Infosys Needs to Diversify Out of Body-Shopping

The rupee value may rise making Indian services more expensive, but companies like Infosys adapt. In this piece, we look at what is going on inside the outsourcing giant, and whether their strategy is enough to sustain continued growth. Infosys (INFY) delivers information technology (IT) enabled outsourced business solutions and provides business process outsourcing (BPO)

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Web 3.0 & Viacom (Part 4)

Acquisition Targets In the past one year, Viacom has acquired Quizilla, Harmonix Music Systems, Atom Entertainment, Xfire, and Y2M: Youth Media & Marketing Networks. These acquisitions are strategic and fit well into the Company’s overall theme of youth focused entertainment. Viacom, through its Nick brand, is popular among the kids. Presumably, the Company would acquire

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Dell Needs a Convergence Device Strategy Badly

According to a recent Forrester report, 1 billion PCs will be in use by 2008 and 2 billion PCs by 2015. A beneficiary of this market is Dell, which is the No.2 vendor in the PC market with a 16.1% market share (IDC, Q2 2007). However, a majority of the next billion PCs will likely

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Web 3.0 & Viacom (Part 3)

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Viacom 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, especially Online Music, a Viacom mainstay.

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IBM’s Business Remixing

IBM announces earnings later today. I have written several pieces on IBM’s various activities, which can be found here, here, and here. In this post, I will look at IBM as a whole, and how their attempt to increase margins by increasing the software portion of the portfolio has been faring. International Business Machines Corporation

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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?