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Online Video Beneficiaries: Extreme?

Posted on Wednesday, Sep 12th

The increasing popularity of YouTube and its compatriot social video sharing sites is driving the online video trend. Other trends like video conferencing and IPTV are also contributing to the increasing video traffic. The enormous amount of video traffic and the need for higher bandwidth is putting networking equipment players like Cisco in high gear.

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Web 3.0 & News Corp (Part 2)

Posted on Tuesday, Sep 11th

Vertical Strategy News Corp. is present in some of the most promising and rapidly growing verticals in the online arena. The Company delivers a platform of integrated sites spanning social networking, entertainment, lifestyle, games, sports and information. With its recent acquisition of Dow Jones, it will also be present in the key vertical of Business

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Online Video Beneficiaries: 3Com?

Posted on Tuesday, Sep 11th

On the sixth anniversary of 9/11, we are reminded that travel has become a nightmare, and online video conferencing is a booming trend, and the increasing video traffic is fattening the networking equipment players. In my earlier posts on Online Video Beneficiaries, I have covered Polycom and Cisco. In this post, I will look at

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Web 3.0 & News Corp (Part 1)

Posted on Monday, Sep 10th

Introduction News Corporation is a $28.66 billion diversified media and entertainment company. The Company operates in eight business segments: Filmed Entertainment, Television, Cable Network Programming, Direct Broadcast Satellite Television, Magazines and Inserts, Newspapers, Book Publishing and Interactive Media primarily in the United States, Continental Europe, the United Kingdom, Australia, Asia and the Pacific Basin. News

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Cognos’ Enterprise 3.0 Strategy Missing

Posted on Monday, Sep 10th

The view from the top is getting clearer. The Business Intelligence companies that are relatively big and have strong appetite to digest acquisitions are either filling gaps in their product lines or expanding market share. COGN makes Business Intelligence and Performance Management software and has over 23,000 clients worldwide. Cognos’ (NASDAQ: COGN) latest buy, Applix

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QualComm: Legal Battles Galore

Posted on Sunday, Sep 9th

By Vijay Nagarajan, Guest Author The wireless industry witnessed a revolution named iPhone this summer. It has also been in the news constantly for another reason: The QualComm-BroadCom legal battle. Over the next few posts, I wish to discuss this story as it unfolds and provide some insights on its impact on QualComm (QCOM). A

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Business Objects Looks Great

Posted on Friday, Sep 7th

Business Objects (NASDAQ: BOBJ), a French company that provides business intelligence (BI) to enterprises, is riding high on superlative second quarter performance announced on July 25. All its 3 major revenue lines – licensed software (Q2/07 revenue $149 million, up 21% year-over-year), maintenance ($152 million, +23% y-o-y) and global services ($62 million, +29% y-o-y) –

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Online Video Beneficiaries: Cisco

Posted on Thursday, Sep 6th

The $1.65 billion acquisition of then newly launched YouTube by Google in October 2006 highlights the market’s bullishness about the potential of Online Video. While Google hasn’t yet succeeded in monetizing YouTube, there certainly are other players who have, Cisco being one of the most key ones. All that video traffic needs to travel through

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