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HOT TOPICS
- 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
Palm, RIM and the Red Hot Smartphone market
Both Palm and RIM released their earnings in early October. Here is a look on their results and latest developments since my last set of posts on these companies. Palm (Nasdaq:PALM) reported total revenue of $360.8 million in the first quarter of fiscal year 2008, up 1% y-o-y. Net loss was $0.8 million, or $0.01
Web 3.0 & Time Warner (Part 5)
Conclusion Time Warner’s businesses include AOL, Time Inc., Time Warner Cable, Home Box Office, New Line Cinema, Turner Broadcasting System and Warner Bros. Time Warner is contemplating spinning off a portion of Time Warner Cable at some point in the future, and is also rumored to be exploring the possibility of spinning out AOL and/or
QualComm: The effect on Valuation
By Vijay Nagarajan, Guest Author I have so far presented my projections of QualComm’s revenues for the next few years. In this part, I will perform an event-analysis based valuation of the wireless leader. I have only considered potential pitfalls in this analysis. In the sequel, I will look at what I consider are positive
Web 3.0 & Time Warner (Part 4)
Acquisition Targets Time Warner is a rather complex, diversified media company. Keeping in mind that AOL is a division of Time Warner, which could be spun off into an independent business in the future, we will discuss the acquisition targets under two broad categories – 1) acquisition targets for Time Warner (including Time Inc.) and
SAP Aggressively Going After SaaS, SME, Business Users
SAP (NYSE:SAP) reported its earnings on October 18 for the third quarter of fiscal 2007. Its revenues were €2.42 billion up 9% y-o-y. Net income was €408 million, a y-o-y increase of 10% over €370 million last year. EPS was €0.34, up 13% from €0.30 in Q3 2006. Software and software related service revenues were
Web 3.0 & Time Warner (Part 3)
Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Time Warner 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 CNN.com stands for News.
Web 3.0 & Time Warner (Part 2)
Vertical Strategy Time Warner operates a host of online properties, which are extremely popular in the US. We will take a look at the Company’s various online verticals below. News CNN.com is among the world’s leaders in online news and information delivery. CNN.com delivers the latest breaking news and top stories on US and World
Symantec Seems Operationally Challenged
Symantec Corporation (SYMC), best known for the whimsical Norton Anti-Virus, provides software and services for information security, availability, compliance, information technology, and systems performance. The company’s mission is to develop and maintain IT leadership in protection from intrusion or exposure. But this leadership is riding on a few new products, and a bunch of old