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Web 3.0 & Walt Disney (Part 5)

Posted on Friday, Nov 9th

Conclusion Walt Disney Co., the second-largest U.S. entertainment company, reported on Thursday a 12% rise in quarterly profit, driven by sports network ESPN, more visitors at theme parks, and increased sales of consumer products but revenue just missed Wall Street’s target. Disney reported net income of $877 million, or 44 cents per share, for the

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Accenture Has Survived the India Onslaught Well

Posted on Friday, Nov 9th

Based out of Bermuda, one first wonders if Accenture is a fly-by-night. But this is hardly the case. The former Andersen Consulting, tainted by Enron, is now a $20 billion strong management consulting, technology services, and outsourcing company. For Accenture, consulting represented 60% of revenue ($11.86 billion) and outsourcing 40% ($7.84 billion). Despite the current

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Web 3.0 & Walt Disney (Part 4)

Posted on Thursday, Nov 8th

Acquisition Targets Disney has made quite a few acquisitions in the past. Recently it acquired Club Penguin, a kid-friendly virtual world where children can play games, have fun and interact with each other. The Company is evaluating various other opportunities and here we will take a look at the possible acquisition targets for Disney. Disney

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McAfee After the Troubles?

Posted on Thursday, Nov 8th

McAfee (MFE) is a boxing fighter in the 7th round of an ongoing, drag-down fight. Its core services are data and system protection but it’s name was dragging mud until a drastic management changeover took place. McAfee’s CEO was replaced with Dave DeWalt formerly from EMC in March 2007. DeWalt cleaned out old management, quickly

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Web 3.0 & Walt Disney (Part 3)

Posted on Wednesday, Nov 7th

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Walt Disney 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 We all know that

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Cognizant’s Growth Will Come From Europe

Posted on Wednesday, Nov 7th

Cognizant’s (CTSH) 45,500 employees provide global IT and business process outsourcing services, including in financial services (up 49% YoY), healthcare (up 62% YoY), and retail/manufacturing/logistics (48% YoY). With a 62% YoY growth, the question is will Cognizant maintain its speed into Q4, especially with the current market jitters? Q2 revenue posted at $516.5 million, up

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Web 3.0 & Walt Disney (Part 2)

Posted on Tuesday, Nov 6th

Vertical Strategy Walt Disney operates various Internet properties that cater to a large cross-section of the society. It’s popular sites are Disney.com, FamilyFun.com, Movies.com, ESPN, etc. We will take a look at the Company’s various online verticals below. Disney operates a host of sites in the entertainment space that caters to both the young and

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QualComm: More on Valuation

Posted on Tuesday, Nov 6th

By Vijay Nagarajan, Guest Author As I mentioned in my last article, QCOM has been pro-actively chasing more silicon with diversification efforts and aggressive development. There are a some key attributes to note – All the extra growth comes from its semiconductor business. Though at lower margins, it is a no litigation, no risk income.

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