categories

HOT TOPICS

Can Move Move Up?

Posted on Thursday, Jul 12th

National Association of Realtors (NAR), whose over 1 million members are Realtors, is a century-old powerful trade association of real estate agents and brokers in US. Besides owning the word ‘Realtor’ as a registered trademark, the NAR has sufficient clout among the decision makers, which stems from its being the US’ third largest donor to

Read Full Article »

ZipRealty+Zillow?

Posted on Wednesday, Jul 11th

Google recently launched an offering called GoogleBase. In April 2006, SEO consultant Shimon Sandler reported that Google has launched what he termed as Google Real Estate in secret beta on top of this platform. Indeed, as Shimon pointed out, a search for the term ‘homes for sale’ in Google fetched the top result that offered

Read Full Article »

iPhone’s Component Ecosystem: Broadcom

Posted on Tuesday, Jul 10th

In this post, we will be analyzing Broadcom as part of the series on the major players in the iPhone’s component ecosystem. A related, speculative post about Broadcom written prior to the iPhone’s release may also be worth reading. Broadcom (NASDAQ: BRCM) is a leading fabless semiconductor company with revenues of $3.67 billion in 2006.

Read Full Article »

Google’s Enterprise 3.0 Strategy

Posted on Monday, Jul 9th

Google acquires Postini for $625 Million. This is an excellent acquisition, as Google was already using Postini’s spam filtering technology for Gmail earlier. This acquisition also marks Google’s next move into the Enterprise 3.0 space. Postini is a global leader in on-demand communications security and compliance solutions serving more than 35,000 businesses and 10 million

Read Full Article »

iPhone’s Component Ecosystem: Samsung

Posted on Monday, Jul 9th

In an earlier post, we looked at the major suppliers for iPhone’s components. Starting with this post, over next couple of weeks we will analyze the major players in the iPhone’s component ecosystem. We begin with Samsung (0593Q:London Stock Exchange), which accounts for approximately $76 or 30% of iPhone’s total component cost in the 8

Read Full Article »

eBay’s Vertical Classified Strategy

Posted on Friday, Jul 6th

The WSJ reports that eBay has quietly opened its classifieds site, Kijiji (what a lousy name!) to the US audience, positioned to compete against the wildly popular Craigslist, in which it owns a 25% stake. One wonders why eBay doesn’t just buy Craigslist; the answer to that question is that Craigslist’s founder, Craig Newmark, has

Read Full Article »

Monster’s Destiny

Posted on Thursday, Jul 5th

When The New York Times entered into a deal with Monster Worldwide this February to display Monster’s job ads in NYT’s career sites, it became yet another example of how vertical portals like Monster’s job-related one has come to prominence. [We have recently covered the Online Jobs vertical in detail.] Prior to the NYT deal,

Read Full Article »

Citrix’s Collaboration Business Offers Strategic Options

Posted on Tuesday, Jul 3rd

I wrote about Citrix being an acquisition target for Oracle recently on the grounds of their on-demand collaboration product suite. Since then, I did a bit of digging on the numbers for the Citrix Online business. Whereas Citrix (NASDAQ: CTXS) is primarily an enterprise software company with: * $1.134B revenue 2006 * 60 million users

Read Full Article »