Web 3.0 & Viacom (Part 1)

Introduction Viacom, Inc. is a leading entertainment conglomerate operating through two segments: Media Networks, which includes MTV Networks and BET (Black Entertainment) Networks, and Filmed Entertainment, which includes Paramount Pictures Corporation and Famous Music. The Company owns some of the most popular entertainment brands in the world including, BET, Famous Music, MTV, VH1, Nickelodeon, Nick

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HP’s Stunning Turnaround

As per a recent Forrester report, 1 billion PCs will be in use by the end of 2008 and 2 billion by 2015. With the increasing trend toward convergence devices, a majority of the next billion PCs will be convergence devices. In this post, I will look at HP, a company that has not only

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Online Video Beneficiaries: Synthesis

Online Video is a clear growth market, and many parts of the ecosystem are benefiting as a result. I have done a series called Online Video Beneficiaries, which you can catch up on here: * Online Video Beneficiaries: Introduction * Online Video Beneficiaries: Polycom * Online Video Beneficiaries: Cisco * Online Video Beneficiaries: 3Com?

QualComm: The Nokia War

By Vijay Nagarajan, Guest Author Over the past few articles, I have taken a look at QualComm’s potential revenue flow over the next few years if it got its way. Before I proceed to look at the effect of the lawsuits and the industry consolidation on the company’s revenues and long term interests, I wish

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Web 3.0 & NYT (Part 5)

Conclusion NYT is working on organizing its online business on the basis of key verticals, which will allow it to extend its popular classifieds sections like auto, jobs, real estate, travel, and entertainment, increase user engagement and aid in monetization of the sites. The partnership with Monster to build its online recruitment product offering is

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Verisign Needs to Acquire

Verisign (VRSN) provides services for the security of business activity over networks and the Internet. The company consistently relies on its core existing programs of domain registry and SSL certificates to produce results. Is it enough to continue to increase shareholder value? The company has two divisions: the Internet Services Group (ISG) and the Communications

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Web 3.0 & NYT (Part 4)

Acquisition Targets NYT has been making small investments and acquisitions in the online space for the past few years, tipping its toes into the online waters. The Company’s biggest acquisition in this space has been About.com in March 2005, which has been paying off handsomely. The Company has partnered with Monster which now powers the

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Taking Stock

Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale

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