categories
HOT TOPICS
- The Accelerator Conundrum
- 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
Intel Aligned With Multiple Trends
Here’s an update on Intel since my last posts on the company, available here, here (discussion of Intel’s opportunity in the Convergence Device segment) and here (discussion of the multi-core issues). Intel (INTC) recently announced its results for the third-quarter of fiscal 2007 in October. It reported a 15% y-o-y and 16% sequential increase in
Web 3.0 & Walt Disney (Part 1)
Introduction The Walt Disney Company is a diversified entertainment company. Disney is a Dow 30 company, had annual revenues of over $34 billion in its most recent fiscal year and a market capitalization of about $65.6 billion as of July 31, 2007. Our prior coverage about Disney is here. It operates in four major business
IAC Restructuring
We did a long coverage on IAC’s strategy, and suggested that IAC needs a restructuring. Well, the company is being split up into five parts, as reported by the WSJ this morning. :: The five companies will be IAC, including Ask.com, Match.com and Citysearch; IAC’s retailing unit that includes the HSN home shopping network, Shoebuy
ADP Can Become a Powerhouse Through Acquisitions
In a recent post, I covered Paychex. This post will look at its largest competitor, ADP. Automatic Data Processing, Inc. (NYSE: ADP), with nearly $8 billion in revenues, 46,000 employees, and around 585,000 clients in fiscal 2007, is one of the world’s largest providers of business process outsourcing solutions. ADP offers a wide range of
QualComm: Chasing More Silicon
By Vijay Nagarajan, Guest Author In the previous piece, we reviewed the revenue and valuation impact of potential pitfalls for QualComm. As I mentioned, a sustained future growth seemed tenuous. Let us see how QCOM might address this in the next 2-3 years –
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