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iPhone’s Inside Beneficiaries

Posted on Monday, Jul 2nd

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

Posted on Monday, Jul 2nd

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

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Oracle and Enterprise 3.0

Posted on Friday, Jun 29th

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

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iPhone Objections So Far

Posted on Friday, Jun 29th

The iPhone isn’t perfect, acc. to the reviews. Here are the objections so far: 1. Fragility of the device, compared with equivalent mobile handsets. The glass case may break if you drop it. 2. Battery Life. Apple says, the iPhone will have 8 hours of battery life. The battery is not removable, hence the option

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Google Great at Monetizing Crap

Posted on Wednesday, Jun 27th

I had lunch with the co-founders of an ad network startup on Thursday. I will keep their identities anonymous, but I cannot help quoting one of them, as he put his finger on one of the biggest problems plaguing Google AdSense: It is great at monetizing crap, but offers absolutely no premium for high quality

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SAP and Enterprise 3.0

Posted on Wednesday, Jun 27th

Over numerous articles in the past, I have talked about some emerging players, which are redefining the enterprise software landscape. These players are working on cutting-edge applications, which bring vital, but non-core entities like vendors, suppliers, and even customers within the folds of the enterprise. And these applications are being delivered on-demand without the baggage

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Mossberg’s iPhone Review: UI

Posted on Tuesday, Jun 26th

Walt Mossberg of WSJ and a handful of other journalists have started publishing their iPhone reviews. :: The iPhone’s most controversial feature, the omission of a physical keyboard in favor of a virtual keyboard on the screen, turned out in our tests to be a nonissue, despite our deep initial skepticism. After five days of

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Expedia: Buyback of Shares

Posted on Tuesday, Jun 26th

Expedia (NASDAQ:EXPE) is the largest online travel content company, headquartered in Bellevue, WA. The Company through its portfolio of well-recognized brands like, Expedia.com, TripAdvisor.com, Hotwire.com, Hotels.com, Expedia Corporate Travel, Classic Vacations® and a range of other US-based and international businesses that provide travel products and services to leisure and corporate travelers. The Company is the

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