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
Online Video Beneficiaries: Polycom
Driven by globalization, telecommuting, and offshoring, an enterprise is no longer limited to one building or one geography. With this ever increasing distance between people working in an enterprise, there is a growing stress on applications that facilitate collaboration. Applications like video conferencing are critical today for meetings with offshore employees or even employees on
iPhone/iPod Beneficiary: Sandisk
In this post, I will look at SanDisk with respect to the iPhone. SanDisk does not have any component in the iPhone, but is a beneficiary all the same because of the effect iPhone is having on the NAND flash memory market. For the record, Apple’s NAND Flash provider is Samsung for both the iPod
The Carriers
All the carriers are scrambling to figure out their convergence device strategies, especially after the iPhone was launched. * iPhone and AT&T: How Goes? * iPhone’s Carrier Competitors: Verizon * iPhone’s Carrier Competitors: Sprint * iPhone’s Carrier Competitors: T-Mobile
WebMD Has Tremendous Growth Ahead
If you have the problem of head lice or are looking for some of the best diet tips ever, chances are that you would head to WebMD’s (NASDAQ: WBMD) health portal to find your answers. More serious illnesses like Diabetes and Cancer drive tremendous traffic on health portals, WebMD being one of the largest in
iPhone’s Component Ecosystem: ARM Holdings
In this post, we will be analyzing ARM Holdings as part of the serieson the major players in the iPhone’s component ecosystem. The processor in the iPhone is based on an architecture licensed from Britain’s ARM Holdings, popularly referred to as an ARM Core. ARM Holdings Plc.(Nasdaq: ARMHY) is the world’s leading semiconductor intellectual property
Don’t Touch Blockbuster
Early this month, in the space of a week, two things happened at Blockbuster (NYSE: BBI). First, on August 8 it announced acquiring Movielink for a price that later came to light to be a measly $6.6 million. 10 days later on August 17, COO Nicholas Shepherd and outgoing CFO Larry Zine both unloaded a
Netflix Needs to Rethink Strategy
February 25, 2007 was a red-letter day for Netflix (NASDAQ: NFLX). It marked its one billionth DVD delivery since the service was launched in September 23, 1999. The happy NFLX top brass decided that the lucky recipient from Helotes, Texas would be a free lifetime member. The occasion also had NFLX changing its TV advertising
iPhone’s Carrier Competitors: T-Mobile
In this post, I will look at T-Mobile with respect to the iPhone and AT&T. T-Mobile USA is the US operating unit of T-Mobile International AG & Co., the mobile communications segment of Deutsche Telekom. Deutsche Telekom AG & Co. K.G. (NYSE: DT) is one of the leading telecommunications and information technology service providers in