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Web 3.0 & IAC (Part 3)

Posted on Wednesday, Sep 19th

Web 3.0 Framework discussion Context IAC has done a very good job on the context front. Whether, it is Match.com, RealEstate.com, CollegeHumor.com, Ticketmaster.com or Shoebuy.com, the Company has got the context bang on. Chemistry.com for example has the patent-pending Chemistry Profile™ personality assessment! If you are looking to give the perfect gift to your boy-friend

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AMD Needs a Multi-Core Killer App

Posted on Wednesday, Sep 19th

After it released its first dual core Opteron for servers on April 21, 2005 followed by the Athlon 64 X2 for desktops a month later, Intel released its first dual core, the Pentium Extreme Edition. Around the same time, AMD splashed full-page ads in newspapers calling upon the bigger rival to join a duel to

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Web 3.0 & IAC (Part 2)

Posted on Tuesday, Sep 18th

Vertical Strategy IAC is present in some of the most promising verticals like Dating & Matchmaking, and Real Estate among others. The Company is looking at expanding its verticals both through organic and M&A means. We will discuss the Company’s offerings in the different verticals in the following paragraphs. Dating & Matchmaking Match.com is the

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Online Video Beneficiaries: Juniper

Posted on Tuesday, Sep 18th

The increasing IP traffic due to Online Video, IPTV, and an increasing reliance on the network in enterprises is driving the growth of the network infrastructure players like Cisco and Juniper. In this post, I will look at Juniper’s standing as an online video beneficiary. Juniper Networks, Inc. (Nasdaq:JNPR) is a leader in high-performance networking

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Web 3.0 & IAC (Part 1)

Posted on Monday, Sep 17th

Introduction IAC (Nasdaq: IACI) is an interactive conglomerate operating more than 60 diversified brands in sectors being transformed by the Internet, online and offline. The Company’s business can be classified into five segments: * Retailing (HSN, Cornerstone Brands, Shoebuy.com) * Membership & Subscriptions (Interval International, Match.com, Entertainment Publications) * Transactions (Ticketmaster, LendingTree, RealEstate.com, ServiceMagic) *

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Online Video Beneficiaries: Nortel

Posted on Monday, Sep 17th

Over the recent years, the increasing use of mobile video, high definition television, video on demand, peer-to-peer connectivity and other web-based, network-aware applications has seen a dramatic increase in the demand for more bandwidth. One network player that aims to capitalize on this trend is Nortel. In my earlier posts on online video beneficiaries, I

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Web 3.0 & News Corp (Part 5)

Posted on Friday, Sep 14th

Synthesis and Conclusions For the year ended June 30, 2007, News Corp. earned $28.66 billion in revenues, $4.45 billion in operating income and $3.43 in net income. Fox Interactive Media (FIM) earned $10 million in profits on sales of $550 million in FY2007. FIM’s revenues in Q4 2007 doubled from the same quarter a year

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Intel’s Multi-core Future

Posted on Thursday, Sep 13th

Intel (NASDAQ: INTC) is the world’s largest semiconductor company. It shot into limelight riding the famous “Intel Inside” marketing and branding campaign in 1990. Today, with an employee strength of 90,300 Intel currently ranks 62nd in the Fortune 500 list on the back of FY/06 revenues of $35.38 billion. This is however down from its

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