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QualComm: The Nokia War

Posted on Friday, Oct 12th

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)

Posted on Friday, Oct 12th

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

Posted on Thursday, Oct 11th

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)

Posted on Thursday, Oct 11th

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

Posted on Wednesday, Oct 10th

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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Web 3.0 & NYT (Part 3)

Posted on Wednesday, Oct 10th

Web 3.0 Framework discussion Context Some NYT sites have very good contextual nuances. If you want to know how much calories you are taking in when you are having your favorite chocolate ice-cream or how much calories you have burned by jogging for 15 minutes in the morning or if you are looking for some

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Online Video Beneficiaries: Seagate

Posted on Tuesday, Oct 9th

There has been an explosive growth in digital content in the home and the office – from high-definition video, music, blogs and podcasts, to CAD and other large graphics files, and archived emails. The growing online video trend and the increasing popularity of YouTube and the likes is a major driving force for the increasing

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Web 3.0 & NYT (Part 2)

Posted on Tuesday, Oct 9th

Vertical Strategy The New York Times Company is operating in a number of key verticals (Jobs, Business & Finance, Health, Shopping, Real Estate, Autos, Technology / Gadgets, Travel, Entertainment, and Lifestyle) through its sites NYTimes.com, Boston.com, About.com, etc. We will take a look at the Company’s various online verticals in this segment. Vertical Search Consumersearch.com

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