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IAC: Going Local

Posted on Thursday, Jun 21st

IAC (Nasdaq: IACI) is an interactive conglomerate operating more than 60 diversified brands in sectors being transformed by the Internet, online and offline. IAC’s mission is “to harness the power of interactivity to make daily life easier and more productive for people all over the world”. The Company’s business can be classified into five segments:

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Terry Semel Steps Aside, New Horizon in Sight?

Posted on Monday, Jun 18th

Yahoo’s future suddenly looks brighter, as Terry Semel steps aside, and Co-Founder Jerry Yang takes back the reins. Semel, a former Hollywood executive who joined Yahoo in 2001, will remain chairman in a non-executive role. Yahoo also expanded the duties of Susan Decker, who was earlier named the head of the company’s advertising business, and

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More on iPhone & the Future of AT&T

Posted on Monday, Jun 18th

As we approach the iPhone launch, more interesting data comes out to add flesh to our iPhone and the Future framework. WSJ reports: :: AT&T Inc. stands a good chance of stealing customers away from other wireless operators by carrying Apple Inc.’s highly-anticipated iPhone, two new consumer surveys show. Two-thirds of mobile-phone users who are

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iPhone and the Future of Infineon

Posted on Friday, Jun 15th

One of my readers, points out that I have not discussed Infineon in my iPhone and the Future series. True. I somehow missed, even though it very much featured on the list of component vendors. In fact, looks like some analysts are predicting, that Infineon’s iPhone design win will result in over $100 Million in

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Is Google Monetizing YouTube?

Posted on Thursday, Jun 14th

Now that it has been a few months since Google bought YouTube, we can look at how it is benefiting from it. Comscore data for March 2007 seems promising. YouTube’s popularity has made Google the most frequented site for streaming videos. Out of 57.4 million unique visitors who played video clips on Google, almost 53.5

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Online Display Advertising Rocks

Posted on Thursday, Jun 14th

First Quarter U.S. Internet Display Ad spending hit $2.7 billion–a 16.7% increase over the same period last year, acc. to TNS Media Intelligence. There are some very interesting statistics from this report:

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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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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