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
The Carriers
All the carriers are scrambling to figure out their convergence device strategies, especially after the iPhone was launched. * iPhone and AT&T: How Goes? * iPhone’s Carrier Competitors: Verizon * iPhone’s Carrier Competitors: Sprint * iPhone’s Carrier Competitors: T-Mobile
WebMD Has Tremendous Growth Ahead
If you have the problem of head lice or are looking for some of the best diet tips ever, chances are that you would head to WebMD’s (NASDAQ: WBMD) health portal to find your answers. More serious illnesses like Diabetes and Cancer drive tremendous traffic on health portals, WebMD being one of the largest in
Don’t Touch Blockbuster
Early this month, in the space of a week, two things happened at Blockbuster (NYSE: BBI). First, on August 8 it announced acquiring Movielink for a price that later came to light to be a measly $6.6 million. 10 days later on August 17, COO Nicholas Shepherd and outgoing CFO Larry Zine both unloaded a
Netflix Needs to Rethink Strategy
February 25, 2007 was a red-letter day for Netflix (NASDAQ: NFLX). It marked its one billionth DVD delivery since the service was launched in September 23, 1999. The happy NFLX top brass decided that the lucky recipient from Helotes, Texas would be a free lifetime member. The occasion also had NFLX changing its TV advertising
WSJ’s Subscription Business Can Go
Business Week has a good analysis of the prospective demise of WSJ’s subscription business under Murdoch’s regime. “For The Wall Street Journal Online, going free will come at a high cost. The daily financial newspaper is one of the few major publications to successfully charge for access to most of its online content, earning roughly
Concur’s SME Opportunity
I have just published an interview with Steve Singh, Concur’s CEO. In it, I trace the Concur (Nasdaq: CNQR) story in a great deal of detail that is well worth understanding, to see why this company has a strong growth opportunity ahead. As I said earlier, the SaaS and Extended Enterprise trend alignment are good
iPhone’s Competitors: Synthesis
Last week, we reviewed iPhone’s competitors. I would bet on the convergence device movement as a whole, and it would be safe to assume that the overall market growth will offer growth opportunity to all the players. I would bet on RIM for the short term, and Samsung for the long term. Palm and Motorola
Garmin Looks Great, But …
Last month-end when Navteq (NYSE:NVT) reported a blistering Q2 results and subsequently started moving northward, the other notable GPS stock that too began rising was Garmin (NASDAQ: GRMN). At first this rise seemed to be a bullish sentiment working in favor of GPS stocks across the board, but it soon became clear that GRMN too
