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
European Software Consolidation
SAP (Nasdaq: SAP) made an uncharacteristic move yesterday by announcing that it is acquiring French company Business Objects (Nasdaq: BOBJ) for $6.78 Billion. The $59 a share price being offered is a 20% premium over Friday’s closing price for the Business Intelligence market leader. I had said in an earlier column, that SAP’s strategy would
Sunpower: Good Planning on PolySilicon
SunPower is the technology leader in solar derived energy products for both residential and commercial applications. The company offers solar cells, solar panels, and inverter equipment. These high-efficiency solar cells and panels generate up to 50 percent more power per unit area than conventional solar technologies, making SunPower the technical leader in its industry. We
Web 3.0 & NYT (Part 1)
Introduction The New York Times Company is a leading media company that publishes popular newspapers The New York Times, The International Herald Tribune, The Boston Globe and 15 other daily newspapers. NYT owns approximately 30 websites, including NYTimes.com, Boston.com and About.com. The Company’s revenues for 2006 were $3.3 billion. The Company has sold off its
Level 3’s Impact on Akamai?
I wrote about Akamai earlier this week, and thought it would be a good idea to add this short post about Level 3’s price cuts. The Level 3 announcement that they would be offering CDN services at the same rate as normal bandwidth has thrown a lot of confusion in the market. Mostly, it is
Web 3.0 & McClatchy (Part 5)
Conclusion McClatchy is in the business of publishing newspapers, which is in turmoil due to the falling advertising and circulation revenues, and McClatchy is a victim of that trend. Falling real estate, auto, jobs and personal advertisements have resulted in the sharp fall in vertical classified revenues. McClatchy is trying to recover. The key reasons
QualComm: Digging Gold
By Vijay Nagarajan, Guest Author In the last part of this series, I pointed out that CDMA-based phones will dominate tomorrow’s market providing QualComm a huge play. A look at the revenue projections that I have put together, will provide further insights on why the company is trying to hold tightly on to its IP
Web 3.0 & McClatchy (Part 4)
Acquisition Targets McClatchy’s strongest asset is CareerBuilder. Though CareerBuilder is the number one job site in the US it lacks community features and McClatchy along with its partners could consider acquiring professional networkin sites like LinkedIn, Xing, etc., which have very good community features to enhance CareerBuilder. Sequoia Capital, Greylock, the European Founders Fund, and
QualComm: The 3G Goldmine
By Vijay Nagarajan, Guest Author In previous articles, we looked at QualComm’s legal wranglings and the potential impact. Ms.Mitra subsequently posed a question on whether QualComm (QCOM) is a stock to shunt. In this article, I will analyze the impact of the various technologies and the handset market on QualComm thus opening up a debate