categories

HOT TOPICS

Web 3.0 & Gannett (Part 2)

Posted on Tuesday, Sep 25th

Vertical Strategy Gannett in partnership with Belo Corporation, The McClatchy Company, Tribune Company and The Washington Post Company owns Classified Ventures. Classified Ventures’ objective is to collectively capitalize on the revenue growth in the online classified advertising categories of automotive, apartments, and real estate. Gannett’s various positions in the verticals are sometimes held by the

Read Full Article »

Online Video Beneficiaries: Alcatel?

Posted on Monday, Sep 24th

In the past few posts, we have looked at Cisco and other networking players in the series of posts on Online Video Beneficiaries. In this post, we will look at Alcatel-Lucent. Alcatel-Lucent (Euronext Paris and NYSE: ALU) is a leader in fixed, mobile and converged broadband networking, IP technologies, applications, and services with revenues of

Read Full Article »

Web 3.0 & Gannett (Part 1)

Posted on Monday, Sep 24th

Introduction Gannett (GCI) publishes 85 daily newspapers, nearly 1,000 non-daily publications and 23 television stations in the US. In the UK, Gannett publishes 17 daily newspapers and around 300 non-daily publications. Gannett’s popular newspaper USA TODAY with a circulation of 7.3 million is the US’s largest-selling newspaper. USA WEEKEND is a weekly newspaper with a

Read Full Article »

Online Video Beneficiaries: Media

Posted on Saturday, Sep 22nd

Web 3.0 & IAC (Part 5)

Posted on Friday, Sep 21st

Conclusion IAC has leadership positions in the Personals, and Local / Ticketing verticals. Through Expedia, it also has a great position in Travel. However, there are concerns with HSN Network, Lending Tree and Real Estate segments, though they are strong brands with competitive positioning. IAC holds more than 60 online properties and someone could easily

Read Full Article »

QualComm: The Margins

Posted on Friday, Sep 21st

By Vijay Nagarajan, Guest Author In the first part of this series, “QualComm: Legal Battles galore”, we looked at the legal events involving QualComm this year. We further looked at the significance of these events in “QualComm:The aftermath”. In this piece, I shall delve a little deeper into the impact of the legal battles and

Read Full Article »

Web 3.0 & IAC (Part 4)

Posted on Thursday, Sep 20th

Acquisition Targets IAC has made a host of acquisitions in the past few years in the Internet space. IAC acquired Ask.com in 2005 for $1.9 billion. Over the past two years it has made some interesting acquisitions including Shoebuy and CollegeHumour. The table below lists all the acquisitions made by IAC between 2001 and 2006.

Read Full Article »

Nvidia Riding the Graphics Boom

Posted on Thursday, Sep 20th

Nvidia’s (NASDAQ: NVDA) recent 3:2 stock-split on 9/10 must have helped, but the stock’s rally, this week, has more to do with Nvidia’s robust showing in the Q2/07 results. Net earning of $172.73 million ($0.43 a share) on a revenue of $935.3 million is almost double that of $86.7 million ($0.22 a share) in Q2/06

Read Full Article »