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Is Salesforce.com Hitting a Ceiling?

Posted on Wednesday, Jul 18th

Recently, Salesforce.com (Nasdaq: CRM), a hot company by any standard, lost a key executive to another company that is dramatically less hot or even interesting. Rene Bonvanie, whom Salesforce.com had recently hired to head up its super-critical AppExchange program, left for Serena Software. Chances are, you have not heard of Serena Software, while you have

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iPhone’s Component Ecosystem: Texas Instruments

Posted on Tuesday, Jul 17th

In an earlier post, we looked at iPhone’s components where I had mentioned that Texas Instruments could possibly be providing the power management device. This mystery has still not been solved but Texas Instruments looks to be the best bet. Texas Instruments Incorporated (TI) (NYSE: TXN) with revenues of 14.25 billion and $7.26 billion gross

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Rediff’s Acquisition Prospects

Posted on Monday, Jul 16th

Rediff (Nasdaq: REDF) is reported to be in acquisition discussions with Google and Yahoo. The company’s stock moved up to an all-time high of $27.50 per share on July 12 from $17.94 on July 5. The trading volume increased to more than a million shares from an average of 50,000 share a day, and has

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iPhone’s Component Ecosystem: ST Micro

Posted on Monday, Jul 16th

One of the coolest features of the iPhone is the orientation sensor that detects whether you are holding the phone vertically or horizontally and automatically changes the display to portrait or landscape. ST Micro is the supplier for this orientation sensor, also known as the LIS302 accelerometer. Considering the estimated price of $2.95 per unit,

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iPhone’s Component Ecosystem: Marvell

Posted on Friday, Jul 13th

In this post, we will be analyzing Marvell as part of the series analyzing major players in the iPhone’s component ecosystem. A related, speculative post about Marvell written prior to the iPhone’s release may also be worth reading. Marvell Technology Group (NASDAQ: MRVL) is a global leader in storage, communications, and consumer silicon solutions. It

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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

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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

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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.

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