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
Cadence LBO?
Does naivete rule, when investors send Cadence shares up to a 52-week high on the rumors of a buy-out? The truth is, a Private Equity player buying Cadence doesn’t make a hell of a lot of sense, since the company has a very slow growth rate due to the industry’s normal behavior patterns. It has
eBay’s Next Few Acquisitions
eBay’s StumbleUpon acquisition is done. I wrote about it, in eBay’s Foray’s into Media. Not much to add on the topic, except that the price has changed. eBay eventually ended up acquiring the company for $75 Million. One critical point I made in my previous analysis is that eBay needs to plug the leakage in
Why Bancrofts May Say ‘Yes’ to Murdoch
Rupert Murdoch wants Dow Jones. The Bancroft family realizes that they are falling behind. Even though, they own the Wall Street Journal, America’s most important business newspaper and website, they have not been able to capitalize on the brand enough amidst upheavals due to the Internet. Murdoch sees the opportunity to build a global Business
Google’s Radio Ads Yet To Take Off
After Google acquired dMarc in January last year, it was hoped that its AdWords customers in US would shortly have an option to place audio ads across prominent radio stations. dMarc is a California based company that facilitates advertisers to directly connect radio stations through its automated advertising platform. dMarc’s addition to Google’s formidable arsenal
Shutterfly: Acquisition Target?
Jim Clark launched Shutterfly on December 13, 1999. On the same day Clarkâs partner from Netscape, Jim Barksdale, launched Ofoto. Shutterfly is headquartered at Redwood Shores, California and offers storing, sharing, enhancing and printing of photos, as well as photo merchandise. Shutterfly has over 900 million photographs in its archive and was awarded the Field
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 :
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
