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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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Why Bancrofts May Say ‘Yes’ to Murdoch

Posted on Thursday, Jun 7th

Rupert Murdoch wants Dow Jones. The Bancroft family realizes that they are falling behind. Even though, they own the Wall Street Journal, America’s most important business newspaper and website, they have not been able to capitalize on the brand enough amidst upheavals due to the Internet. Murdoch sees the opportunity to build a global Business

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Google’s Radio Ads Yet To Take Off

Posted on Wednesday, Jun 6th

After Google acquired dMarc in January last year, it was hoped that its AdWords customers in US would shortly have an option to place audio ads across prominent radio stations. dMarc is a California based company that facilitates advertisers to directly connect radio stations through its automated advertising platform. dMarc’s addition to Google’s formidable arsenal

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Shutterfly: Acquisition Target?

Posted on Wednesday, Jun 6th

Jim Clark launched Shutterfly on December 13, 1999. On the same day Clark’s partner from Netscape, Jim Barksdale, launched Ofoto. Shutterfly is headquartered at Redwood Shores, California and offers storing, sharing, enhancing and printing of photos, as well as photo merchandise. Shutterfly has over 900 million photographs in its archive and was awarded the Field

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