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HOT TOPICS
- 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
Saas: Webex & the Extended Enterprise
In the Philippe Courtot interview, we discussed at length the Extended Enterprise and its challenges from the perspective of Collaboration and Security. (You can read the Courtot interview here: [Part 1] [Part 2] [Part 3] [Part 4] [Part 5] [Part 6] [Part 7] [Part 8] [Part 9] [Part 10] [Part 11]) One company that has
Web 3.0 = (4C+P+VS) = YahooBAY
On September 8th, 2005, I wrote a piece called YahooBay, not SkypeBay, as eBAY prepared to buy Skype. Since then, eBAY has stabilized, their core auction business is doing better, although Skype still remains a relatively unmonetized asset. I hope this changes relatively soon, since I am a shareholder, but I still maintain, it is
Is Cadence Growing at the Expense of Magma?
I have written extensively about the structural dysfuctions of the EDA industry in Future of EDA, Future of EDA: Addendum. The only two growth areas in the EDA market are Design for Manufacturability / Yield (DFM / DFY) and the pre-synthesis part of the flow that includes system-level design, hardware-software codesign, and prototyping. It turns
Tiffany vs. Blue Nile
Both Tiffany (TIF) and Blue Nile (NILE) sell diamonds. Tiffany, however, is a high end brick and mortar retailer, against Blue Nile’s scrappy online play. Let’s look at how their stocks have done, ever since Blue Nile became public in the spring of 2004: The graphs show a dramatic similarity, raising the question: Does Online
Educate LBO: Done
I had speculated in For Profit Education – More LBOs Coming that Educate (EEEE) and Apollo (APOL) were next up, at the heels of Laureate’s (LAUR) acquisition by KKR and associates. I had missed the announcement that Educate’s management has already arranged such a deal to take the owners of Sylvan tutoring services private. Tutoring
Another Reorg at Yahoo
You can read about it at Techcrunch. Has Susan Decker read 4C: Yahoo’s Turnaround Formula? Here’s an org chart by Cogmap.
Tessera’s Roll-Up Strategy
Chances are, you have not followed this company, nor heard of it. But unsung, Tessera (TSRA) has accumulated an annual revenue of $208.7 million in 2006, with a current market cap of close to $2 Billion. Shares of Tessera, which have traded between $24.58 and $42.40 over the last year, surged to a fresh 52-week
Cisco, not Adobe acquires FiveAcross?
Cisco buys Five Across, and enters Social Networking. Much as I applauded their previous purchase, Scientific Atlanta, which, judging by the recent earnings reports, is paying off, this one seems to be a frowning moment. That said, I like the FiveAcross value proposition a great deal. I wrote this piece called Media Shuffles back in