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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
Google’s Enterprise 3.0 Strategy
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
iPhone’s Component Ecosystem: Samsung
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
eBay’s Vertical Classified Strategy
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
Monster’s Destiny
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,
Citrix’s Collaboration Business Offers Strategic Options
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
iPhone’s Inside Beneficiaries
The first few attempts at understanding the guts of the iPhone have started emerging. Here are 2 pieces that take a crack at the topic from EETimes and TechOnline. Key points on the iPhone’s components are below:
Pricing Priceline
With Independence Day barely days away, Priceline predictably has come out with its 4th annual survey of 50 most popular holiday destinations. The survey is based on more than 30,000 actual booking requests made by its customers online, and therefore an accurate predictor of trends this season. The beeline of holiday customers and humming of
Oracle and Enterprise 3.0
As promised in my earlier post on SAP, here is my take on Oracle in the Enterprise 3.0 framework. Oracle is the world’s leading supplier of information management software and the second largest independent software provider. Its current market cap exceeds $100 billion. Oracle’s core strength since its inception in 1977 has been its database