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Is Google Monetizing YouTube?

Posted on Thursday, Jun 14th

Now that it has been a few months since Google bought YouTube, we can look at how it is benefiting from it. Comscore data for March 2007 seems promising. YouTube’s popularity has made Google the most frequented site for streaming videos. Out of 57.4 million unique visitors who played video clips on Google, almost 53.5

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Online Display Advertising Rocks

Posted on Thursday, Jun 14th

First Quarter U.S. Internet Display Ad spending hit $2.7 billion–a 16.7% increase over the same period last year, acc. to TNS Media Intelligence. There are some very interesting statistics from this report:

SaaS: RightNow & the Extended Enterprise

Posted on Wednesday, Jun 13th

I have written several pieces on the Enterprise 3.0 and the Extended Enterprise trend, covering aspects like Collaboration, CRM and PLM. While Salesforce.com is the undisputed leader in OnDemand CRM, Rightnow is attempting to become a challenger in the space. RightNow Technologies (RNOW) provides on-demand customer service solutions. It has won many awards for its

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Palm: Stop Missing Obvious Opportunities

Posted on Tuesday, Jun 12th

I spent a chunk of my professional career working on turnarounds. Thus, I always find it interesting to look at companies which are in turnaround situations. Palm, obviously, is. What’s incredible to me is how Palm keeps missing opportunities to provide real value to its customers. Take the example of 2 services that have become

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Concur Set to Conquer Enterprise Travel

Posted on Tuesday, Jun 12th

I have written a few framework articles recently, defining Web 3.0 and Enterprise 3.0. In this article, I am going to cover a company that touches on these concepts, and aligns with the trends of where the Internet is heading. Concur Technologies (Nasdaq: CNQR) is an on-demand, Software-as-a-Service SaaS provider that brings together travel and

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iPhone Competitors: Nokia’s Convergence Device Strategy

Posted on Monday, Jun 11th

WSJ has a good roundup on the various iPhone competitors. One of the top iPhone competitors is expected to be Nokia’s N95, a high-end smart phone that, like the iPhone, has a relatively large color screen (2.6 in), can surf the Web and can play music and DVD-quality video. Unlike the iPhone, the N95, however,

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Cadence LBO?

Posted on Monday, Jun 11th

Does naivete rule, when investors send Cadence shares up to a 52-week high on the rumors of a buy-out? The truth is, a Private Equity player buying Cadence doesn’t make a hell of a lot of sense, since the company has a very slow growth rate due to the industry’s normal behavior patterns. It has

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eBay’s Next Few Acquisitions

Posted on Friday, Jun 8th

eBay’s StumbleUpon acquisition is done. I wrote about it, in eBay’s Foray’s into Media. Not much to add on the topic, except that the price has changed. eBay eventually ended up acquiring the company for $75 Million. One critical point I made in my previous analysis is that eBay needs to plug the leakage in

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