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The Pro-Am debate

Posted on Friday, Mar 2nd

And just as I wrote the Newspapers, Roll Up! piece, I read this one on Techmeme. Fascinating read. :: Are blogs a ‘parasitic’ medium? Commentary: Could the blogosphere survive without the reporting provided by newspapers and TV networks? Online pros tackle the question. By Robert Niles Posted: 2007-03-02 Over the past months, I’ve heard several

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Newspapers, Roll Up!

Posted on Friday, Mar 2nd

There has been a lot of coverage on the dwindling fortunes of old media, especially the newspaper industry. Some of mine are Media Shuffles and Newspapers, Wake Up!. But. I am one of those people who believe that quality content will still need business models supporting it, and new media’s heavy reliance on FREE user-generated

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Oracle Acquires Hyperion

Posted on Thursday, Mar 1st

Continuing his acquisition binge, Ellison acquires Hyperion (HYSL) for $3.3 Billion. This also continues the consolidation of the Enterprise Software space, which is now only left with SAP as the major other player. WSJ Coverage here. There are, however, a number of mid and small sized companies: Opentext (OTEX; Content Management; Market Cap $1.08 Billion),

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Future of CAD and PLM: Part 2

Posted on Thursday, Mar 1st

In Future of CAD and PLM : Part 1, I mainly discussed the enterprise software workflow and trends around which the reshuffling of the industry will happen, and I said that Autodesk is by far the best positioned to reap the benefits of this shuffle. In this piece, I want to discuss Hardware and OS.

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Leapfrog’s Turnaround Strategy

Posted on Thursday, Mar 1st

Leapfrog (LF) seems to be in desperate need of a turnaround. Given how good a brand it has, this is a sad state of affairs. The company has had a recent CEO change, and I am happy to see that the new recruit comes from the Online world. My own thesis on Leapfrog is that

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Future of CAD and PLM: Part 1

Posted on Wednesday, Feb 28th

I wrote a number of articles about the CAD / PLM industry over the last few weeks, especially bringing them in the context of the Extended Enterprise trend. In CAD PLM Shuffles and SaaS: PLM and The Extended Enterprise, I discussed some of the recent changes in the PLM landscape (UGS’ acquisition by Siemens, IBM’s

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Design Collaboration in the Extended Enterprise?

Posted on Tuesday, Feb 27th

Recently, I saw a comment from Carl Bass, CEO of Autodesk, that he intends to keep Autodesk focused on CAD and PDM (Product Data Management), and leave Enterprise PLM (Product Lifecycle Management) to the other players. This, for me, raises the question: Where does Design Collaboration sit in the enterprise workflow? In my recent Extended

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Eric Jackson’s Yahoo Plan B

Posted on Monday, Feb 26th

The full plan is here. My writings on the topic are here and here. More than the Plan B itself, I find fascinating the fact that a shareholder who owns only 45 shares can generate this much momentum to catch the attention of a Fortune 500 company. Terry Semel delivered a fantastic first turnaround on

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