o-y.

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Web 3.0 & Yahoo! (Part 1)

Posted on Monday, Nov 19th

Introduction Founded in 1994 by Stanford Ph.D. students David Filo and Jerry Yang, Yahoo! began as a hobby and has evolved into a leading global brand that has changed the way people communicate with each other, conduct transactions and access, share, and create information. Today, Yahoo! Inc. has become the world’s largest global online network

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