categories
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
News Corp’s Vertical Posturing
News Corp has just acquired Photobucket in a strategic move to monetize its MySpace asset. My prior writings leading up to this acquisition are below: * News Corp : Bewildered Pioneer * Monetize the MySpace Parasites * Web 3.0 and Photobucket * Web 3.0 & Photo Sharing : Overview * Web 3.0 & Photosharing :
Saas: Omniture and the Extended Enterprise
Omniture (OMTR) provides on-demand (SaaS) Web analytics solutions that if used effectively can be seen catering to the Enterprise 3.0 trend we discussed earlier. It provides online business optimization software that can help capture, analyze, and manage data about marketing and sales in businesses that have both offline and online retail stores. Consider this scenario.
Palm Gets Rubinstein
Elevation Partners is buying 25% of Palm for $325 Million, and John Rubinstein, the now famous Apple executive who brought the iPod to life, and ran Apple’s iPod division until recently, will join as Executive Chairman. The deal also brings Elevation founders Roger McNamee and Fred Anderson (former CFO of Apple) onto the Board of
Palm’s Fate
With the mobile world awaiting the arrival of the iPhone, which I believe is positioned as a laptop replacement convergence device, Palm has just released its own laptop replacement product. Key points of the Foleo: [With my comments] * Positioning : ProSumer Mobile Companion, that works with a smartphone and keeps it synched. [Not a
Online Video Ads: Acquisition Targets?
Online Advertising has been getting lots of attention, evidenced by Google’s Doubleclick acquisition, Microsoft’s aQuantive acquisition, and Yahoo’s RightMedia acquisition. My earlier post discusses additional potential roll-ups in the world of online advertising agencies. Online video advertising, a relatively newer concept in Internet marketing, is fast becoming an important opportunity, evidenced in a study indicating
Microsoft’s Online Strategy
Microsoft has been scrambling in many markets. Particularly, it has been scrambling in the Internet segment, with Google dominating the online advertising space, and MSN lagging versus Yahoo as a portal. I have said before, that the big money in new media is going to be in the verticals. Microsoft actually has a very good
iPhone: Countdown
Just 2 weeks left for the release of the iPhone. We have analyzed the eco-system in a fair bit of detail thus far. Today, I read a great review by an Australian of Nokia’s competing product, N95 which is not “a mere cell phone but a true multitasking, handheld, Internet connected multimedia computer that does
Blue Nile’s Remedy
David Philips wrote an article on Seeking Alpha, called On Blue Nile’s Lackluster Business Strategy last week. Those who have followed the company for a long time, know, that Blue Nile (Nasdaq: NILE) is one of those rare gems, a dotcom era survivor. In many ways, they are a posterchild of a business that exploited