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Web 3.0 & Time Warner (Part 1)

Posted on Monday, Oct 29th

Introduction Time Warner Inc. is a leading media and entertainment company, whose businesses include interactive services, cable systems, filmed entertainment, television networks and publishing. The company is rumored to be in a number of restructuring discussions to spin off various pieces of its business. Nothing concrete has been announced yet along these lines. Time Inc.

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TCS’s Acquisitions

Posted on Monday, Oct 29th

India’s information technology exports will rise by 2.5 times to $80 billion by 2011 declares India’s communications and IT minister. A company that has been one of the single largest beneficiaries of this trend is Tata Consultancy Services (TCS.NS). TCS has rapidly set up centers in nearly every continent. With more than 90% of revenue

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Web 3.0 & Comcast (Part 5)

Posted on Saturday, Oct 27th

Conclusion Comcast is the top U.S. cable, high-speed Internet and digital voice services provider (a.k.a triple play). It has recently pushed ahead with a number of web-based and mobile video initiatives. These cutting-edge forays have allowed Comcast to enter new entertainment sectors, which are different from Comcast’s core business but are dynamic and are regarded

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Web 3.0 & Comcast (Part 4)

Posted on Friday, Oct 26th

Acquisition Targets Comcast has made a few acquisitions in the Internet space. In April 2007 it acquired movie ticket site Fandango for $200 million. The Company is aggressively eyeing the Social Networking / Web 2.0 space. Perhaps it wants to make up for missing out on MySpace and You Tube. The Company is also looking

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Can Paychex Become a SaaS Aggregator?

Posted on Friday, Oct 26th

I had written about Paychex more than two years back when I started this blog in a post called Microsoft’s Two Should-Be Acquisition Candidates. Since then Paychex has grown steadily, and market cap has appreciated from $12.3 Billion to $15.62 Billion. I will look at it in more detail in this post. Paychex (NASDAQ:PAYX) is

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Intuit Bets on SaaS, Not Yet on International

Posted on Thursday, Oct 25th

In some of my earlier posts, I have talked about how Intuit has successfully penetrated SME with its killer app of small business accounting software. You have also been reading my interview with Jim Heeger, who has discussed Intuit’s historical strategy in a fair bit of detail. In this post, I will look at Intuit’s

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Web 3.0 & Comcast (Part 3)

Posted on Thursday, Oct 25th

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Comcast 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 Comcast has zeroed in on

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Web 3.0 & Comcast (Part 2)

Posted on Tuesday, Oct 23rd

Vertical Strategy Comcast formed Comcast Interactive Media (CIM) in 2005 to develop and grow the Company’s Internet businesses, including the Comcast.net portal. Comcast owns and operates various entertainment, shopping, movie, video, sports, travel and gaming sites. Some of Comcast’s most popular online properties are Comcast.net, Fancast.com, Ziddio, and Gameinvasion.net. We will take a look at

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