Google’s three should-be M&A considerations

What should Google buy to diversify out of their Advertising-ONLY revenue model?

PalmPod

Palm + iPod, bad idea or good?

3D PDF: Analysis

Adobe has recently announced Acrobat 3D. What are the implications?

DFM Vision

DFM: Vision of the uber-DRC.

MSFT: BUY; SYMC: SELL?

Microsoft releases a Beta version of its security product, OneCare, in direct competition with Symantec and McAfee, both of which are in tight spots now. Security is a must-have category, and a huge, growing market. I admit, I quite like the steps from Microsoft, recently. Here is a good analysis of the MSN business and

Read Full Article »

Microsoft Dead or Live?

Will Salesforce.com survive if Microsoft truly wakes up?

Video iPod: Early Validation

iTunes sold 1 Million+ videos since it added video capabilities on Oct. 12, allowing customers to purchase music videos, short films and episodes of certain television shows for viewing on their iPod or computer, for $1.99 each. Popular downloads include music videos from Michael Jackson, Fatboy Slim and Kanye West, as well as episodes of

Read Full Article »

YahooBAY: Epilogue

However, I also believe, that to counter Google’s menacing march towards an unchallenged and unhealthy level of market dominance, a viable alliance could be YahooBAY.